Ivan Rodriguez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously held roles at Bank of America, JPMorgan Chase, and Security Service Federal Credit Union. Outside of his advisory work, Rodriguez owns and operates an online sales business, Bluxisyu LLC. 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.

Anna Carlyle is a CFP® and PFS™ credentialed financial advisor with 34 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera since 2025, following a decade and more with Avantax Advisory Services and Avantax Insurance Agency. Carlyle serves as a Trustee managing a family trust and has contributed to the American Institute of Certified Public Accountants by developing questions for the Uniform CPA Examination. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Horace Nash Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 1995 and previously worked at Kidder, Peabody and Company for several decades. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and solutions.

Lois Cartwright is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has worked at Merrill since 1982 and has been with Bank of America, N.A. since 2011. Cartwright serves on the advisory board of the Catholic Foundation and is a director for a homeowners association, engaging in community and nonprofit activities. She is also a board member of the MacFarlane Foundation, supporting educational scholarships. 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.

Richard Tucker is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Baton Rouge, LA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Regina Wortham is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1983. Outside of her advisory role, she serves part-time as an office assistant for Media Defined Inc., a for-profit S-Corp based in Dallas, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annika Cail is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. She previously worked at ConVince Capital and Commerce Street Capital, LLC before joining J.P. Morgan Securities in 2024. 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 integrates centralized due diligence and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Rita Karl is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning both wealth management and private banking. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cameron Le Seane is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Goldman Sachs & Co. LLC for seven years and served four years in the U.S. Navy. 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’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations.

Brandon Tort is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Charles Schwab & Co., Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Ryan Bell is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Brendon Evers is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Odlingard Capital Management LLC and JPMorgan Chase Bank, N.A. He studied at Oklahoma State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients 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 screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Russell May is a CFP® with 28 years of industry experience, currently advising at Stifel in Dallas, TX. His career includes roles at Merrill, UBS Financial Services, and Bank of America. He serves as a Trust Committee member on a non-family trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Piers Hurley is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2006. Outside of his advisory role, Hurley oversees the Hurley Family Foundation and serves as an executive director for Aid to Gospa's, a philanthropic foundation supporting orphans. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and asset allocation models to tailor financial plans. The firm provides institutional trading capabilities alongside wealth management services, including brokerage, advisory, custody, underwriting, and capital markets solutions.

Julio Delgado is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Raymond James & Associates and Marvel Industrial Coatings, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, supporting a range of eligible strategies that may include an ESG framework.

Nicholas Bartunek is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at J.P. Morgan Securities and Nationwide Investment Services Corporation. 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 institutional investors.

John Dang is a financial advisor at Merrill with 9 years of industry experience and a Series 66 designation. He has been with Merrill since 2007, totaling 19 years at the firm. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Mckinney is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves as chairman of Heroes Celebrity Baseball, a charitable 501(c)(3) nonprofit, and is involved in businesses including owning Wind Voyager, LLC, a charter catamaran company, and investing in The Dunk Collection, an e-commerce company selling basketball-related items. He also serves on the board of the Mark Cuban Heroes Recreational Centers Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and product offerings.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.