Fernando Feliciano is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America and has held various roles outside finance, including in the restaurant industry. 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, institutions, and various client types.

Blake Cecil is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he serves as a part of Cecil, Blumoff & Associates Wealth Management (CB&A). He has over 28 years of experience in the financial industry and leads CB&A's fixed income and goals-based planning services. He is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). Blake is a third-generation Merrill Lynch advisor, continuing a family legacy established by his father and grandfather. He joined the firm in 1997 and earned his CFP® certification in 2007. Blake attended the U.S. Naval Academy for two years, where he also played football, before graduating from Southern Methodist University (SMU) with a bachelor's degree. His professional focus includes total wealth management and individualized investing and planning strategies. He is involved with several organizations, including serving on the executive committee of the SMU Mustang Club, holding a board position with The Tolson Group Ministries, and participating in the Salesmanship Club of Dallas. Outside of his professional responsibilities, Blake and his family are members of Highland Park Presbyterian Church, where he serves on the ushering team. He enjoys coaching his sons' sports teams, reflecting his interest in fitness and family activities.

Richard Chaves is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent since 2023, following prior roles at Fisher Investments and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

James Woodall is a CFP® professional with six years of industry experience, currently affiliated with Cetera in Dallas, TX. His prior roles include positions at Avantax Advisory Services and Fidelity Brokerage Services LLC, among others. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

Adiba Noshin is a Series 66 licensed financial advisor with Merrill in Dallas, TX, and has three years of industry experience. She previously worked at TD Ameritrade and Bank of America N.A. before joining Merrill. 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, retirement plans, corporations, and charitable organizations.

Michael Hazelbaker is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been associated with Linsco/Private Ledger since 2005. Hazelbaker also operates an independent insurance agency selling term life insurance and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Adrienne Outman is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at Bank of America, N.A. since 2019 and at Merrill Lynch Pierce Fenner & Smith 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Snyders is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing customized financial strategies aligned with his clients' unique needs and goals. Since 1989, he has worked with individuals, families, and businesses to address complex wealth management challenges, including college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing. Jeffrey focuses on building long-term, multi-generational relationships, assisting clients through significant life transitions such as retirement, inheritance, and funding education. With a Bachelor’s Degree from Western Michigan University, Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Drawing on the global resources of Merrill, he emphasizes a personalized, goals-based approach to wealth management, prioritizing open and honest communication to align financial strategies with clients’ personal priorities. Outside of his professional role, Jeffrey’s personal interests include boating, fishing, hiking, running, skiing, and traveling.

Gwendolyn Fischer is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Arbonne, a nutrition company, where she sells products primarily to herself and her family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Hathaway is a financial advisor with Charles Schwab, holding a Series 66 designation and 25 years of industry experience. His prior firms include LPL Financial LLC and Northwestern Mutual, where he worked from 2016 to 2026. Outside of his advisory role, he is involved in merchant services as an ISO agent. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and an established alternative investments platform.

David Fischer is a financial advisor with Equitable Advisors in Rockwall, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC for 15 years. Fischer serves as an investment committee member at Collin College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

James Simpson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He integrates investment insights from Merrill and lending solutions from Bank of America to create flexible approaches that adapt to changing market conditions. James holds a Bachelor's Degree from Baylor University. He is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting Merrill's tradition of community participation.

Harry Hughes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, National Securities Corp, and WFG Investments Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management options.

Tenisha Blair is a CFP®-certified financial advisor at Edward Jones with 11 years of industry experience. She previously worked at USAA Financial Planning Services and Usaa Investment Management Company before joining Edward Jones in 2021. Outside of finance, she is involved in a travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a nationwide network of more than 23,000 financial advisors.

Barrett Renner is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Fidelity and JPMorgan Chase Bank. Outside of his advisory work, he is a passive investor in a property and casualty insurance LLC co-owned by his wife. 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 an ESG eligibility framework. The firm operates on a non-discretionary basis, delivering customized advice through a select group of Wealth Advisors.

Jackson Smith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at CAVU Securities and Semper Capital Management, and has experience with Louisiana State University and the LSU Museum of Art. 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.

Cathy Tamez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Cambridge since 2015. In addition to her advisory role, she is involved in several insurance-related businesses and wellness retail distribution, and she serves as president of Assurance Asset Management, Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio management and advisory strategies.

Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2020. Prior to this, he was briefly with Axa Advisors, LLC and has held positions outside the financial sector, including roles at Complete Nutrition and several universities. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing LPL-sponsored platforms and a combination of discretionary and non-discretionary investment solutions.

Quinn O Neill is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones in 2024, he worked at JP Morgan Chase Bank, N.A. from 2021 to 2023 and was briefly employed by the Houston Astros in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lori Maine is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Lori serves on the Board of Directors for Tau Beta Chi Omega House Corporation in Stillwater, OK. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.