Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Julio Bejarano is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. His prior experience includes roles at JPMorgan Chase Bank, American Fidelity, and several other companies across different sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with a focus on non-discretionary recommendations and ESG considerations.

Jose Oseguera is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. Outside of his advisory work, he is involved with JJP Dream Homes LLC and Rowtex Remodeling, LLC. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Bohannan is a financial advisor with J.P. Morgan Securities based in Plano, TX. He holds a Series 66 designation and has three years of industry experience, including roles at JPMorgan Chase Bank and Bok Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative research, and they offer services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Ryan Hubka is a Series 66-licensed financial advisor with Morgan Stanley, based in Highland Village, TX, and has 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. 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 and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Omar Tovar is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2022. His prior roles include positions at Charles Schwab, USAA Investment Management Company, and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 advisors.

Ethan Dawson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and entrepreneurial experience running a mobile detailing business. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sidharath Sakhuja is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions including at Dilko English and AMA, American Academy. Outside of advising, he is a co-owner of family rental properties in Michigan and Illinois. 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 individual and institutional clients.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.

Eduardo Benavides is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 65 and Series 63 licenses and 21 years of industry experience. He previously worked at Exencial Wealth Advisors and Frontier Investment Management Co. Ventura is also an officer of MJV Ventures, LLC, an investment-related business based in Plano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Raymond James Financial Services, Inc. from 2018 to 2023 and has been with Merrill since 2023. 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, corporations, and charitable organizations.

Matthew Galpert is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified portfolio construction within the constraints of plan custodian platforms.

Lucas Le Blanc is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Le Blanc is also involved with CLLEEN Energy, LLC and CLLEEN Energy Assets, LLC, where he holds ownership positions related to mineral royalties. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jennifer Box is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with J.P. Morgan entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Talese Evans is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 designations and three years of industry experience. Their work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Success Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening and qualitative research to build model asset allocations, and it leverages broader derivatives and commodities capabilities through multiple regulatory registrations.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes over 15 years at Raymond James & Associates. Outside of his advisory work, he is the owner of VFO Properties, LLC, a business involved in selecting and managing real estate properties. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee input to model financial outcomes.