Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.

Mauro Marquez is a financial advisor at Stifel with 15 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Neuberger Berman LLC and Texas Capital Bank. He serves as a board member and treasurer for the Leadership Forward Mentoring Program. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.

Grant Tomashoff is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of offerings including fee-based financial planning, discretionary portfolio management, and market-making activities.

Michael Milner is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 28 years of experience to his role. He primarily works with clients who have assets exceeding two million dollars, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael completed his high school education at WC Mepham. Outside of his professional work, he spends time golfing, playing tennis, traveling, and enjoying time with his family.

Tyler Wood is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Dallas, TX. He joined UBS in 2019 after working at TD Ameritrade and has prior experience in healthcare and academia. 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 a network of financial advisors who use proprietary research and model-based asset allocations.

Angela Hinds Arolfo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. She previously worked at RBC Capital Markets, LLC for four years before joining UBS in 2020. Outside of her advisory role, she holds a real estate broker license and engages in personal real estate transactions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Ivan Rodriguez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously held roles at Bank of America, JPMorgan Chase, and Security Service Federal Credit Union. Outside of his advisory work, Rodriguez owns and operates an online sales business, Bluxisyu LLC. 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.

Anna Carlyle is a CFP® and PFS™ credentialed financial advisor with 34 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera since 2025, following a decade and more with Avantax Advisory Services and Avantax Insurance Agency. Carlyle serves as a Trustee managing a family trust and has contributed to the American Institute of Certified Public Accountants by developing questions for the Uniform CPA Examination. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Horace Nash Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 1995 and previously worked at Kidder, Peabody and Company for several decades. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and solutions.

Lois Cartwright is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has worked at Merrill since 1982 and has been with Bank of America, N.A. since 2011. Cartwright serves on the advisory board of the Catholic Foundation and is a director for a homeowners association, engaging in community and nonprofit activities. She is also a board member of the MacFarlane Foundation, supporting educational scholarships. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Richard Tucker is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Baton Rouge, LA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Antonio Monk is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved with Positive Pictures, a live video production company, and serves on the advisory board for WTTW Public Television, supporting their planned gifts program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Regina Wortham is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1983. Outside of her advisory role, she serves part-time as an office assistant for Media Defined Inc., a for-profit S-Corp based in Dallas, Texas. 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.

Annika Cail is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at ConVince Capital and Commerce Street Capital, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Rita Karl is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning both wealth management and private banking. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cameron Le Seane is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for seven years and served in the U.S. Navy from 2013 to 2018. He is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Carlos Delgadillo is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Archfellow and in the food service industry. Outside of his advisory role, he manages a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of financial advisors and branch offices nationwide.

Ryan Bell is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Brendon Evers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Odlingard Capital Management LLC. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.