Albert Gough is a Private Wealth Advisor and the founder of The Gough Group, a wealth management team within Merrill Private Wealth Management. Based in Dallas, he serves a select group of successful business owners, foundations, and family offices throughout the United States. His role involves acting as both a wealth planner and portfolio strategist, providing clients with integrated wealth management planning and access to banking services through Bank of America. Albert's expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Prior to joining Merrill in 2008, he was a Private Wealth Advisor with Neuberger Berman. Before that, he held executive leadership roles in the pharmaceutical industry in operations, finance, sales, and marketing. He holds a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from the University of Dallas. Albert has earned the Certified Private Wealth Advisor® designation. He is involved with the Ursuline Academy of Dallas Foundation in the community. In his personal time, Albert enjoys biking, fishing, reading, soccer, spending time with his family, and traveling.

Jennifer Crosby is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and the University of Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.

Brianna Hunter is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mutual of Omaha and Ameriprise. Outside of her advisory role, she is involved with Geaux Sooners, LLC DBA Luminate, managing an advisory business. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Cary Dover is a financial advisor with Edward Jones in Grand Prairie, Texas, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Dover is an ordained minister who occasionally officiates weddings and funerals. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.

Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

David Plumberg Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for nine years before joining Edward Jones. 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, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Samuel Harrell is a financial advisor with Morgan Stanley in Dallas, TX, holding the Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a committee member for the National Kidney Foundation, participating in quarterly calls focused on public education and training related to kidney disease. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm offers tailored planning programs supported by structured discovery processes and uses various modeling tools to assist clients in planning outcomes.

Jessica Flores is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, Flores is an instructor at the Woodside Pony Club in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Bradley Sochowski is a financial advisor at UBS Financial Services in Los Angeles, CA, with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, he worked at UCLA from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Angela Harris is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America Corporation and Hightower Advisors. Angela is based in Dallas, TX. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Bryan Rigg is a financial advisor with LPL Financial in Arlington, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at Founders Financial Securities, LLC, Cantella & Co., Inc., and Investment Advisors Corp. Outside of advising, Rigg is involved in publishing through Fidelis Historia and serves on the board of a school endowment at Fort Worth Christian Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a broad range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and technology-driven investment strategies.

Carl Ritchlin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Neighborhood Credit Union from 2005 to 2022, where he served as a registered financial officer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by research, model portfolios, and diverse investment strategies.

Michael Dunn is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked with both AISD and Mansfield ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Patrick Doyle is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Aspen Capital and positions associated with the University of Texas. 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 applying an ESG eligibility framework in its recommendations.

Emily Krivacek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney from 2009 to 2017. She is also employed by JPMorgan Bank, where she can offer certain bank products and services including deposit and credit products. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Bee Chee is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009. 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 clients, and institutions.

Michael Flanagan is a financial advisor at Morgan Stanley in Dallas, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Robert Hendren Jr. is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1986 and concurrently with Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Matthew Wolczko is a financial advisor at J.P. Morgan Securities with Series 63 and 65 credentials and four years of industry experience. His prior work includes roles at UMB Bank, PNC Bank, and BNY Mellon. 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 applying an ESG eligibility framework in its recommendations.