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.

Ampelio Villa is a Series 66-credentialed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Arlington, TX. His prior experience includes roles at Bank of America, Merrill, and Fidelis Elite Systems. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Serena Khoury is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS and Morgan Stanley, with her most recent tenure beginning at UBS Financial Services in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary capital market assumptions and research to tailor investment plans and portfolio management.

Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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, pension plans, corporations, and charitable organizations.

Brandon Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera and Cetera Investment Services LLC from 2010 to 2020. Outside of his advisory work, he coaches for the Arlington Southwest Little League Baseball. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

Taylor Mahlandt is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, Mahlandt worked at J.P. Morgan Securities LLC and Morgan Stanley, and served three years in the U.S. Army. In addition to advisory work, Mahlandt has ongoing military service with the Texas National Guard. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.