Regina Wortham is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1983. Outside of her advisory role, she serves part-time as an office assistant for Media Defined Inc., a for-profit S-Corp based in Dallas, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annika Cail is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at ConVince Capital and Commerce Street Capital, LLC. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Rita Karl is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning both wealth management and private banking. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cameron Le Seane is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for seven years and served in the U.S. Navy from 2013 to 2018. He is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ryan Bell is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Brendon Evers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Odlingard Capital Management LLC. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Russell May is a CFP® with 28 years of industry experience, currently advising at Stifel in Dallas, TX. His career includes roles at Merrill, UBS Financial Services, and Bank of America. He serves as a Trust Committee member on a non-family trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Piers Hurley is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2006. Outside of his advisory role, Hurley oversees the Hurley Family Foundation and serves as an executive director for Aid to Gospa's, a philanthropic foundation supporting orphans. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and asset allocation models to tailor financial plans. The firm provides institutional trading capabilities alongside wealth management services, including brokerage, advisory, custody, underwriting, and capital markets solutions.

Julio Delgado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Marvel Industrial Coatings, LLC. Delgado is based in Dallas, TX. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

John Dang is a financial advisor at Merrill with 9 years of industry experience and a Series 66 designation. He has been with Merrill since 2007, totaling 19 years at the firm. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Mckinney is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves as chairman of Heroes Celebrity Baseball, a charitable 501(c)(3) nonprofit, and is involved in businesses including owning Wind Voyager, LLC, a charter catamaran company, and investing in The Dunk Collection, an e-commerce company selling basketball-related items. He also serves on the board of the Mark Cuban Heroes Recreational Centers Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and product offerings.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Alexander Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and circumstances. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Alexander holds a Bachelor's Degree from The University of Texas at Austin and carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes educating clients on financial planning to help alleviate confusion and fear around investments. Outside of his professional work, Alexander enjoys golfing, spending time with his family, and traveling. He is also involved in community service, reflecting the Merrill tradition of participating in the communities served.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Francis Rouquette III is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner and CEO of Tiras Wealth Management, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations primarily for clients with Ameriprise-managed accounts.

Grafton Ifill III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019, and previously at Goldman Sachs & Co. from 2015 to 2019. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities across multiple regulatory registrations.

Kenneth Craven is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Wealth Management for eight years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerry Fagelman is a financial advisor at UBS Financial Services in Dallas, TX, with 28 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the Investment Executive Board at UT Dallas and is a board member of The Ackerman Center, a Holocaust educational center affiliated with the university. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers customized financial planning and portfolio management using proprietary research and investment models.

Kimberly Strobel is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018. Prior to joining UBS, she was employed by Sean Cerone, D.D.S. from 2013 to 2018. UBS Financial Services 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, supported by proprietary research and a broad range of capital markets solutions.