Teresa Pena Moreno is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with both Merrill and Bank of America since 2016. Outside of her advisory work, she is a co-owner of a family-run rental property business and is involved in a trucking business that is currently inactive. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Wake is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Osaic since 2023 and has prior experience at Sagepoint Financial, Inc. and his own firm, Wake Financial Group Inc. Outside of his advisory role, Wake serves as president of the Villas of Rustic Meadows homeowners association, where he helps manage community activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with various managed account options and third-party money manager programs.

David Nieswiadomy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Transamerica Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent and manages his own financial planning business. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

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.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

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.

Alex Permenter is a financial advisor with Edward Jones in Pantego, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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 at J.P. Morgan Securities in Dallas, TX, with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Clearing. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Shawn Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisor program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by a centralized manager solutions team.

Gerardo Simion is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved as an owner and occasional operator of Casa Quinceanera Boutique LLC, a retail store specializing in Quinceanera dresses and accessories. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies developed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of portfolio implementation options.

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. He has been associated with J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Tight Lines and Sunshine LLC since 2018. Outside of his advisory role, he is involved as a general partner in rental property activities through Stand By Me LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary written asset allocation advice and investment manager searches supported by a centralized due diligence team and a forward-looking capital market framework.

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.