Jason Golz is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. He has been associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Portrait Plair is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan, Plair worked at Fidelity Investments and has held various roles including freelance contracting with Upwork Global Inc., providing services such as proofreading and photography. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to provide non-discretionary, written asset allocation advice and customized performance reporting.

Mary Montgomery is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. She is based in Plano, TX. 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 combines quantitative and qualitative research and includes the use of an ESG eligibility framework in its recommendations.

David Shill is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Cetera Wealth Services, LLC and Cetera as of 2025 and is the owner of Katapult Wealth Partners, LLC, a wealth management business he has managed since 2021. His prior experience includes roles at Avantax and 1 St Global Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Robert Clay is a financial advisor at Edward Jones in Flower Mound, TX, with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christine Quanlee is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A., and First Convenience Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach includes centralized due diligence and may incorporate ESG criteria within its recommendations.

Mark Blankinship is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Raymond James and Logsdon Wilson Wealth Advisors. Blankinship is based in Frisco, TX. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Erick Daily is a financial advisor at Morgan Stanley in Plano, TX, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019, with prior experience at Bank of America, Merrill, and Regal Hardwoods, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Michael Mrlik is a CFP® professional with nine years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Dash Investments and BOKF NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and offering broader derivatives and commodities capabilities.

Adriel Bonet is a Series 66-licensed advisor with 22 years of industry experience, currently with J.P. Morgan Securities since 2025. His prior experience includes over a decade at Bank of America and Merrill from 2014 to 2025, as well as roles at WFG Advisors and 1st Global Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Lucas Chavez is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at City National Bank, Farmer's Insurance, and Metlife. Outside of finance, he works as a rideshare driver and bartends at an Afghani restaurant. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and financial planning services.

Alexander Katz is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Fidelity Investments and The Vanguard Group. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants. The firm’s approach combines goal-based, algorithm-driven asset allocation with portfolios primarily composed of Vanguard funds and ETFs, supported by a large digital platform and a team servicing model.

Matthew Johnston is a financial advisor at Merrill with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, N.A., Bofa Securities, Inc., and Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tiffany Bassett is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2001, totaling 25 years at the firm. UBS Financial Services Inc. 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, providing a broad range of capital markets and advisory solutions.

Nicholas Coquis is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Intouch Credit Union, Texas State, and Coca Cola Southwest Beverages. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Lloyd Shaw II is a financial advisor at Vanguard Advisers with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Nordstrom Inc., Agia, Valic Financial Advisors, Principal Life Insurance Company, USAA, and the University of North Texas. Outside of his advisory work, he manages a charitable food pantry in Plano, Texas. 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 approach with portfolios constructed mostly from Vanguard funds and ETFs, emphasizing scale and digital delivery across its extensive client base.

Keegan Burwell is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and The Pinkston Group. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Dario Aguilar is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He has been with UBS Financial Services in Plano, TX since 2012. Aguilar is designated as the executor and a partial beneficiary of an estate for a client and colleague at UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Alwin Wen is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His work history is primarily with J.P. Morgan Securities, where he has been employed since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Jennifer Elms is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley since 2022, following prior roles at Ameriprise Financial Services, Edward Jones, and Pacific Union Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.