Arthur Spoerl is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Dallas, TX, and has 10 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also enlisted in the Oklahoma Air National Guard. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Mario Arnal Reveles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Wells Fargo Co., as well as involvement with The University of Texas at El Paso and a logistics services company. Outside of his advisory work, he owns and operates a freight and transportation business, FOREX GLOBAL, LLC. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Lance Whitworth is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America. Outside of advising, he participates in the Host Committee for the Folds of Honor Gala, assisting with event attendance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Tyler Chiperfield is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wheels Up. Prior to his financial services career, his background includes roles at Southern Methodist University and Morristown-Beard School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Fredrick Lehman is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Lehman serves on the board of directors for the Dallas Opera. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michele Powell is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is the sole manager of Dorothea Ventures, LLC, which makes private equity investments in startup companies, and serves as Membership Chair on the Board of Directors for Executive Women of Dallas. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Austin Killough is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. His background also includes time at Boeing and multiple engagements with the University of Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Lindsey Vickers is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AXA Advisors and McElvain Oil Company, where she also serves as an administrative assistant outside of her advisory role. Lindsey is based in Dallas, TX. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and investment strategies utilizing both in-house and third-party managers.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mendoza is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is also the author of "Skinny People Don't Understand" and manages Mendoza & Mendoza, LLC, which is related to his investment business. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm offers advisory services predominantly via model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Kelton Jr. is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Nina Threets is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. She is the founder of ManHERisms Inc, a nonprofit focused on educating and supporting women entrepreneurs through interviews, workshops, and networking. Threets also serves as Vice Chair of Abide Women's Health Services, a nonprofit aimed at improving birth outcomes in underserved communities, and she participates in several Dallas-based organizations that support women and children in need. 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 to guide its recommendations.

Thomas Eades is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers, leveraging its capital markets capabilities and affiliated asset management resources.

Michael Sell is a Series 66-registered financial advisor with Thrivent Investment Management, based in Dallas, TX. He has 23 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory work, he is the sole owner of Musterion Inc, a property management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority.

Aspen Reid is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS, Reid worked at Ming Entertainment and attended the University of Alabama. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and customized portfolio solutions.

Dean Parham is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan in 2022, he held positions at The Lubrizol Corporation, First Book, and several other organizations in various roles. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Wire is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2020. Outside of advising, he owns Wire Consulting Group, a marketing and consulting business based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Christopher Palamara is a CFA® charterholder and holds Series 66 and Series 63 licenses, with 12 years of experience in the financial services industry. He is currently a financial advisor at UBS Financial Services in Dallas, TX, where he has worked since 2019 through various related roles. His prior experience includes positions at J.P. Morgan Securities, Merrill, Kestra Financial Services, and Halcyon Wealth Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services including futures commission merchant activities, principal trading, underwriting, and affiliated banking programs.

Tucker Wadkins is a Series 66-licensed financial advisor with UBS Financial Services in Dallas, TX, and has five years of industry experience. Prior to joining UBS, he worked at the PGA Tour for three years and held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, blending proprietary research and model-based asset allocation to tailor portfolios aligned with clients’ goals and risk tolerances. The firm offers a broad platform including institutional trading capabilities, wealth management, and affiliated banking services.

Stetson Saunders is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. 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.