Terry Mc Donald is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Comerica Securities, Inc. for nine years. He is also involved with BrightHawk Wealth Management, a non-investment-related support company based in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad advisor network, including unique offerings in municipal advising and SIMPLE IRA employer consulting.

Christopher Branton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Raymond James since 2018 and previously spent one year at Nomura. He began his career after graduating from Southern Methodist University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Lawson Stansell is an Investment Consultant at the Dallas Branch of Fidelity Investments. He is focused on guiding clients toward financial success that aligns with their personal goals and risk tolerance. Since joining Fidelity Investments, Lawson has held multiple roles including Investment Solutions Representative I and II, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to Fidelity, he was a Pathways Program Affiliate at Pruco Securities in 2021. Details regarding Lawson's education, credentials, personal interests, or community involvement were not provided.

Elizabeth Blockhus is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Fidelity Investments and spent a decade in education before transitioning to wealth management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Theresa Dillard is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she serves as an advisory board member for the Pastoral Reflections Institute, a charitable organization based in Dallas, where she advises on donor awareness and engagement. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutions.

Preston Teller is an advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining RBC, he worked at Learfield Amplify and held roles at Southern Methodist University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ryan Stewart is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in managing rental real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Henry Fiedler is a Vice President and Financial Consultant at Fidelity Investments, based in the Dallas Investor Center. He is a CERTIFIED FINANCIAL PLANNER™ who utilizes a three-step planning process to assist clients in navigating complex financial decisions and creating personalized paths toward their financial goals. Henry has progressively advanced at Fidelity Investments since 2017, holding roles including Financial Representative - Full Trader, Investment Solutions Representative, Central Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2015 to 2017. Outside of his professional work, Henry has interests in art, fitness, music, pets, and traveling.

Charles Coleman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. He has been with JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2021. Outside of his advisory role, he was involved with New York City Lacrosse Camps, LLC for over a decade. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Kurilecz Jr. is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is CEO and majority shareholder of Southern Style Nuts, Inc., a candy and nuts producer, and owns a consulting business focused on business acquisition and operations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gabriel Nunez Lafontaine is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining UBS, he gained experience in legal and tax consulting roles, including work with SEG Management, LLC and the IRS Office of Chief Counsel. He also provides intermittent legal and consulting services on tax and contract matters for SEG Management, a management service organization for a medical practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Mark Hoover is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 24 years before joining OSAIC in 2024. Hoover holds Series 63 and Series 65 licenses and is also president of M.D. Hoover & Associates, Inc., a property tax consulting and insurance firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Luke Milone is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Fidelity Investments before joining J.P. Morgan in 2018. Outside of his advisory role, Milone assists with developing an online platform for dental job placements, supporting a temporary staffing initiative within the dentistry field. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Ibukunoluwa Ismaila is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS in 2026, Ismaila has held roles at Wells Fargo, Project Destined, and has been involved with the University of Illinois Chicago and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Mason Williams is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Dallas, TX. Outside of his advisory role, Mason volunteers as a firefighter, EMT, and chief at the Cockrell Hill Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Buchanan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at UBS Financial Services for seven years and at Principal Financial Group for two years. Outside of his advisory role, he is a passive investor in several local businesses and startups, including a restaurant financing company, a proptech firm, and a wine bar in Austin, TX. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Gavin Ricks is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Clintsman Financial Planning, University Pointe, and Raiders Pass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Francis Judge is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a side business selling Dallas Cowboys tickets. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Rodney Mcleod is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 35 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and has previous experience at Charles Schwab & Co., Inc. Rodney also operates a personal farm in Milford, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.