Steve Liddell is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he manages a vacation rental business and serves in an advisory capacity for a homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances.

Stephen Saladrigas is a CFP® with 34 years of experience in the financial industry. He is currently with Vanguard Advisers and has held previous positions at Mutual of America and Wells Fargo Investments. He serves as board president for a homeowners' association, a community management role outside of his advisory practice. 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 approach with portfolios largely constructed from Vanguard funds and ETFs, offering various customization and tax-aware features.

Daniella Marchetta is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and previously held roles in healthcare at Texas Health Adult Care and Gwinnett Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Changxin Qiao is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Qiao worked at Paxel Consulting LLC and Lam Po & Xu CPA's. 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 within a non-discretionary framework.

Scott Wolfe is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 license and nine years of industry experience. His prior roles include positions at UBS Financial Services, Citizens Securities, Merrill Lynch, and service in both the Pennsylvania Army National Guard and US Army Reserves, where he currently serves as a military officer. Outside of finance, he works part-time as a warehouse associate at Amazon. 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 combines research and analytics with diversification principles to deliver both brokerage and advisory solutions.

Tyler Samuels is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals and provides access to a broad range of investment insights and banking solutions through Merrill and Bank of America. Samuels holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Mississippi. He emphasizes working closely with clients one-on-one to help them pursue their long-term financial objectives. In line with Merrill's tradition of community involvement, Samuels actively participates in volunteer activities with organizations in his community.

Brandon Shen is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 14 years of experience in financial management and capital market wealth strategies. He utilizes a comprehensive and client-first approach to assist individuals and families in building personalized wealth management strategies. His expertise spans areas including lending, investments, tax minimization, estate planning, insurance, retirement planning, portfolio management, and credit. Throughout his career, Brandon has served clients across various financial institutions both in China and the United States. His previous roles include Client Service Manager and Assistant Vice President at Standard Chartered Private Bank, Assistant Vice President and Private Client Banker at J.P. Morgan Chase Bank, Vice President and Private Client Advisor at US Trust, Bank of America Wealth Management, and Senior Vice President and Private Banker at BBVA Global Wealth. He holds a Bachelor's Degree from the University of Southern California and the Personal Investment Advisor (PIA) designation. Brandon is fluent in English and Mandarin. Outside of his professional responsibilities, Brandon enjoys reading, watching movies, and spending time with his wife and two children, engaging in activities such as figure skating and swimming. He approaches his work by collaborating closely with clients to develop personalized financial strategies aimed at achieving their long-term goals.

Jordan Marquez is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Arvest Wealth Management and Arvest Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jason Mansur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he owns a home rehabilitation and resale business in Tulsa, Oklahoma. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ryder Jensen is a Vice President and Financial Consultant at Fidelity Investments, currently serving in this role since 2026. He has been with Fidelity Investments in various capacities since 2011, gaining extensive experience in financial consulting and investment solutions. His career progression includes positions such as Financial Consultant, Investment Consultant, Financial Representative, and Investment Solutions Representative, all within Fidelity Investments. Ryder focuses on helping families manage their resources to navigate both prosperous and challenging economic times. He emphasizes the importance of understanding the fundamental components of financial planning. He values the support and resources provided by Fidelity and his team in Plano, Texas.

Grier White is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and offering 58 years of industry experience. He previously worked for Prudential Equity Group, LLC for 20 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Harmony Bostick is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to her current role, she worked at Primerica Financial Services and has experience in the food service industry. Vanguard Advisers offers 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 approach and manages portfolios mainly with Vanguard funds and ETFs, supporting a range of customization options and tax-aware features.

Negar Akbari Ghalehnoy is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Plano, TX. She has two years of industry experience, including roles at JPMorgan Chase Bank and Bank of America. 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. The firm supports its advisory process with centralized due diligence and offers access to a range of eligible investment strategies.

Jared Cornelius is a Series 66-licensed financial advisor with LPL Financial, based in Frisco, TX, and has 20 years of industry experience. He has worked at LPL Financial since 2013 and previously spent seven years with Securian Financial Services, Inc. Outside of his advisory role, Jared conducts investment-related seminars at the University of North Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using both discretionary and non-discretionary strategies.

Beyene Misikir is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Charles Schwab Bank and Fidelity Brokerage Services. Outside of financial services, he is the sole proprietor of Benny Hundreds LLC, a business focused on designing and marketing clothing merchandise. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing Vanguard funds and ETFs with various tax-aware and customization features, supported by a large team of advisors and a digital delivery platform.

Matthew Barrientos is a financial advisor with Vanguard Advisers in Plano, TX. He holds the Series 66 and Series 63 designations and has experience working with Vanguard and Thrivent Financial, among other firms. Prior to his advisory roles, he worked in education and fitness-related positions. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios with tax-aware features and various customization options.

Robert Thomas is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since April 2013. He co-heads a dedicated Wealth Advisory Team of three and focuses on developing deep relationships with clients by understanding their needs and collaborating with other professionals such as attorneys and CPAs. His approach emphasizes fee transparency and a consultative process to help clients pursue their financial goals through custom investment strategies and a wide range of Merrill Lynch model portfolios and third-party investment options. Robert is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., which he obtained in 2017. He also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in Economics & Commerce from Hampden-Sydney College, where he also played varsity lacrosse for four years. His expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, tax minimization, philanthropic planning, and socially responsible investing. Robert is involved in his community as a member of the McKinney Rotary Club and serves as a YMCA coach. He resides in Dallas with his wife, Shannon, their son Henry, daughter Miller, and their dog Beau. His personal interests include fishing, football, genealogy, golfing, hunting, ice hockey, racquetball, reading, running, and spending time with his family.

Nancy Foust is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill from 2014 to 2019 and the Clay Baker Agency Allstate from 2019 to 2021 before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Dylan Mobly is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of finance, Mobly has been involved in sports officiating since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Elke Rhoda is a CFP® with 25 years of industry experience, currently serving at Morgan Stanley in Plano, TX. She has previously worked at Bank of America and Merrill, totaling eight years with those firms before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.