Carie Heckler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. She previously worked at Lion Street Advisors and Lion Street Financial, LLC for over a decade, and has also held positions at LPL Financial, WFG Advisors, LP, and Equitable Advisors. Outside of her advisory role, Heckler serves on the board of a homeowners association managing a multi-unit property complex. Integrity Alliance is an enterprise advisory firm with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and both wrap and non-wrap programs through a combination of advisor-managed accounts, model portfolios, and third-party sub-advisers.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Cambridge, he worked at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory role, he is also the owner of Lakewood Private Capital LLC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Kirstyn Rodriguez is a financial advisor at Merrill with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Pappas Restaurants Inc. in addition to her current role. 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.

Jeremy Rich is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at the University of Florida Office of Admissions, The Hershey Company, and Clean Energy Pipeline. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Lisa Childs is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

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.

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.

Kaitlyn Barrett is a Financial Advisor at Merrill Lynch Wealth Management. She provides personalized wealth management services, focusing on portfolio construction, retirement planning, cash management, lending, and intergenerational wealth transfer strategies. Kaitlyn works with a diverse client base including business owners, corporate executives, retirees, and their families, tailoring strategies to reflect each client's circumstances, priorities, and aspirations. Her approach emphasizes understanding the client's overall financial picture, particularly for business owners whose personal wealth and enterprise success are interconnected. Kaitlyn collaborates closely with professionals and executives to manage compensation complexities, concentrated stock positions, and evolving financial circumstances, aiming to balance wealth creation with diversification and long-term preservation. Kaitlyn holds a Bachelor's Degree from the University of Oklahoma and is a Personal Investment Advisor (PIA). She communicates in English and American Sign Language (ASL). She values building genuine, long-term relationships, fostering an environment where clients feel comfortable discussing their finances and goals, and aims to provide clear guidance to help clients make confident financial decisions.

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.

John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

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 in Dallas, TX, with nine years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior experience includes roles at Goldman Sachs International in the Investment Banking Division and work with Celaya Capital LLC and Jopwell Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility in its recommendations.

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 with OSAIC, holding CFP® and ChFC® designations and over 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Hornor, Townsend & Kent, Inc. He volunteers with The Storehouse of Collin County, providing investment advice to the nonprofit’s board. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a network of affiliated broker-dealer and RIA entities.

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.

Natenal Tekletson is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. He has worked at Bank of America, N.A. and Merrill since 2025. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.