Philip Hanna is a financial advisor at Thrivent Investment Management in Allen, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials. His previous work includes roles at JP Morgan Securities, Lyft, and the New York State Common Retirement Fund. Outside of financial advising, he operates an e-commerce business purchasing and reselling used car parts on eBay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Nathanial Wilk is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he works with Massey, Belville, Samuels & Associates. He specializes in investment advice and strategic goal planning focused on wealth accumulation, preservation, and tax-efficient growth for clients navigating the digital economy. Nathanial focuses on helping business owners and executives grow and preserve their personal wealth. Nathanial has been part of the financial services industry since 2014 and joined Merrill in 2018. Prior to Merrill, he worked at Goldman Sachs in investment fund accounting and at Ernst & Young as a senior auditor serving banking and asset management clients. He holds an active Texas Certified Public Accountant (CPA) license and earned a Bachelor of Arts in Spanish from the University of Wisconsin at Madison as well as a Master in Accountancy from North Dakota State University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Nathanial enjoys activities such as boating, boxing, camping, football, golfing, skiing, skydiving, spending time with his family, surfing, and traveling. He is also involved in community organizations including the American Corporate Partners (ACP).

Riley Alford is a financial advisor at Vanguard Advisers with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, Riley worked with Scott Alford, CPA, from 2017 to 2025 and has held roles at Cain Watters & Associates and Cardinals Sportscenter. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with proprietary models and predominantly Vanguard funds and ETFs. The firm serves a large client base through a digital delivery model supported by over 2,200 advisors.

Ramon Pizana III is a Series 66-licensed financial advisor at Merrill with one year of industry experience. His prior work includes roles at Bank of America, PNC, Regions Bank, BBVA, and Chase. Outside of finance, he owns and operates an automotive window tint service in Brownsville, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Covelli is a CFP®, CFA® credentialed advisor with nine years of industry experience. He is currently with Vanguard Advisers and has previously worked at RGT Wealth Advisors and Genovese Burford & Brothers Wealth and Retirement Plan Management. Covelli is also an employee of The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options through a large-scale digital platform supported by over 2,200 advisors.

Frederick Leisner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. He is involved with the McKinney North Stars in a part-time capacity outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports advisors with various model portfolios and technological tools.

Neal Norton is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 2005. 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 through a large nationwide network of financial advisors and branch offices.

Taron Jones is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. His prior experience includes an externship with AT&T and several years in full-time education. 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios supported by centralized operations and research resources.

Jordan Fournier is a financial advisor with LPL Financial based in Prosper, TX, holding Series 63 and Series 65 designations and has nine years of industry experience. He has worked with LPL Financial and Thomson Investment Group since 2015. He is involved with Thomson Investment Group, Inc., an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claudio Edington is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with eight years of industry experience. His prior work history includes roles at Robinhood Markets, Inc. and various positions within J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Christopher Offner is a financial advisor with Wells Fargo Advisors in Plano, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior positions include roles at Edward Jones and Hartford Funds Distributors, LLC. Outside of his advisory work, he has ownership interests in several investment-related businesses including Willow Bend Wealth Management, LLC and Offner GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Grant Bruce is a Series 66-licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has served as a baseball coach at Plano West Senior High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Andrew Royal is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles including founder of Royal Results Coaching Inc. and positions at Vorwerk Thermomix USA, Regal Ware Inc., and Nerium International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and investment strategies supported by a large network of financial advisors nationwide.

Evan Taylor is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2026, he spent ten years at UBS Financial Services Inc. and two years at Baylor Surgicare at North Dallas. Outside of his advisory role, he serves as the executor of the David Lawrence Taylor Estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute.

Drew Wilder is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Charles Schwab & Co., Inc. and Capital One. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Bonds is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at First Financial Bank and in various self-employed capacities. Outside of finance, he has been involved with Bonds Swimming in Los Angeles and has experience with nonprofit organizations such as the YMCA. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach, primarily investing in Vanguard funds and ETFs, and manages a large client base through digital delivery and a team servicing model.

Ping Yu is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at Scottrade Investment Management and Scottrade Inc from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include an ESG eligibility framework, with implementation supported by affiliated investment management entities.

Roberto Cespedes is a Financial Advisor at Merrill Lynch Wealth Management. With more than 20 years of experience in the financial services industry, he specializes in wealth management, retirement planning, investment strategies, risk management, and comprehensive financial solutions. Roberto serves clients in both English and Spanish, focusing on international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of North Texas and a Master of Business Administration (MBA) from the University of Texas System. Roberto's professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout his career, he has emphasized personalized guidance and strategic planning to help clients achieve their financial objectives. Outside of his professional work, Roberto enjoys hiking, music, photography, spending time with his family, swimming, tennis, and watching movies.

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including prior roles at Robinson Value Management, Ltd., Bensboro Advisors, LLC, and Raymond James Financial Services, Inc. Outside of his advisory work, he coaches youth soccer for FC Dallas Youth. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a substantial asset base through a network of financial professionals and provides access to multiple investment platforms and proprietary model strategies.

Christopher Beach is a Senior Financial Advisor with Merrill Lynch Wealth Management. His practice is deeply rooted in family values, reflecting his personal experience of being adopted from an orphanage in Vietnam in 1975. He focuses on helping clients navigate financial decisions to support their families through various life stages. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, and retirement income. Christopher holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree from Southern Methodist University. Outside of his professional role, Christopher is involved in community organizations such as Serve Hope, Academy 4, and Emprende Global. He enjoys biking, golfing, hiking, spending time with his family, and traveling.