Cory Hargrave is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following nine years at Bank of America, N.A. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model portfolio recommendations based on proprietary investment analysis and probabilistic modeling.

Rachel Kelly is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Merrill since 2019 and previously held roles at PFS Investments Inc, Life Time Fitness, and Primerica Financial Services. 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.

Steven Crate is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, and Raymond James & Associates. Outside of finance, he is a certified flight instructor involved with Monarch Air and Monarch Aviation, where he teaches aspiring commercial pilots. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Bikram Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients’ unique financial situations and goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Bikram holds a Bachelor's Degree from Y C College of Engineering and a Master's Degree from Symbiosis Institute of Management Sciences. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Bikram follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Travis Moss is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 10 years before joining RBC in 2026. Outside of his advisory role, he manages a hunting lease through MOSS HUNT LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies using both in-house and third-party managers, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Aaron Dyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he spent 16 years at LaSalle St. Investment Advisors and Lasalle St. Securities, and two years at Kestra Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Marjorie Zethraus is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with JPMorgan Chase and its affiliated firms since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and may include ESG criteria in its recommendations.

E Lawrence Smith is a CFP® with 18 years of industry experience, currently serving at Osaic since 2025. He previously spent 14 years at Lincoln Financial Advisors Corporation. Outside his advisory role, he is president of ELS Vision Wealth Management, offering commission-based insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and institutional clients, providing both brokerage and advisory services. The firm employs a model-based investment process with multiple program options, supported by a complex affiliate network and private-equity ownership.

Paul Bender is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes nearly two decades at Morgan Stanley in various capacities, followed by roles at Morgan Stanley Private Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, relying on research and analytics while distributing a broad range of financial products through affiliated bank and insurance entities.

Maria Stathakis is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. 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 portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor plans based on clients’ goals and risk tolerances.

Joseph Reina is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, with prior roles at CliftonLarsonAllen Wealth Advisors and Fidelity. 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. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations, including consideration of ESG factors.

Melissa Neidinger is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation and possessing 10 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a range of capital markets functions to support client goals.

Karell Diaz is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019, with prior roles at Associated Bank, Sprint, Chase Bank, Booking.com, and 211 San Diego. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Andrew Kacz is a financial advisor at OSAIC in Dallas, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining OSAIC in 2022, he worked at Allstate Financial Services LLC for seven years. He operates an advisory business under the name Elevated Wealth Advisory, providing financial services and fixed insurance products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers a mix of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization strategies, supported by a wide range of programs and third-party managers.

Daffan Nettle is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at UBS since 2021 and previously spent 20 years at JP Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he serves on the board of directors for the YMCA of Metropolitan Dallas Foundation and is involved with the Garden Club of America’s Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Paul Blage is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's priorities, considering factors such as risk tolerance, time horizon, and liquidity needs. Paul provides access to Merrill’s investment insights as well as banking convenience and lending solutions through Bank of America. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Southern Methodist University. Paul’s approach centers on helping clients manage their wealth by creating strategies adaptable to changing market conditions to pursue their financial goals.

Kyle Honor is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase Bank, N.A., Tradeweb Markets LLC, and had entrepreneurial experience co-running Stony Brook Pizza LLC. 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 searches, and customized performance reporting. The program emphasizes a combination of quantitative and qualitative research supported by a manager solutions team and incorporates ESG considerations within its investment recommendations.

Dominik Kokor is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Vandergriff Honda and Prime Trading LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Amanda Sharkawy is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, Texas, with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.