David Nieswiadomy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at Transamerica Financial Advisors, Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with access to unaffiliated strategists, and offers both discretionary and non-discretionary portfolio management through a network of independent financial professionals.

Zachary Lambert is the Regional Director of Executive Services at Fidelity Investments. In this role, he focuses on empowering financial professionals to maximize their potential and deliver exceptional client experiences. His responsibilities include benefits optimization, equity compensation, and holistic wealth planning. Lambert has held various leadership positions at Fidelity Investments since 2018, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, and Portfolio Advisory Services Team Leader. His progressive experience at Fidelity reflects his expertise in managing teams and supporting clients in complex financial planning. Further educational background and personal interests are not provided.

Cole Patterson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Platinum Wealth Solutions. Patterson also has experience working at Texas A&M University in various capacities. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dylan Walker is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial strategies to individuals, families, and business owners. He works closely with clients to navigate significant life milestones, including retirement planning, business growth, and legacy building, aligning financial plans with each client's unique goals. With expertise in areas such as college education planning, equity compensation, managing new wealth, personal retirement planning, and tax minimization, Dylan leverages the extensive resources of Merrill and Bank of America to support clients in making informed decisions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting his professional qualifications. Dylan earned his Bachelor's Degree from Oklahoma State University System. He is also involved in the community through participation with Ascent Mentors. Outside of work, he enjoys adventure sports, boating, cooking, fishing, golfing, pickleball, scuba diving, spending time with his family, and tennis.

Adriane Domanski is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Delaware Investments from 2016 to 2018 before joining LPL Financial in 2018. Based in Dallas, TX, she has been with her current firm for eight years. 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 and model portfolio programs, supported by extensive research and technology tools.

Kristy Winkles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 17 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools to model outcomes, with a broad range of retail and institutional offerings.

Thomas Stacy is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Mark Mc Mahon is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the wealth management industry since 2005, focusing on customizing integrated financial strategies and portfolios tailored to each client's needs. Mark works closely with his clients to assess how changing market conditions may impact their portfolios and makes adjustments to help maintain their financial goals. Mark's areas of expertise include college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's degree in Business Administration from the University of Kansas and an MBA from the McCombs School of Business at the University of Texas at Austin. Mark also earned the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark coaches his son's 6th grade football and baseball teams and volunteers in various capacities for his church, Munger Place. He lives in the Lakewood area of Dallas with his wife, Kelly, and their three children.

Naomi Rhodes is a CFP®-certified financial advisor with 19 years of industry experience. She currently works at Wells Fargo Clearing, where she has been since 2016. Her prior experience includes roles at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Sherah Yoder is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1996, also working with Bank of America since 2022. Outside of her advisory role, she serves on the advisory board of the nonprofit Breast Cancer Can Stick It and is a board member and fundraising committee lead for the Plano Metropolitan Ballet. 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.

Alexander Stahl is a financial advisor at Merrill with the Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at PNC Bank and held various positions in the food service industry while attending the University of North Texas. 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Hayden Galatas is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His career includes positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Wells Fargo Clearing. He is an employee of both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment services. 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 an ESG eligibility framework to support client decision-making.

Shawn Bates is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a young adult pastor at Hill City Church, a position he has held since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gerardo Simion is a financial advisor at Merrill, holding Series 63 and Series 66 credentials with 16 years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, and joined Merrill and Bank of America in 2026. Outside of finance, he is involved as an owner and occasional operator of a retail boutique specializing in Quinceanera dresses and accessories. 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 institutional accounts.

Vincent Brown is a financial advisor with Primerica Advisors based in Dallas, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes long-term roles at Pfs Investments Inc and Primerica Financial Services starting in 2002, with brief employment gaps and a period at Judson I.S.D. from 2019 to 2021. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, relying mainly on model-delivery strategies created by third-party asset managers. The firm supports its approximately 3,977 advisors with custody and execution services, offering a range of portfolio models including those with exposure to cryptocurrency ETFs.

Michael Armour is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining J.P. Morgan, he was affiliated with Southern Methodist University and has involvement in two rental property ventures, Tight Lines and Sunshine LLC and Stand By Me LLC, where he participates in property renovations and management. 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.

Suzanne Zenkner is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Bank of America and Merrill since 2018 and was previously with David Weekley Homes from 2016 to 2018. 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 clients including individuals, high-net-worth investors, pension plans, and corporations.

Michael Bryant is a Series 66-licensed advisor with Edward Jones, based in Mesquite, TX. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laura Rodriguez is a financial advisor with LPL Financial in Fort Worth, TX. She holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining LPL Financial, she worked at American Airlines Credit Union, Charles Schwab, and Truist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.