Deanna Taylor is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Scott Anderson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Rentals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

Brandon Bartels is a financial advisor with J.P. Morgan Securities in Princeton, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Laura Rodriguez is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2014, advancing through various roles including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Service Representative, and Inside Sales Representative. With over a decade of experience in the financial services industry, Laura focuses on providing a personalized and high-touch experience to sophisticated families. Her approach emphasizes attentiveness, detail, and a forward-thinking mindset aimed at delivering an elevated client experience. Outside of her professional career, Laura enjoys football, tennis, music, singing, and participating in social events with friends. She is also involved in volunteering activities.

Dean Shill is a financial advisor at Cetera with 10 years of industry experience. He holds the PFS™ designation and Series 66 license. Dean has previously worked with Avantax and 1st Global firms. He serves as a board member of the Dallas Hebrew Free Loan Association, a nonprofit providing interest-free loans to the Greater North Texas Jewish community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erin Cote is a financial advisor with Merrill in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daylen Fleitman is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he held positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience at WineU and Stonebriar Country Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Natalie Rudis is a financial advisor at Raymond James & Associates in Frisco, TX, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior roles include positions at Fidelity Investments and the Office of U.S. Senator Ben Sasse. Outside of financial advising, she owns and operates a mobile airbrush spray tan business serving clients in the Dallas-Fort Worth area. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and governmental entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ryan Raber is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held his current position since 2009. Raber holds the Series 66 designation and is based in Plano, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Monda Hanna is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she participates as an advisor to the High Performance Forum, contributing to professional development initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Kapongo Mbambi is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and having two years of industry experience. His background includes roles at Mass Mutual Life Insurance Company and First Command Financial Services, as well as ownership of Mbambi Holdings LLC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that uses proprietary models to set personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, primarily focusing on retail and plan participant markets.

Gregorio Acevedo Gonzalez is a financial advisor at Vanguard Advisers in Plano, TX, with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Stratos Wealth Partners. Outside of his advisory roles, he has experience in sports-related activities and teaching at various educational institutions. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

John Harper is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, USAA, J.P. Morgan, TD Bank, and Wells Fargo. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

Tyler Palmer is a financial advisor at Vanguard Advisers with nine years of industry experience. He has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2017, and previously worked at Strata Policy. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery and a team servicing model.

Shuyi Yu is a financial advisor with Vanguard Advisers in Plano, Texas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior roles include positions at Bank of America, Merrill, and Integral Financial LLC. Yu also maintains an insurance license. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm’s scale and digital delivery support hundreds of thousands of client relationships across more than 2,200 advisors.

Scott Coombes is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a part owner of the San Antonio Flea Market, a vendor sales business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Clark is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera in Frisco, TX. His prior experience includes 14 years at Sagepoint Financial, Inc. He is also a part owner and manager of Hillside Drive LLC, a business involved in expense management and office operations. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Joe Scott is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lily Guthrie is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. Prior to joining Vanguard, she held various roles including self-employment and positions at Randstad and Walmart. Outside of her advisory work, she operates an e-commerce business selling clothes and antiques on eBay. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.