Jonathan Tamayo is a financial advisor at Edward Jones in Mansfield, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked for Mansfield ISD for eleven years. Outside of his advisory role, he owns and manages a real estate business focused on rental office buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services through a large network of financial advisors and branch offices across the United States.

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.

Ly Nguyen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. 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 and incorporating an ESG eligibility framework in its recommendations.

Kelsey Hensen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Wealth Management, Kingland Systems, and involvement with Ankeny Golf and Country Clubs. She was also a full-time student at Iowa State University until 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment resources.

Michael Dimmel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Erin Lucik is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Vitali is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work includes positions at HD Vest Investment Services and Morgan Stanley Private Bank. 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 and applying an ESG eligibility framework in its recommendations.

Andrew Stretch is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Integrity Capital LLC, and Solera/Claims Service Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jake Isaacson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 registrations and having five years of industry experience. Prior to his current role, he worked at Uber Eats and New York Life Insurance Co. He has a long tenure with JPMorgan Chase Bank, N.A., spanning over two decades. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Barton Talkington is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2008. Outside of his advisory work, he coached junior high football at Coram Deo Academy, a private Christian school in Texas. 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. The firm operates across multiple financial services, including trading, underwriting, and wealth management.

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. In addition to his advisory duties, he offers banking products and services through JPMorgan Bank. 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 applying an ESG eligibility framework in their recommendations.

Mai Nguyen is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Mai worked at Fidelity Investments and Amerisave Mortgage Corporation. Mai has also been involved in entrepreneurial ventures, including roles at Crazee Crab and Weheartcbd. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Deryl Reynolds is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Northwestern Mutual. Reynolds is also employed by JPMorgan Chase Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Waymon Little Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 51 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he receives gas royalties from a lease on his long-term personal residence. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Mark Johnston is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, with a brief period of self-employment. Outside of his advisory role, he has a 50% ownership interest in a rental property in Roxbury, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alan Reese is a Series 66-licensed financial advisor with Edward Jones in Midlothian, TX, where he has worked since 2009. He has 16 years of industry experience. Reese holds leadership roles as President of The Reese Corp. and Vice President of Stunc, Inc., both based in Palmer, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Matthew Milner is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial planning, investment strategy, and wealth preservation services, emphasizing building genuine relationships by understanding clients’ values and goals. His approach includes offering ongoing clarity, guidance, and support through every stage of a client's financial journey. Matthew's experience includes analytical roles within technology and real estate organizations, which contribute to his disciplined yet personal approach. His expertise covers areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Southern Methodist University Cox School of Business and is a Personal Investment Advisor (PIA). Matthew is also affiliated with the professional organization Alpha Kappa Psi and is involved in community organizations including the Alzheimer's Association, Children's Medical Center of Dallas, and Jewish Family Services.

Wendy Messmann is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, Messmann serves as a board member of The Junior League of Dallas and has participated as a co-chair for its Milestone Luncheon fundraiser. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.