Teresa Drummond is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Christopher Conway is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America Merrill Edge, and Thomson Reuters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice supported by centralized due diligence and incorporating an ESG framework in its investment recommendations.

Fred Chandler is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. Beginning his career as a trader with Fidelity Investments, Fred joined Merrill Lynch in 2001, working alongside his father, a financial advisor with 38 years of experience. This mentorship has deeply influenced Fred's approach to wealth management, where he focuses on strategies tailored to family wealth management, legacy planning, liquidity management, retirement income, and portfolio management services. Fred holds a Bachelor's Degree in Business Administration from the University of Arkansas and is a member of the Kappa Sigma fraternity. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Fred emphasizes a client-centered philosophy, aiming to provide personalized wealth management strategies aligned with clients’ goals and market conditions. Outside of his professional role, he is involved in community volunteer activities and enjoys fishing, golfing, hunting, and tennis. Fred resides in Dallas, Texas, with his wife and two daughters.

Mark Agnew is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. His background includes roles at Ayco/Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, Personal Capital, and The AYCO Company, L.P./Mercer Allied. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative due diligence with forward-looking capital market assumptions to guide client recommendations.

Emily Lin is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at RBC Capital Markets for four years and has background experience outside finance with Foh Furniture LLC. Lin holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gary Owens is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Owens serves as an advisory board member for Dallas Contemporary, a nonprofit art museum in Dallas focused on exhibitions and educational programs. UBS Financial Services 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 and employs proprietary research and model-based asset allocations to tailor investment plans.

Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.

Sterling Hartley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, also serving with JPMORGAN Chase Bank, N.A. since 2005. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment management entities.

Estela Rodriguez Rangel is a financial advisor with Fidelity in Dallas, TX, holding Series 63, 65, and 66 licenses and has 10 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC, Nationwide Investment Services Inc., and Fidelity Investments. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes service in the United States Navy for 20 years and roles at the Texas Department of Transportation and YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

Grace Whitty is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation. She has one year of industry experience, including previous roles at Stifel and Qualcomm. Outside of finance, she has been involved with Cal Poly Athletics and operated a boat rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, providing a broad range of financial services.

Samuel Fishman is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has prior experience at Hallett & Perrin PC, Stromberg Stock PLLC, Cooper and Scully P.C., and academic roles at SMU Dedman School of Law and the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 modeled outcomes to support its financial planning process.

Bradley Scott is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2015, following six years at Hilltop Securities Inc. and eight years at Citigroup Global Markets. 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, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive advisor-facing tools and a large network of investment adviser representatives.

Laird Johnson is a CFP® professional with 37 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for five years. Outside his advisory role, he acts as a power of attorney for his sister. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, pension funds, and charitable organizations.

Paul Gay is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Mark Grill is a financial advisor with Thrivent Investment Management in Bedford, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping services separate.

Robert Blackford is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is a partner in Abacoholics LLC, which owns a vacation home. Raymond James & Associates is a large, dually registered broker-dealer and 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 services.

Lashundra Strother is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in her son's trucking business and serves as CEO of a motivational speaking venture. 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 managed solutions and separately managed accounts, and is notable for its extensive advisor network and affiliated financial services.

Zachary Walker is a financial advisor at Edward Jones in Dallas, TX, holding the Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he held roles at Splunk, Inc., NXTSYS Consulting, Inc., AT&T, Inc., and Matador Resources. Outside of his advisory work, he serves as a sales manager for a seasonal Christmas tree farm in Plano, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Nathan Wood is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience at Carr Riggs and Ingram and Lotus Fiduciary Group. Before entering the financial industry, he worked in education from 2016 to 2026. 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 broad range of advisory and brokerage services through its network of investment adviser representatives, utilizing various investment strategies and technology tools.