Grace Marshall is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019. Her prior experience includes roles at mBank and Fidelity. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors, utilizing strategic asset allocation and tax-aware approaches.

Dylan Cobb is a financial advisor at J.P. Morgan Securities based in New Braunfels, TX. He holds a Series 66 designation and has industry experience beginning in 2024, including roles at New York Life and American Income Life. Outside of financial services, he has been involved with Superlative Formulas for several years and previously worked in construction with Darin Cobb Construction. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Zachary Whitley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved in property restoration with W.B. Arthur Restoration for eight years and has owned and operated Whitley Ice, LLC, an ice and water vending business, since 2012. He is also a licensed real estate broker with extensive experience since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Rodney Horelka is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Cetera and Cetera Investment Services for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its investment approach includes financial planning, model portfolios, third-party asset management, and a range of institutional platforms.

Morgan Hammer is a financial advisor with Edward Jones in San Marcos, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked at PAM Health and Insight Global, among other roles. Outside of financial advising, Hammer serves as a County Commissioner for Hays County, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its extensive network of advisors and branch offices across the country.

Rita Lind is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2006 to 2020, and has been with Charles Schwab since 2020. Outside of her advisory roles, she has managed a personal rental property business for several years. Charles Schwab 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 offers both non-discretionary and discretionary investment options, combining a large client base with centralized custody and order-routing capabilities.