Thomas Clark is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2001. Merrill serves a diverse range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, and brokerage execution services, supported by a deep integration with Bank of America affiliates and a variety of investment strategy options.

Loren Dean Mims is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the US Navy for 11 years. His prior work experience includes a role at Global Dimensions LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ava Turner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024. Outside of her advisory role, she has operated The Cookie Factory, a business she managed for five years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brad Thompson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes prior roles at Merrill and Ameriprise before joining J.P. Morgan Securities and JPMorgan Chase Bank, where he has been employed since 2009 and 2010, respectively. In addition to advisory work, he is also an employee of JPMorgan Bank, offering certain deposit and credit products. J.P. Morgan Securities 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’s services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Robert Moseley is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones Investments for seven years before joining Raymond James in 2021. Outside of his advisory role, he engages in occasional ticket sales through StubHub. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Heard is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee and as a member of the Farmers Branch Planning and Zoning Commission. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Adam Koch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he can offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Erin Benedetto is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2020 and previously spent five years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Courtney Duphorne is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Eileen Corkery is a Series 66 licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously spent seven years at CITI Private Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alexander Galeti Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.

Clayton Young is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2018. Prior to his current roles, he spent three years at the University of Kansas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Arnold is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Christopher Kotch is a CFP®-designated financial advisor with seven years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at Raymond James Financial, Carter Financial Management, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based financial recommendations without implementation, supported by holistic, goal-based analyses and an optional managed-account program called WealthPlan.

Taylor Banks is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan in 2021, Banks worked at Bank of America Corporation and City Credit Union. Outside of finance, Banks owns a content creation business focused on faith-centered storytelling and poetry. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Mastin V is a financial advisor with Edward Jones in Desoto, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a woodworking and metalworking hobby business and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member at Eastridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated services, supported by a large national network of financial advisors and branch offices.

Pamela Gothard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for the Palos Verdes Home Owners Association in Mansfield, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Ellison is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Cetera since 2025. He previously worked at Avantax Advisory Services and its affiliated entities from 2013 to 2025. Ellison is a member of the board of directors for YMCA Camp Grady Spruce, where he volunteers in budgeting, marketing, and staff training. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services to individual, institutional, and retirement plan clients through multiple program structures and affiliated strategic partners.