David Winston is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Securities America Advisors, Inc. and Securities America, Inc. for over a decade. He is also the business owner of Express Legal Funding, which provides loans to individuals involved in litigation awaiting settlement funds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Kaitlyn Barrett is a Financial Advisor at Merrill Lynch Wealth Management. She serves individuals and families with complex and evolving financial needs, providing personalized wealth management services. Kaitlyn's approach involves delivering objective and practical guidance tailored to each client's unique circumstances, priorities, and aspirations. Her expertise encompasses portfolio construction, retirement planning, cash management, lending, and intergenerational wealth transfer strategies. Kaitlyn works with business owners, corporate executives, retirees, and their families, placing emphasis on personal attention and responsiveness to deeply understand clients' objectives. She assists business owners in integrating personal wealth management with enterprise success, and supports professionals and corporate executives in managing compensation, stock positions, and changing financial situations. Kaitlyn also helps clients plan for wealth preservation, retirement, and transfer stages, developing strategies aligned with desired financial outcomes. Kaitlyn Barrett holds a bachelor's degree from the University of Oklahoma.

Julian Puhringer is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Julian completed an Accredited Certificate Program from New York University.

James Clark is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as Cetera, BOK Financial Securities, and Stephens. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing advisor-supported tools and multiple investment strategies across its extensive network of over 22,800 advisors.

Carla Harroz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63, 65, and 66 credentials and has worked previously at Goldman Sachs International in the Investment Banking Division. Outside of her advisory roles, she has been involved with entrepreneurial ventures such as 2045 Studio and Celaya Capital LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Tara Walters is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. She is an officer of Esto Dux GP, LLC, a for-profit investment-related entity based in Dallas. 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 a range of individual and institutional clients.

Joseph Radovic is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Hornor, Townsend & Kent, Inc. Radovic volunteers with The Storehouse of Collin County, providing investment advice to the nonprofit’s board. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a broad range of investment products, managing accounts on either a discretionary or non-discretionary basis.

Alexander Marsh is a financial advisor at Thrivent Investment Management in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.

Kent Huang is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain banking products and services. 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 manager due diligence and an ESG eligibility framework.

Chelsea Fox is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at UBS Financial Services and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Ryan Anderson is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He is currently with Morgan Stanley in Dallas, TX, having joined its private bank and Smith Barney divisions in 2025. Prior to that, he worked at UBS Financial Services for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

Renay Ferrucci is a financial advisor at UBS Financial Services with seven years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Cresset Capital, as well as an academic role at Southern Methodist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

James Benton is a Wealth Management Advisor and a partner of The Group AG, a multi-generational team of collaborative financial advisors. He serves a select group of families, retirement plan sponsors, and institutional clients, focusing on helping them pursue their financial goals through thoughtful advice and a disciplined approach. James operates within Merrill Lynch Wealth Management, leveraging its vast resources to provide comprehensive services. James holds a bachelor's degree from Georgetown University. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His expertise includes areas such as divorce transition planning, education planning, employee benefits planning, executive compensation, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, and sports & entertainment. In addition to his professional pursuits, James is involved with Dallas Animal Services. His approach emphasizes collaborative planning, multigenerational experience, and committed stewardship to serve clients effectively.

Alexander Schiess is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following eight years at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for a family estate planning trust and is a board member of a real estate property management company in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Nicholas Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Texas Capital Bank. He is also employed by JPMorgan Chase Bank, enabling him to offer a range of bank products and services alongside his advisory work. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Corley Holland is a financial advisor at RBC Capital Markets with two years of industry experience. Prior to joining RBC in 2025, Corley worked at J.P. Morgan Securities and Corient (formerly Avalon Advisors). Outside of finance, Corley has been involved with the Junior Volleyball Association of Austin and Camp Longhorn. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs that leverage both in-house and third-party resources.

Nathen Kingsland is a Series 66-licensed advisor with UBS Financial Services in Dallas, TX. He joined UBS in 2026 and has held various roles across industries including education and hospitality prior to entering financial services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Sean Cates is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where he is a partner of The Rose Cates Stein Group. Since joining Merrill in 2011, Sean and his advisory team have focused on developing strategies and providing advice tailored to high-net-worth individuals, their families, and their businesses to support both short- and long-term planning objectives. He has specialized experience in serving the special needs community and families with disabilities, offering customized recommendations to meet each client’s unique planning requirements. Sean began his career in financial services in 1998, with experience at Goldman Sachs and Bank of America before joining Merrill Lynch. He earned a Bachelor of Business Administration with a major in Entrepreneurship from Baylor University’s Hankamer School of Business. Professionally, he holds FINRA Series 7 and 66 registrations, as well as a Texas Group 1 Health, Accident and Health Insurance license. Sean has also served as Co-Chair of Bank of America’s North Texas Disability Action Network and has been recognized as a North Texas Future Leaders Graduate. In addition to his advisory work, Sean has delivered financial literacy education through organizations such as Operation Hope, Junior Achievement, and the Texas Department of Assistive and Rehabilitative Services’ DREAM program. He actively volunteers with several charitable organizations including March of Dimes North Texas, Make-A-Wish of North Texas, Special Olympics of Texas, Donate Life, Southwest Transplant Alliance, Southwest Transplant Foundation, and Best Buddies Texas, where he previously served on the advisory board. He resides in McKinney, Texas, and is the father of his son Carter, a multivisceral, five-organ transplant recipient.