Mark Hutchinson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2026 and has served as a FINRA arbitrator since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to support client planning.

Coleman Mc Namara is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at Raymond James & Associates, Inc. for two years and has experience with SRS Real Estate Partners and Southern Methodist University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Stephen Owen is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he serves on the Board of Directors for the Texas Cowboys Alumni Association and the American Red Cross of Dallas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Byron Talbot is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2005 and has 18 years of experience in the financial services industry. Byron specializes in addressing the wealth management needs of business owners and entrepreneurs, assisting them in balancing professional and personal financial goals. In his role, Byron leverages the investment insights of Merrill Lynch and the banking services of Bank of America to provide clients with comprehensive financial solutions. He focuses on developing tailored strategies that help clients, their families, and their businesses pursue both short- and long-term financial objectives. Byron holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Northcliff. Committed to community involvement, Byron participates in volunteer activities within the communities he serves. Outside of his professional responsibilities, he enjoys golfing, tennis, and traveling.

Robert Kell is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he brings extensive experience in portfolio management and wealth strategy. In this role, he oversees discretionary management of personalized and defined investment strategies, including individual stocks and bonds, model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations, supporting his expertise in family wealth management, personal retirement planning, and portfolio management services. Robert earned a Bachelor's degree in Economics and Finance from Spring Hill College and has been active in the financial services industry since 1986. Residing in Dallas with his family, Robert is involved with several community organizations, including The Salesmanship Club of Dallas, which supports The Momentous Institute that offers mental health services and education to children and families.

Richard Fairchild Jr. is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He is currently with Morgan Stanley, having joined in 2023, following prior roles at City National Bank and RBC Capital Markets LLC. Outside of his advisory work, Fairchild serves on the boards of the Dallas Ecological Foundation and The Aradius Group. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, employing structured financial planning tools and models to support client goals. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management solutions through its network of financial advisors.

Jonathan Bassham is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of his advisory role, he operates several private ventures including a family holding company focused on private real estate, energy assets, and venture equity, as well as ownership in automotive and retail businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and advisory services.

Nicole Reiter is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Merrill from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Aleksandra Shteyn is a Certified Financial Planner® with 23 years of industry experience, currently serving at Edelman Financial Engines since 2014. Her prior roles include positions at EF Legacy Securities and Financial Engines Advisors L.L.C. She holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions through a committee-driven modeling process combined with planner delivery and online tools.

Kyle Merino is a CFP® professional with 14 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Merino has ownership in a rental property business in Dallas, TX. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Samuel Tillotson is a financial advisor at J.P. Morgan Securities with four years of industry experience. His background includes roles at Greenberg and Rapp Financial Group and service in the United States Army. He holds a Series 66 designation and is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary client decisions.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of advisory services, he owns a business related to real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Audrey Beardain is a Series 66-registered financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2016, operating out of Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jane Lutz is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of her advisory role, she serves as president of family investment entities involved in managing and distributing family funds. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Charles Nop is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2009. 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.

Dodee Frost Crockett is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, Texas. She leads Crockett & Associates, a multigenerational wealth management team, and brings over three decades of experience in helping clients develop financial strategies aligned with their personal values and goals. Dodee works with a diverse clientele including senior corporate executives, women in transition, professional athletes, and entertainers, providing guidance on areas such as family wealth management, legacy planning, philanthropic planning, socially responsible investing, and tax minimization. Dodee holds a Master of Theological Studies degree with high honors from the Perkins School of Theology at Southern Methodist University. She has earned multiple professional designations including Chartered Advisor in Philanthropy (CAP®), Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®), Certified Divorce Financial Analyst (CDFA®), and Personal Investment Advisor (PIA). Her expertise and commitment to client service have been recognized through numerous honors, including repeated listings in Barron’s and Forbes annual rankings of top women wealth advisors, induction into Barron’s Hall of Fame, and the 2016 Philanthropic Leadership Award from the Baylor Healthcare Foundation. In addition to her professional pursuits, Dodee is actively involved in community and nonprofit organizations. She serves on the boards of Public Radio Exchange (PRX) and KERA Radio/Television, co-chairs the executive board at her alma mater’s theological school, and participates in the Women’s Economic Leadership Council of the Texas Women’s Foundation. Dodee and her husband, Billy Crockett, support the arts through their recording studio in Wimberley, Texas, which serves as a venue for local musicians and community events. Her approach to wealth management emphasizes stewardship and the meaningful use of financial and social capital to make a positive community impact.

Shelia Gibson is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1993. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies. The firm also offers oversight of sub-advisers and serves in formal advisory roles for multiple registered investment companies.

Tori Urano is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2012. Outside of her advisory role, she works as a dog sitter with Rover. Fidelity's Strategic Advisers LLC offers 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 funds-of-funds and model portfolios.

Linsi Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2020, Walker worked at firms including Morgan Stanley and Lincoln Financial Securities. Outside of advisory work, Walker is a licensed life insurance agent. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with notable capabilities in municipal advisory and SIMPLE IRA employer consulting.

Aaron Gonzalez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined the firm in 2015, working alongside his father and brother. In his current role, Aaron leverages his financial expertise and cultural understanding to assist clients with complex wealth management needs. Aaron’s approach centers on attentive listening and thorough understanding of each client’s complete financial picture, life circumstances, and investment goals. He emphasizes personalized service and ongoing communication to tailor wealth strategies that reflect any changes in clients’ lives or risk tolerance. Aaron holds a bachelor’s degree in Finance and Economics from Texas Christian University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he resides in Dallas and enjoys playing golf, fishing, and hunting.