Dean Shill is a financial advisor at Cetera with 10 years of industry experience. He holds the PFS™ designation and Series 66 license. Dean has previously worked with Avantax and 1st Global firms. He serves as a board member of the Dallas Hebrew Free Loan Association, a nonprofit providing interest-free loans to the Greater North Texas Jewish community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erin Cote is a financial advisor with Merrill in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daylen Fleitman is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience in the wine industry and worked at Stonebriar Country Club. 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, and institutional investors.

Natalie Rudis is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. Prior to her current role, she worked at Fidelity Investments and has diverse experience including roles outside finance, notably as the owner of Legally Bronzed by Nat, providing airbrush spray tans for clients in the Dallas-Fort Worth area. 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 broad client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Ryan Raber is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held his current position since 2009. Raber holds the Series 66 designation and is based in Plano, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Monda Hanna is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. She previously worked at Oppenheimer and A. G. Edwards & Sons, Inc. Hanna serves as an advisor to the High Performance Forum, providing professional development consultation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through model-based asset allocation and proprietary research.

Kapongo Mbambi is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and having two years of industry experience. His background includes roles at Mass Mutual Life Insurance Company and First Command Financial Services, as well as ownership of Mbambi Holdings LLC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, employing a goal-based, algorithm-driven approach that uses proprietary models to set personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, primarily focusing on retail and plan participant markets.

Gregorio Acevedo Gonzalez is a Series 66 licensed financial advisor with three years of industry experience. He currently works at Vanguard Advisers and its affiliated entities, having joined in 2026. His prior experience includes roles at Stratos Wealth Partners, LPL Financial LLC, and PTM Financial. Vanguard Advisers offers 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 approach to asset allocation, largely employing Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

John Harper is a financial advisor with LPL Enterprise LLC in Plano, TX, holding Series 63 and Series 66 designations and having nine years of industry experience. His prior experience includes roles at USAA Life Co, JPMorgan Chase Bank, Bank of America, Merrill, TD Bank, and Wells Fargo. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by internal and third-party strategists, and also offers affiliated trust, insurance, and lending services.

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

Tyler Palmer is a financial advisor at Vanguard Advisers with nine years of industry experience. He has held roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2017, and previously worked at Strata Policy. 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 and manages portfolios constructed mainly from Vanguard funds and ETFs, combining scale with digital delivery and a team servicing model.

Shuyi Yu is a financial advisor with Vanguard Advisers in Plano, Texas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior roles include positions at Bank of America, Merrill, and Integral Financial LLC. Yu also maintains an insurance license. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm’s scale and digital delivery support hundreds of thousands of client relationships across more than 2,200 advisors.

Scott Coombes is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a part owner of the San Antonio Flea Market, a vendor sales business. 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 plans, corporations, and charitable organizations.

Justin Clark is a CFP® credentialed advisor with 20 years of industry experience, currently affiliated with Cetera in Frisco, TX. He previously worked at SagePoint Financial, Inc. for 14 years and has managerial experience as owner of Hillside Drive LLC, which handles expense management and office maintenance. Clark is also involved with Eagle Retirement Group LLC, a firm focused on investments, advisory, and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets.

Joe Scott is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2023. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lily Guthrie is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. Prior to joining Vanguard, she held various roles including self-employment and positions at Randstad and Walmart. Outside of her advisory work, she operates an e-commerce business selling clothes and antiques on eBay. 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 using proprietary methodologies and predominantly Vanguard funds and ETFs.

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.