Paul Bateman is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Morgan Kennedy is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009 and Bank of America since 2003. Outside of his advisory role, he is a partner in a family real estate investment LLC. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Robert Straight is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

James Garza is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, E*TRADE Capital Management, Wells Fargo, and TD Ameritrade. Outside of his advisory roles, he is involved in entrepreneurial activities through ownership interests in J 5 Family Forever LLC and JG5 Industries. 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, constructing portfolios mainly from Vanguard funds and ETFs with various customization options, and serves a large client base through a combination of digital platforms and advisory teams.

Thomas Williams is a financial advisor at Vanguard Advisers with two years of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard entities since 2022. His background includes both financial services and educational 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’s investment approach combines goal-based, algorithm-driven strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG and tax-aware features.

Tamara Warfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Allen, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Christopher Tave is a financial advisor at Vanguard Advisers with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Vanguard Group, Gann Square of Nine Capital Advisors, Chelsea Advisory Services, Chelsea Financial Services, and TD Ameritrade. He is based in Plano, Texas. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.

Matthew Mcconnell is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Ameriprise and its related entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Simmers is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them reach those objectives. His approach involves ongoing advice and adaptation of clients' portfolios to meet changing circumstances. His expertise includes college education planning, legacy planning, personal retirement planning, small business strategies, tax minimization, and retirement income management. John holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Ouachita Baptist University. John is involved in activities such as adventure sports, chess, cooking, fishing, gardening, golfing, music, reading, traveling, and yoga.

Alison Silva is a Financial Consultant currently working at Fidelity Investments since 2021. She has been with Fidelity Investments since 2020, initially serving as a Financial Consultant I before her current role. Prior to joining Fidelity, Alison held several positions including National Accounts Director at NexPoint Securities from 2019 to 2020, Vice President Broker Dealer Relations at Legendary Capital from 2018 to 2019, and Vice President Product Management at SC Distributors from 2014 to 2018. Her professional background encompasses financial planning, investment strategies, and risk management. Alison's approach focuses on building trust and lasting relationships while developing tailored financial strategies aligned with clients' goals. She emphasizes client confidence and empowerment throughout the financial planning process.

Robert Roberti is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His recent career includes roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Prior to that, he worked at Wells Clearing Services, LLC for 12 years. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach employing proprietary models and primarily Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

Joshua Druz is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments, J.P. Morgan Securities LLC, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs.

Stephen Koessl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of advising, he is involved in a family-owned bakery business through KV BRISEIS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, featuring discretionary and non-discretionary management supported by proprietary and third-party research.

Buffie Anderson is a Financial Advisor partnering with Tarver & Campbell Wealth Partners, where she focuses on developing relationships with both new and existing clients. With a background that includes working as a Registered Sales Associate at Merrill and experience in alternative investments such as Oil and Gas, Qualified Opportunity Zones, and DSTs, she brings a broad range of expertise to her role. Buffie specializes in areas including College Education Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Special Needs Planning Strategies, Women and Wealth, and Sports & Entertainment. Buffie earned her Bachelor's Degree in Finance and Real Estate from Texas Tech University. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her professional philosophy centers on partnering with clients individually to create personalized financial strategies aimed at supporting their long-term goals. Beyond her professional work, Buffie has been actively involved in community service. She founded Prosperity Place, a 501(c)(3) non-profit providing therapy resources for children with special needs from 2006 to 2014, and has served on the Presidential Committee for Individuals with Intellectual Disabilities in Washington D.C. Additionally, she has been Chairperson of the Parent's Advocacy Committee for Angels of Care, a pediatric nursing agency, and currently collaborates with a team starting The GreenHouse, a non-profit that will provide day-habilitation services to adults with complex special needs. Buffie enjoys spending time with her three children and engages in activities such as basketball, cooking, dancing, football, interior decorating, scuba diving, and skiing.

Thao Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses, and has five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, Nguyen worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. Outside of finance, Nguyen has experience with Certified Languages International and medical-related video services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and ESG considerations.

Justin Priola is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Samuel Garcia is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at both Merrill and Bank of America since 2010. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

David Medick is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metlife Securities, Inc. He serves on the board of the Live Like Knox Foundation and manages operations for his own business entity, David M Medick, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scot Trantham is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he works part-time as a limousine driver for Ambassador Limousines in Addison, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets through its broad institutional platform.

Kurt Mathison is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018 and had a prior 13-year tenure at Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.