Jose Reygadas is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial guidance to high net worth individuals, families, small businesses, trusts, and foundations. His areas of expertise include corporate executive services, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Originally an electrical engineer with a bachelor's degree from the University of Texas at El Paso, Jose transitioned to financial advising in 2011 to better align his personal values and goals with his professional work. He joined Bank of America in 2015 and moved to a wealth management role with Merrill in 2016. Jose holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Outside of work, Jose serves as chairman of Ducks Unlimited in Allen, TX. He enjoys adventure sports, baseball, boxing, cooking, fishing, football, hiking, hunting, skiing, and spending time with his family, with whom he shares busy weekends filled with various sports activities.

Andrew Gough is a financial advisor based in Dallas, TX, affiliated with Merrill. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Since 2012, he has worked at both Merrill and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stuart Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), indicating his specialization in personal investment strategies. Stuart earned his Bachelor's Degree from The University of Texas. His educational background, combined with his experience at Merrill Lynch, supports his ability to serve clients in managing their wealth and investment portfolios.

Michael Hearne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over two decades at Carson Private Capital, Inc. and Carson Management Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Aaron Armstrong is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Bank of America Merrill Lynch, Fortress Investment Group, Northwestern Mutual Life Insurance, and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market analysis.

Sean Flood is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has two years of industry experience and previously worked at the California Milk Advisory Board, AgWest Farm Credit, The Home Depot, and Target. 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliate resources.

Eric Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

George Kalema is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial advisory services to his clients, helping them manage and grow their wealth. Details about his experience, education, credentials, and personal interests have not been provided.

Javier Fuentes is a financial advisor at Merrill with 15 years of industry experience. He has been with Merrill since 2015 and holds Series 63 and Series 66 designations. 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 strategies utilizing internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 23-year tenure at Merrill. Outside of his advisory work, he serves on the Board of Trustees for the FSU Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Brian Horne 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 experience includes service in the United States Marine Corps from 2014 to 2021 and work at the University of Virginia from 2021 to 2023. He serves as a volunteer board member providing independent investment review for Our Lady of the Lake Catholic Church in Rockwall, TX. J.P. Morgan Securities LLC offers 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.

Henry Peeler Jr. is a CFP® certified financial advisor with 28 years of industry experience, currently working at OSAIC since 2024. His prior experience includes positions at Securities America Advisors, Investacorp, and Highland Capital. Outside of advisory roles, he owns a small delivery company, Peeler Logistics, and has served as an insurance wholesaler through Highland Capital Brokerage. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party investment managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management to construct diversified portfolios.

Joseph Firth is a Private Wealth Advisor specializing in comprehensive financial strategies tailored for business owners and ultra-high net worth individuals. He collaborates closely with clients to prioritize and pursue their most important financial goals, ensuring that family members are engaged in the decision-making process. His role includes business development and providing balance sheet and debt solutions leveraging his position at Bank of America. Before joining Merrill Private Wealth Management in 2018, Joseph spent four years in Chicago working at a Fifth Third Bank predecessor institution. There, he gained extensive experience in commercial real estate, healthcare, and middle market lending, performing financial and industry analyses, risk assessment, and evaluating cash flows, collateral, leverage, and liquidity of borrowers. He is a Certified Exit Planning Advisor professional and holds a Bachelor's degree in Finance with a minor in Spanish from Texas Christian University. Joseph serves on the boards of the Epilepsy Foundation of Texas and The Lamplighter School's alumni board. In his personal time, he enjoys outdoor activities that include his dog, Stella, as well as spending time with family and friends and following Dallas sports.

Keely Salmon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, N.A. and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Arlene Tarver is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 63 designation and has been with Merrill since 1977. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Kneipper is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS Financial Services since 2008. Kneipper serves on the boards of Jonathan's Place and The Episcopal School of Dallas, participating in governance, finance, and event committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across multiple platforms.

Gretchen Fowler is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Shane Stein is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. from 2011 to 2020. Outside of finance, he serves on the advisory board of a start-up developing robotic food kiosks, acts as executive producer for a music recording project, and is a board member of a nonprofit supporting Jewish student life in North Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ashley Bailey is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Craig Swann is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Treasurer for the Juvenile Diabetes Research Foundation in Dallas and is the Hunting Chairman for West Lake Club, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in their investment approach.