Dario Aguilar is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He has been with UBS Financial Services in Plano, TX since 2012. Aguilar is designated as the executor and a partial beneficiary of an estate for a client and colleague at UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Alwin Wen is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His work history is primarily with J.P. Morgan Securities, where he has been employed since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Jennifer Gomez is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Thrivent Investment Management and Thrivent Financial, where she has been since 2020. Prior to that, she worked at Ameriprise Financial Services and Hilltop Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account services while keeping the two service offerings separate.

Jennifer Elms is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley since 2022, following prior roles at Ameriprise Financial Services, Edward Jones, and Pacific Union Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Charles Daniel is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Frisco, TX. He focuses on assisting business owners who are planning to exit within the next 3-5 years, helping them develop long-term wealth plans and maximize their assets. His approach includes personalized wealth management strategies tailored to individual goals and circumstances. With expertise in areas such as pre-sale planning for business owners, portfolio design, college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, Charles works collaboratively with clients and their families to provide thoughtful advice. He leads a team with over 50 years of wealth management experience, emphasizing comprehensive understanding of clients' financial situations and personal goals. Charles holds a Bachelor's Degree from the University of Southern California and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He is a member of the USC Alumni Association. In addition to his professional work, Charles is involved in community volunteering and enjoys cooking, golfing, tennis, traveling, and spending time with his family.

Mouffak Alkassar is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Primerica Financial Services, Liberty Tax Service, FMS Technology Group, and HD Vest Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG criteria within its recommendations.

Connor Sisk is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, AXA Advisors LLC, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a broad range of investment capabilities, including derivatives and commodities.

Canaan Yemane is currently a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held several roles including Planning Consultant and Senior Regional Investment Consultant. Prior to Fidelity, Canaan worked as a Financial Service Representative at TD Ameritrade. His experience spans various aspects of financial planning and investment consulting. Canaan's professional philosophy centers on providing clear and empowering financial guidance to help clients understand their options and make informed decisions. Outside of his professional work, Canaan enjoys family activities, social events with friends, music, soccer, and tennis.

Ben Gibson is currently the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments in various financial consulting roles since 2008, gaining extensive experience in financial planning and client relationship management. Over his 17-year career, Ben has partnered with clients to develop personalized financial plans aimed at building and protecting their financial needs. His approach involves understanding clients on a personal level to tailor strategies that address both prosperous and challenging times, striving to present these strategies in an accessible and stress-free manner. Outside of his professional responsibilities, Ben has interests in biking, music as an instrumentalist, parenthood, and pets.

Garrett Linker is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. He has worked with various affiliated firms since 2008, including First Allied Advisory Services and Linker Financial Group. Outside of his advisory role, he serves on the Prosper ISD School Board and is an elected board member of the Prosper Historical Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing more than $256 billion in assets.

Cynthia Puckett is a financial advisor with UBS Financial Services in Plano, TX. She holds a Series 66 designation and has 17 years of industry experience. Cynthia has been with UBS since 1993. Outside of her advisory work, she operates CT DESIGNS, a business focused on making clothes and craft items. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm offers a broad platform including fee-based financial planning, portfolio management, and capital markets services.

Josh Bradshaw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has previously worked at firms including TD Ameritrade and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Jonathan Pace is a financial advisor at Osaic with Series 63 and Series 66 credentials and 32 years of industry experience. He has longstanding roles at Pro-Integrity Securities, PACE Insurance Agency, and Farmers Insurance Group, each exceeding 25 years. Pace also owns AP Insurance Services LLC and Advisor Bridge, Inc., which provide insurance marketing and corporate services. OSAIC serves a diverse client base including individual investors, retirement plans, nonprofits, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Cody Bradshaw is a Wealth Management Advisor and Senior Vice President, as well as a founding partner with JBMC Wealth Management Group. He began his career in 2001 and was named to the 2023 Forbes "Best-in-State Wealth Advisors" list. Cody holds the Certified Private Wealth Advisor® (CPWA) and Personal Investment Advisor (PIA) designations, reflecting his commitment to meeting ongoing credentialing requirements in wealth advisory. Cody specializes in developing personalized strategies that address the complex needs of families with substantial wealth. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. JBMC Wealth Management Group employs a holistic approach, focusing on the needs of multi-generational families. He earned a bachelor's degree from East Central University and an associate's degree from Carl Albert State College. Cody is an advocate for charities such as Wipe Out Kids Cancer and Team Conner, which support childhood cancer research. He resides in Frisco with his three sons and enjoys adventurous travel, sporting events, fly-fishing, boating, camping, fishing, football, hiking, scuba diving, and spending time with his family.

Aidan Keefe is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses with three years of industry experience. He has worked at JPMorgan Chase Bank and Charles Schwab Co., Inc., among other positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and leveraging a range of affiliated portfolio services.

Gregory Leisey is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked at RBC Capital Markets Corporation for 18 years before joining Raymond James in 2026. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and offers financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

Gabriel Santos is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Fidelity Investments and Miramar Financial Holding LLC. He has also been involved in entrepreneurial activities, including Santos Ecom LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jason Small is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having five years of industry experience. He has worked at several firms, including The Campbell Agency and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is also engaged as a model and actor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm's investment approach integrates quantitative and qualitative due diligence and may include ESG considerations.

Tarea Doty is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory work, she owns TLC Executive Enterprises Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Brian Layman is a financial advisor with Edward Jones in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at several school districts. Outside of his advisory work, he serves as a public address announcer for Frisco ISD high school football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branches.