Shannon Copeland is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. 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.

Kahlela Mungin is a financial advisor at Cetera with credentials including Series 63 and Series 65, and three years of industry experience. She previously worked at Fisher Investments and several other financial firms. Outside of her advisory role, she owns and operates a freight and logistics dispatching business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and supports multiple program structures with discretionary and non-discretionary authorities.

William Philips is a financial advisor with Equitable Advisors in Fort Worth, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles in nonprofit organizations such as Everynation Churches and Campus Ministries and The Heights Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and personal information.

Robert Knous is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Sunset Financial Services, Inc. He is also a licensed insurance agent specializing in life and health insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and investment management. The firm emphasizes model-based asset allocation and portfolio optimization and provides a range of brokerage and advisory programs for individual investors, retirement plans, charities, and corporate clients.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Kyle Kramer is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Bank of America. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Smith is a financial advisor with Equitable Advisors based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and automotive services. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and focuses on matching clients to appropriate investment models based on risk tolerance and personal information.

Nader El Zacuhra Cuadrado is a Resident Director and Wealth Management Advisor at Merrill Lynch. He provides comprehensive financial advisory services focused on helping families preserve assets, manage taxes, plan estates, and navigate retirement income matters. Additionally, he works with entrepreneurs on business growth, employee benefits, cash flow management, concentrated stock, retirement plans, and coordinated exit strategies. Nader takes a collaborative, team-oriented approach to wealth management, engaging specialists such as CPAs, estate attorneys, and M&A professionals to align strategies with his clients’ long-term goals. With over a decade of experience on Wall Street and since joining Merrill Lynch Wealth Management in Washington, DC in 2011, Nader is a CERTIFIED FINANCIAL PLANNER™ professional with several advanced credentials. These include the Certified Private Wealth Advisor (CPWA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a bachelor's degree from Towson University and an MBA from Hofstra University. Nader is fluent in English and Persian. Outside of his professional work, Nader and his family are active members of their community in Alexandria, VA. He is involved with the Tahirih Justice Center and affiliated with the Baha'i Faith. Nader’s personal interests include baseball, basketball, football, golf, and spending time with his family.

Raul Saucedo Sanchez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His previous work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as ownership of Arm Roofing, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Prudential Equity Group. Hughes serves on the board of directors for DCMS in Dallas. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets and serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach, offering both brokerage and advisory solutions.

Brent Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 32 years of strategic wealth planning and investment experience. He specializes in family wealth management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Brent creates customized portfolios and investment plans tailored to both wealth accumulation and income planning for affluent and high net worth families, individuals, and business owners. Brent holds a Bachelor's Degree from Texas Tech University and has earned the Professional Investment Advisor (PIA) designation. Before joining Merrill Lynch, he was a Senior Financial Advisor and Managing Director of Investments at Wells Fargo Advisors. He is committed to building personalized financial strategies, working closely with clients to help them pursue their long-term goals. Originally from Dallas, Brent has spent most of his life in the Dallas-Fort Worth area. He participates in community activities and enjoys a variety of sports and exercise, including weightlifting, cycling, golf, and swimming. In his personal time, he also enjoys cooking, both indoors and on the grill, as well as attending live music events with friends and family.

Tarannum Shams is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2015. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Brad Davis is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on developing long-term relationships with clients and their families to understand their unique situations and priorities. He works to help clients create long-term wealth plans that align with their goals. Brad has been with Fidelity Investments since 1996, holding various positions including Wealth Management Advisor, Wealth Planner, Financial Consultant, Investment Representative, Private Client Service Specialist, Premium Services Representative, Service Trading Representative, and Retirement Distribution Representative. His extensive experience spans multiple facets of financial services and wealth management. Outside of his professional responsibilities, Brad enjoys baseball, boating, spending time at the lake, and traveling.

Bryce Danley is a CFP®-designated financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Danley is involved in several business ventures, including ownership in Beez3, LLC, a home media systems franchise, and serves on the boards of multiple nonprofit organizations such as Academy 4, Armlynk International, and Uncharted Ministries. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Theresa Clark is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative process supported by proprietary research and tools, with enrollment limited to clients meeting certain investable asset criteria.

Darren Lewis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Comerica Securities. Outside of his advisory work, he is an officer at Tride Investments, Inc., a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Andrew Ash is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Wells Fargo Investments, LLC. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.