Scott Davis is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Davis holds Series 63 and Series 65 licenses and is based in Dallas, TX. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, offering a range of retail and institutional investment services.

Donna Smothermon is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Janney Montgomery Scott, Morgan Keegan & Company, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dwight Emanuelson Jr. is a Private Wealth Advisor with Merrill Private Wealth Management, where he has been a member since 1984. As one of the founding members of the group, he serves as the primary equity strategist. His responsibilities include evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies tailored for high-net-worth clients. Dwight's expertise extends to serving ultra-affluent individuals and families, including entrepreneurs, corporate executives, private equity and hedge fund principals, professional athletes, and non-profit organizations. Dwight graduated magna cum laude from Washington and Lee University with Bachelor's degrees in Economics and French. He holds the Personal Investment Advisor (PIA) designation and contributes to professional organizations such as The Family Place, UT Southwestern, and the North Dallas High School Mentor Program. In addition to his professional career, Dwight participates in community involvement through mentoring teens and supporting organizations like The Family Place, which assists battered women, and UT Southwestern Medical. He has served on the board of trustees of Washington and Lee University, as well as the boards of The Family Place and the advisory board of The Cattle Baron's Ball.

Thomas Spence is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies tailored to their long-term goals. He emphasizes a comprehensive understanding of each client's financial situation to create flexible approaches that adapt to changing market conditions. Thomas holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his bachelor's and master's degrees from the University of North Texas. In addition to his professional work, Thomas contributes to his community through volunteer activities, aligning with Merrill's tradition of community involvement.

Wendi Koleszar is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Hudson Way Capital Management and Sanford C. Bernstein. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

James Madden is a financial advisor at UBS Financial Services in Dallas, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 1997. Outside of his advisory role, Madden serves as President of the Georgetown Owners Association, a homeowners association overseeing property management for nine condominium units. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging research and proprietary models to tailor investment strategies for its clients.

Randall Kirk is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, and Navy Federal Credit Union. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Saman Samii is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2019, Samii worked at HPISD - Seay Tennis Center for five years. Outside of finance, Samii is a self-employed tennis instructor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Alexandria Williams is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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 plans, corporations, and charitable organizations.

Arthur Dumm is a CFP® credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley in Dallas, TX. His prior roles include positions at PNC Investments and multiple entities within the BBVA financial group. Outside of his advisory work, he is involved with Siete al Cubo, LP, a recreational business based in Dallas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, supporting a wide range of financial needs without providing individual security recommendations as part of standalone plans.

Gabrielle Foti is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS for six years before joining J.P. Morgan in 2025. She is based in Dallas, TX. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Thomas Holstead is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Merrill, Bank of America, and JPMorgan Chase. Outside of his advisory role, he is owner and partner of Committo Group, LLC, a company providing administrative, consulting, and educational services to nonprofit organizations and university leaders in Texas. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research and includes ESG considerations, with implementation support from affiliated investment-management entities.

Robert Magee III is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Orlando Utilities Commission, and educational institutions such as the University of Central Florida and Valencia College. 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 various institutional investors.

Nicholas Byars is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, TD Ameritrade, Apex Clearing Corporation, and First United Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Valkenaar is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Incorporation, and Investment Professionals, NIC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

David Meade is a Series 66-credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is a board member of Concordia University Austin and the Mission Leader Institute, participating in policy oversight for both organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services through a consolidated billing option.

Luke Mcbride is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2020. Before joining Merrill Lynch, he worked as a merchandiser for various apparel companies including Nike. Luke specializes in areas such as college education planning, executive compensation, equity compensation services, personal retirement planning, philanthropic planning, sports and entertainment, and retirement income. A native of Dallas, Texas, Luke attended the Cambridge School of Dallas and graduated from Baylor University in Waco, Texas, with a degree in Apparel Merchandising and Design and a Minor in Business Administration. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Luke is an Eagle Scout with Troop 82 of the Boy Scouts of America. Outside of his professional work, Luke enjoys basketball, rock climbing, spending time with his family, and watching movies.

Cory Durham is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Durham serves on the Board of Directors for Hunger Busters, a nonprofit that provides take-home meals to low-income children in the Dallas Independent School District. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Cheston Malone is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Fidelity Investments and Morgan Stanley, as well as non-financial positions in hospitality and education. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling to provide analyses that support client decision-making.