John Stoll is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following roles at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to that. Goldman Sachs Wealth Services advises a broad client base including individual investors across wealth levels, corporate participants, executives, plan sponsors, and institutions. The firm offers financial planning and portfolio management supported by specialized programs and integrated resources across the Goldman Sachs platform.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.

Don Saulic is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Hightower Advisors since 2015. He is also the owner of King Crown Capital Corporation, where he provides business and executive strategy planning and consulting services. Additionally, he is involved in insurance sales. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers a multi-manager investment approach utilizing affiliated and third-party managers, with solutions that incorporate mutual funds, ETFs, alternative investments, and custom indexing.

Peter I. Myers is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at RBC Capital Markets, Raymond James & Associates, and UBS Financial Services. Based in Dallas, TX, he joined Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory work, he is the owner of Lakewood Private Capital LLC and also works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

David Winston is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has previously worked with Securities America Advisors, Inc. and has operated Winston Wealth Advisors since 1990. Outside of his advisory work, he is the owner of Express Legal Funding, a company that provides loans to individuals involved in litigation awaiting settlement proceeds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

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.

Melissa Stewart is a financial advisor with Edward Jones in Duncanville, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

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. He has been with LPL Financial since 2015 and previously worked at Visionpoint Advisory Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and various technologies in its investment management.

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.

Jillian Mc Clary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Don Carro and has a background as a driver for Uber in Crandall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.

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.