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.

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, holding Series 66 and Series 63 licenses. She has one year of industry experience, including positions at Charles Schwab, Truist, and American Airlines Credit Union. Prior to her financial services career, she spent several years in full-time education and worked at Kroger. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and operational tools to support its network of over 22,900 advisors.

Jonathan Tamayo is a financial advisor at Edward Jones in Mansfield, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked for Mansfield ISD for eleven years. Outside of his advisory role, he owns and manages a real estate business focused on rental office buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services through a large network of financial advisors and branch offices across the United States.

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.

Ly Nguyen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arlington, TX, with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates systematic due diligence and a combination of quantitative and qualitative research to build model asset allocations.

Kelsey Hensen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Wealth Management, Kingland Systems, and involvement with Ankeny Golf and Country Clubs. She was also a full-time student at Iowa State University until 2022. 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 with customized portfolio management and financial planning, utilizing both in-house and third-party investment resources.

Jay Angotti is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is currently with LPL Financial and has held prior roles at KPC Financial Solutions, Hilltop Securities, Northern Lights Distributors, Swan Global Investments, and Guardian Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by extensive operational and research tools.

Jacob Frisbie is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Bank of America and Fidelity Investments. Outside of his financial career, he has experience in the food service industry, including roles at Meat U Anywhere BBQ and Hardeight BBQ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.