Hope Ellis is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 2 years of industry experience. She has been with Merrill since 2013. Ellis serves as Vice President of Membership for the Dallas Estate Planning Council and is a member of its board of governors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ronald Noullet is a financial advisor with Wells Fargo Clearing in Plano, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, tailoring services to plan objectives and acting as an ERISA fiduciary when providing investment advice.

Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in various capacities since 2016. Outside of his advisory role, he has experience as a sales associate in retail and as a driver for a transportation service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and has a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Michael Thomason is a financial advisor at Raymond James & Associates in Frisco, TX, with 15 years of industry experience. He previously worked at Bank of America, Merrill, CUSO Financial Services, and InTouch Credit Union. Thomason holds Series 63 and Series 66 licenses. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mazhar Ali is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Bank of America and Merrill since 2010 and 2011, respectively. Ali serves as an advisory board member for the Texas Muslim Women’s Foundation, a nonprofit organization supporting battered women. 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, and institutions.

Steven Lipp is a financial advisor with Stifel in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Bank of America, N.A. for eight years before joining Stifel in 2019. Outside of his advisory role, he is a partner at Stone Road Farms LLC, raising and selling grass-fed beef, and serves as an elder at Wylie Church of Christ, providing spiritual and business oversight for the congregation. Stifel serves a broad range of clients, including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Tricia Beevers is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is a notary and a member of Camilla Minerals LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.

Xochitl Castellanos Montoya is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2019, following 12 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She also took a year away from the industry for homemaking. 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 various institutional investors.

Jason Huntsman is a financial advisor with Wells Fargo Clearing in Frisco, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at J.P. Morgan Securities and ACA Inc. 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 incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Sean Low is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Merrill since 2009 and also maintains a longstanding affiliation with Bank of America N.A. since 2008. Outside of his advisory role, Low serves as a board member for Manor Park, Inc., a continuing care retirement community in Midland, 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Bell is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, and prior positions at Axa-Equitable Financial Life Insurance Co and Equitable Advisors. Before entering financial services, he worked at Sony Pictures Entertainment for eight years and operated a deli business for nearly two decades. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Dziadziola is a financial advisor with Concentrated Risk Solutions Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Concentrated Risk Solutions since 2014. Concentrated Risk Solutions is a small, state-registered advisory firm that serves other registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets and focuses exclusively on solicitor and referral services rather than individual portfolio management.

Edward Devereaux is a financial advisor at Concentrated Risk Solutions Inc. with 12 years at the firm and a total of 13 years in the industry. He holds Series 63 and Series 65 licenses and also serves as president and owner of Devereaux Inc., where he acts as an independent insurance agent. Concentrated Risk Solutions is a small advisory firm that supports registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets or provide tailored portfolio management but focuses on facilitating relationships and communications between third-party advisers and advisory platforms.