Benjamin Chiang is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial in Fort Worth, TX, where he has worked since 2020. His prior experience includes roles at American Airlines Credit Union, Cetera, Fidelity, and Merrill. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with diverse non-advisory financial services.

Nichole Rogers is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Outside of her advisory role, she owns and operates a family business called Always Smile 1st Apparel and Design, which designs and sells apparel and home decor. 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, and institutional investors.

Maglyn Scott is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, Scott held roles at Certified Financial Group, PNC Bank, Morgan Stanley, and other organizations. Outside of finance, Scott has experience working in education and retail, including at Treasure Village Montessori and Key Largo Chocolates. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides both wealth management and institutional trading capabilities through its broad platform.

Victoria Ferrusca is a financial advisor at Morgan Stanley in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities, Charles Schwab, and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Ryan Long is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the board of directors for the Cotton Bowl Athletic Association and the TCA Foundation, contributing to leadership and fund management for these organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Anita Kelley is a financial advisor at Morgan Stanley with 48 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its Private Bank since 2013, previously serving at UBS Financial Services from 1997 to 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Haley Hunt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, she held positions at Southern Methodist University and Jones Lang LaSalle among other roles. She serves as a volunteer board member for the T. Boone Pickens YMCA in Dallas and provides financial literacy education to justice-involved youth through Cafe Momentum. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models to support asset allocation and financial planning.

Kyle Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and custody services.

John Killen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Fidelity Investments Institutional Services Company. Killen serves as a board member on the finance committee of the nonprofit Saint Philips School and Community Center in Dallas, TX. 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 through a non-discretionary advisory program. The firm combines quantitative screens and qualitative research with forward-looking capital market assumptions to support its recommendations, which may incorporate an ESG eligibility framework.

Kristen Gunaca is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to each client’s Advisory Risk Profile through a combination of internal and third-party investment managers.

Brian Mittelstaedt is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Based in Dallas, TX, he serves institutional clients as part of a large advisory team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm combines quantitative and qualitative research for model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Robert Teal is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Hodges Capital Management, Beacon Pointe Advisors, and a business in cinema services. He has also worked in education at Texas Tech University and two high schools. Merrill provides managed account services primarily 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.

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.

Michael Woram is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Banc of America Investment Services, Wamu Investments, Ameriprise Advisor Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party strategies.

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.