Justin Tak is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Merrill Lynch, Ally Invest Securities, and Equitable Advisors. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm’s goal-based, algorithm-driven investment approach employs proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, complemented by tax-aware features and customization options.

Jason Edwards is a financial advisor with Edward Jones, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including over two decades at Fidelity Brokerage Services and six years with Edward Jones. Outside of his advisory work, he is involved with multiple multi-family apartment investment funds based in Lubbock, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Susan Christman is a financial advisor with UBS Financial Services in Coppell, TX, holding a Series 63 designation and 25 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and research-based solutions.

Paul Massey is a financial advisor with LPL Financial based in Plano, Texas, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has worked with several firms, including Raymond James Financial Services Advisors and Securities America Advisors. Massey operates Paul Massey & Associates, Inc., and is also involved in a related insurance agency and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors, combining scale and diverse financial services with advanced operational tools.

Jacqueline Mc Mahon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Equitable Advisors and Engel Wealth Management. 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’s advisory process integrates systematic quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through its regulatory registrations.

Christina Kutej is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. She has been with Merrill since 2002. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Hill is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at firms including Charles Schwab/TD Ameritrade, Bank of America, Fidelity, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG considerations while offering broader derivatives and commodities capabilities.

Sarah Wilson is a Series 66-licensed financial advisor with Ameriprise in Plano, Texas, where she has worked for a total of 16 years, including six years under the Ameriprise name since 2020. Her industry experience spans seven years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bamma Weber is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2018, and previously was with Mamantov & Associates and Texas Tech University. 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering customization options and tax-aware features.

Nate Pena-Alfaro is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2021, progressing through positions including Investment Consultant, Planning Consultant, and Central Relationship Manager. Before joining Fidelity, he worked as a Financial Advisor at Equitable Advisors from 2019 to 2021. Throughout his career, Nate has partnered with individuals and families to help align their financial decisions with their personal goals and values. His approach emphasizes collaboration and transparency to build enduring client relationships. Outside of his professional work, Nate has interests in camping, cars, fishing, fitness, golf, and outdoor adventures.

Robert Pearson is a financial advisor with Raymond James & Associates based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the owner of an agricultural business in Frisco, TX. Raymond James & Associates is a 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, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisers.

Hunter Vehslage is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2016. UBS Financial Services 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 services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Cassandra Rupp is a CFP® professional with 10 years of experience currently working at Vanguard Advisers in Plano, TX. She has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2016 and also works as a loan originator at Motto Mortgage. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and Vanguard funds. The firm manages a large client base through a combination of digital platforms and advisory teams.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Purvis is a CFP® professional at Vanguard Advisers with 23 years of industry experience. His prior roles include positions at Charles Schwab, Century Management Financial Advisors, and the Texas Department of Insurance. He is based in Plano, TX. Vanguard Advisers offers automated and human-supported investment advice through its 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 that incorporates proprietary methodologies and tax-aware portfolio features, managing a large client base with a combination of scale and digital delivery.

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 at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase Bank. His background also includes roles outside finance with the Texas Department of Family and Protective Services, Uber, and the City of New Braunfels. 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. Their advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities 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.