Geovanni Herrera is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and State Farm, as well as experience in trading, e-commerce, and education. 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.

Michael Dimmel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Erin Lucik is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monserrat Morgan is a Financial Advisor with the Crockett & Associates team in Dallas, affiliated with Merrill Lynch Wealth Management. She began her financial services career in 2023 with Merrill and focuses on helping individuals and families navigate significant life transitions, including career changes, family planning, marriage, and divorce. Many of her clients are business owners, entrepreneurs, senior leaders, and those experiencing personal or professional change. She provides personalized guidance aimed at helping clients make informed financial decisions aligned with their values and goals. Morgan earned a Bachelor of Business Administration in Finance from the University of Georgia Terry College of Business and holds a Certificate in Legal Studies. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, as well as the Personal Investment Advisor (PIA) designation. Her expertise includes legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of her professional work, Morgan enjoys marathon running, fitness activities such as golf and pickleball, and traveling. She is involved with the Delta Delta Delta Alumnae Chapter and serves on the board of the Tri Delta Alumnae Association of Dallas. Additionally, she is a partner with Social Venture Partners Dallas, reflecting her commitment to community involvement and service.

Peter Vitali is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has worked at J.P. Morgan and affiliated entities since 2018, following prior roles at HD Vest and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence supported by a manager solutions team.

Andrew Stretch is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Integrity Capital LLC, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, with access to derivatives and commodities capabilities not commonly found in similar institutional programs.

Mc Kenzie Mills is a financial advisor at J.P. Morgan Securities with three years of industry experience. Their prior roles include positions at Corient, Capital Advisors Group, Cavanal Services, and Northwestern Mutual. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates specialized regulatory registrations and derivatives capabilities.

Jake Isaacson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has prior experience at New York Life Insurance Co. and Uber Eats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to deliver customized asset allocation advice and investment manager searches.

Barton Talkington is a financial advisor at UBS Financial Services with 32 years of industry experience. He has held positions at UBS since 2008 and previously worked at Citigroup Global Markets for nine years. Outside of his advisory work, he has volunteered as a junior high football coach at Coram Deo Academy, a private Christian school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets access, operating with institutional trading capabilities alongside wealth management.

Carlos Arteaga Espinoza is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2024, with prior experience at Bank of America. 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 a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. His prior career includes roles at Bank of America, Merrill, Credit Suisse Securities, and Lehman Brothers. He is also employed by 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 non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and maintains unique regulatory registrations reflecting its derivatives and commodities capabilities.

Mai Nguyen is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Nguyen worked at Fidelity Investments and Amerisave Mortgage Corporation. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Deryl Reynolds is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and Northwestern Mutual. In addition to his advisory work, he is also employed by JPMorgan Chase Bank, where he can offer deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and affiliates for implementation.

Waymon Little Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 51 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he receives gas royalties from a lease on his long-term personal residence. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Mark Johnston is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008, along with prior experience at AllianceBernstein L.P. from 2002 to 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive capital markets and affiliated asset management capabilities.

Alijah Wood is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was involved in digital marketing and consulting through Chappell Digital Marketing and AD Wood Consulting LLC. He also has experience working at World Financial Group and held roles at Texas Christian University and West Ottawa High School. 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.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing for a total of nine years, with a brief period of self-employment and unemployment between 2021 and 2022. 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 roughly $671 billion in assets through a large network of advisors and uses research and analytics to guide its investment approach.

Matthew Milner is a financial advisor at Merrill Lynch Wealth Management. He specializes in financial planning, investment strategy, and wealth preservation, leveraging his analytical experience from technology and real estate organizations. Matthew focuses on building genuine relationships by understanding his clients' values and goals, providing clarity, guidance, and support throughout their financial journeys. Matthew's areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Southern Methodist University Cox School of Business and is a member of Alpha Kappa Psi. Outside of his professional work, Matthew is involved with several community organizations, including the Alzheimer's Association, Children's Medical Center of Dallas, and Jewish Family Services. His personal interests include football, golfing, music, pickleball, tennis, and watching movies.

Wendy Messmann is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, Messmann serves as a board member of The Junior League of Dallas and has participated as a co-chair for its Milestone Luncheon fundraiser. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.