Grayson Matthews is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. and was involved in broadcasting as the creator of The Fantasy Football Film Room, a social media channel focused on football content. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs, emphasizing digital delivery and scalability.

Krystal DeLeon is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in serving ultra-high net worth and high net worth individuals and families, including clients such as Cattlemen, Closely-Held Business Owners, Attorneys, Professional Athletes, Physicians, and Entrepreneurs. Her areas of expertise include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystal holds a Bachelor of Human Sciences from Texas Tech University and an MBA from Texas Woman's University. She is a Certified Divorce Financial Analyst (CDFA) professional, a Certified Plan Fiduciary Advisor (CPFA) practitioner, a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). She is also affiliated with the Investments and Wealth Institute and Marquis Who's Who. Krystal is bilingual in Spanish and English. Outside of her professional responsibilities, Krystal serves as the Denton County Co-Chair for Bank of America Community Volunteers and as a board member for Single Mom Scholars Dallas. She lives in Argyle, Texas, and is a mother of four children.

Jackson Alexander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since graduating from Abilene Christian University with a B.B.A in Business Management in 2003. Jackson has achieved the Chartered Retirement Planning Counselor™ designation and is a Personal Investment Advisor (PIA). He specializes in wealth management by developing customized strategies aimed at helping clients meet both their short-term and long-term financial objectives. Jackson primarily works with successful families who have accumulated $3 million or more in investable assets and are approaching or in retirement. His focus is on providing clarity, simplicity, and confidence in financial decisions, particularly in areas such as retirement income structuring, tax efficiency, risk reduction, and organizing complex financial lives. He serves a range of clients, including business owners nearing transitions, corporate executives, professionals, and families navigating inherited wealth. Residing in Fairview, Texas with his wife Elizabeth and their three children, Jackson is active in his local community and church. He enjoys spending his personal time with family engaging in outdoor activities such as camping, hiking, visiting National Parks, fly fishing, and spending time at their family ranch. Jackson and his family support organizations including Arms of Hope, Christian Works for Children, Hope for Haiti's Children, and Eastern European Missions. Additionally, Jackson is involved in community initiatives such as Habitat for Humanity, Meals on Wheels, and Thrive Ministry.

Daniel Hopp is a financial advisor with LPL Enterprise in Plano, TX. He holds the Series 66 designation and has been with LPL Enterprise since 2026. Prior to this, he was involved with Tacos 4 Life, LLC from 2019 to 2025. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.

Thomas Morris Jr is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and has been affiliated with FIDELITY Brokerage Services LLC since 2013. Outside of his advisory role, he manages BTMR Investments, LLC, which leases construction aggregate deposits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Isabella Hall is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, she attended Texas Christian University from 2019 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 1997. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager funds and model portfolios for intermediary platforms.

Leslie Rosenblatt is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SCF Securities, Inc. and SCF Investment Advisors, Inc. Rosenblatt is involved with Tennyson Management Company in a non-investment capacity. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andre Lafleur is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard in 2025, he worked at Fidelity Investments from 2022 to 2025. Outside of his advisory role, Lafleur is the owner of Lafleur Opportunities, LLC, a fitness content creation business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily constructed from Vanguard funds and ETFs with multiple customization options.

Benjamin Watson is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at a variety of firms including Millenium Petro Capital and Stone Harbor Estate Management. Watson’s prior roles span financial and estate management as well as a brief position outside finance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Daniel Caldeira is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected expenses. Daniel holds a Bachelor's Degree from Excelsior College and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support his ability to provide informed advice and guidance tailored to each client's unique ambitions. He emphasizes transparency and simplicity in wealth planning, aiming to make the process manageable and aligned with clients' long-term objectives.

Lesley Sartin III is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending seven years with Wells Fargo Advisors LLC and over two decades with Citigroup Global Markets. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jose Hernandez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, including time at JP Morgan Chase Bank and Wells Fargo Clearing. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain decision-making authority.

Timol Liggans Jr. is a financial advisor with Vanguard Advisers and holds Series 63 and Series 65 credentials. He has three years of industry experience, including prior roles at Fisher Investments, Charles Schwab, TD Ameritrade, and Fidelity Investments. He is also co-owner of The Liggans Company LLC, a non-operational transport business. Vanguard Advisers provides both 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 personalized asset allocations, largely utilizing Vanguard funds and ETFs, supported by a large advisory team managing a high volume of client relationships.

Steven Trevor is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has worked with Vanguard entities since 2021 and previously held roles at Charles Schwab and USAA Financial Services. Outside of finance, he is involved with US Nail Spa. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and manages a large client base through a high client-to-advisor ratio.

Ira Goble is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and education, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered investment company advisor and employs AI-driven methods in its investment approach.

Brian Bell is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Frisco, TX. Outside of his advisory work, he coaches youth soccer for FC Dallas Youth and the North Texas State Soccer Association. 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 range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Katie Baillargeon is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2022, with prior experience at Kohls, Texas Tech University, The Geneva Foundation, and the University of Washington - Tacoma. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to create personalized portfolios.

Stefanie Morton is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the board of the Ark & Compass Foundation and holds leadership positions, including president and treasurer, in related nonprofit organizations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Howell is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management along with fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.