Marjorie Zethraus is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. 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 incorporating an ESG eligibility framework in its recommendations.

E Lawrence Smith is a CFP® professional with 18 years of industry experience, currently advising at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 14 years. Smith is also president of ELS Vision Wealth Management, PLLC, where he offers commission-based group benefits and various insurance products. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types and supports both discretionary and non-discretionary account management.

Paul Bender is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan investment services.

Maria Stathakis is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor plans based on clients’ goals and risk tolerances.

Joseph Reina is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Fidelity Personal and Workplace Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Melissa Neidinger is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation and possessing 10 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a range of capital markets functions to support client goals.

Karell Diaz is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019, with prior roles at Associated Bank, Sprint, Chase Bank, Booking.com, and 211 San Diego. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Andrew Kacz is a financial advisor with OSAIC in Dallas, TX, holding Series 63 and Series 65 designations and 11 years of industry experience. Prior to joining OSAIC in 2022, he worked for seven years at Allstate Financial Services LLC. He also operates Elevated Wealth Advisory LLC, providing financial services and fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include various asset classes and supports discretionary and non-discretionary management options.

Daffan Nettle is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at UBS since 2021 and previously spent 20 years at JP Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he serves on the board of directors for the YMCA of Metropolitan Dallas Foundation and is involved with the Garden Club of America’s Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Forrest Green is a Series 66 licensed advisor with J.P. Morgan Securities LLC, based in Houston, TX, with 21 years of industry experience. He worked at Sanford C. Bernstein & Co. for 14 years before joining J.P. Morgan in 2018. Green serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Paul Blage is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's priorities, considering factors such as risk tolerance, time horizon, and liquidity needs. Paul provides access to Merrill’s investment insights as well as banking convenience and lending solutions through Bank of America. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Southern Methodist University. Paul’s approach centers on helping clients manage their wealth by creating strategies adaptable to changing market conditions to pursue their financial goals.

Kyle Honor is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Tradeweb Markets LLC, and entrepreneurial experience with Stony Brook Pizza LLC. He is based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Samuel White is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Robert W. Baird & Co. and IBM. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products in addition to investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple regulatory registrations, offering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Amanda Sharkawy is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, Texas, with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Nichole Rogers is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Outside of her advisory role, Rogers owns and operates a family business called Always Smile 1st Apparel and Design, which focuses on designing and selling apparel and home decor. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Victoria Ferrusca is a financial advisor at Morgan Stanley in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities, Charles Schwab, and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Ryan Long is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the board of directors for the Cotton Bowl Athletic Association and the TCA Foundation, contributing to leadership and fund management for these organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Anita Kelley is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagement and Corporate Financial Planning agreements.

Haley Hunt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, she held positions at Southern Methodist University and Jones Lang LaSalle among other roles. She serves as a volunteer board member for the T. Boone Pickens YMCA in Dallas and provides financial literacy education to justice-involved youth through Cafe Momentum. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models to support asset allocation and financial planning.