Ethan Smith is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and JPMorgan Chase. Ethan’s background also includes service in the Ohio Army National Guard and involvement with various organizations during his university years. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Michael De Groat is a financial advisor with Ameriprise in Plano, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its related entities since 2008. Outside of his advisory role, he serves on the boards of the Dallas Referrals Network and Ironcenturion, Inc., and is the immediate past chair of the White Rock Center of Hope. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Britta Lefave is a financial advisor at Vanguard Advisers with four years of industry experience. She holds a Series 66 designation and has prior experience at INTRUST Bank and Raymond James Financial Services. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, emphasizing customization and tax-aware features.

Lisa Sherrod is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Jay Liberman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2020. Outside of his advisory role, he serves on the finance committee of the Jewish Federation of Greater Dallas and sits on the board of directors for the JCC Association of North America. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs and portfolio management solutions that incorporate both in-house and third-party managers.

Jesus Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Caldwell is a Planning Consultant who collaborates with Financial Consultants to assist clients in understanding key financial concepts and establishing goals tailored to their needs. He emphasizes integrity, positivity, and professionalism in his client interactions, aiming to build long-lasting relationships with each individual he serves alongside his advisor. His professional experience includes roles such as Investment Solutions Representative at Fidelity Investments from 2024 to 2025, and Workplace Planning Associate at Fidelity Investments from 2022 to 2024. Prior to that, he worked as a Mortgage Loan Originator at PennyMac between 2021 and 2022, and as a Home Advisor at Mr. Cooper from 2020 to 2021. Outside of his professional responsibilities, William enjoys attending concerts, participating in family activities, fitness, football, golf, and watching movies.

Matthew Fortado is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been part of Fidelity Investments since 2018, serving in various roles including Planning Consultant, Workplace Planning Consultant, and Securities Trader. Prior to joining Fidelity, he worked as an Insurance Advisor at Statefarm Insurance from 2016 to 2018. Throughout his career, Matthew has focused on providing financial planning and consulting services. His approach emphasizes creating customized financial plans that balance opportunities with risk management to help clients achieve their life goals and build confidence in their financial futures.

Sean Fansler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked in various capacities within Wells Fargo Clearing and Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Thomas Bridgman II is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding clients through life transitions such as divorce, widowhood, retirement, and business exits. He focuses on helping self-made individuals approaching pivotal financial moments, employing a personalized approach that centers on understanding clients' priorities and goals. Before entering financial advising, Bridgman spent 30 years in the movie theater industry, culminating in a Vice President of Operations role. His professional path shifted after the loss of that career, leading him to reflect on his own family experiences and dedicate his work to assisting others in navigating financial and emotional challenges. To support clients, he developed the BRIDGE Process, a six-step framework designed to bring clarity and stability during uncertain times. Bridgman holds multiple professional designations, including ChFC®, CDFA®, CPFA®, AAMS™, CRPC™, and CRPS™, and has completed accredited certificate programs from The American College and The College for Financial Planning. Outside of work, he is involved with community organizations such as Grace of Grapevine, GraceBridge, Meals on Wheels of Collin County, Prestonwood Baptist Church Media Ministry, and The Alzheimer's Association, and participates in professional groups including the Dallas Business Club and Master Networks.

Mary Kloesel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked previously at FSC Securities Corporation and Brennan Wealth Advisors, LLC. Additionally, she is a commissioned notary in the State of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing research and model portfolios to support diversified investment strategies.

Adam Arrington is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fisher Investments, Bank of America/Merrill Lynch, Wells Fargo Clearing Services, and Regions Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Josephine Ireland is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. She currently serves as an executor for the Estate of Jane Hafner Anderson, a role separate from her work at J.P. Morgan. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, she worked at Kellstar Design Insight for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Victor Adewunmi is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and having nine years of industry experience. His prior experience includes roles at Charles Schwab, TD Ameritrade, Keller Williams, and JPMorgan Chase Bank. Outside of his advisory work, he owns and operates a business creating personalized digital and tangible products. J.P. Morgan Securities 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 non-discretionary program that combines institutional advisory capabilities with broker-dealer and investment adviser registrations.

Michael Guaman is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at The Vanguard Group, Financial Synergies Wealth Advisors, GWFS Equities, Quicken Loans, JPMorgan Chase Bank, J.P. Morgan Securities, Capital One Bank, and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mostly from Vanguard funds and ETFs, and manages a large client base with a combination of digital tools and advisor teams.

Randall White is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Vanguard Advisers and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Private Bank, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform combined with advisory teams.

Julian Correa Estrada is a Series 66 licensed financial advisor with Primerica Advisors, based in Allen, TX, and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo Bank. Outside of financial services, he has freelanced in fragrance sales at Macy’s department store and worked with Coworx Staffing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and provides services through a large network of financial advisors across multiple offices.

Andrea Burkhalter is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, American General Life Insurance, AIG Capital Services, and Ameriprise Financial Services. She has been with Raymond James & Associates since 2019. 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 diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Kibb King is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has previously worked with Elite Financial Management, Raymond James Financial Services, and LPL Financial. Outside of his advisory work, King is involved in managing rental properties. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs. The firm combines in-house and third-party investment managers and includes access to alternative investments and integrated lending services.

Michael Mackey is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 10 years before joining Edward Jones in 2018. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.