Alondra Fuentes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She has previously worked at Merrill and Bank of America, each for ten years. 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 searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using both quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

William Griffin is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chairman of the finance committee at the E.J. Ourso College of Business at LSU, where he supports fundraising and advises the dean. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm applies a structured financial planning process using firm-approved tools and offers both direct and employer-based financial planning services.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Arthur Spoerl is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Spoerl is also enlisted in the Oklahoma Air National Guard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework when appropriate.

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.

William Garland is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2008. 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

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 Series 66-credentialed financial advisor with 26 years of industry experience, currently with UBS Financial Services since 2013. He previously worked for Morgan Stanley and its affiliates from 2000 to 2013. Lehman serves on the board of directors for the Dallas Opera. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Enki Younan is a financial advisor at Merrill in Fort Worth, TX with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, with prior roles including positions at Bank of America, N.A. and Robert Half with the Illinois Housing Development Authority. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to this, he had brief roles at the University of Missouri and Boeing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and may include ESG criteria, supporting a broad range of institutional investment needs.

Melanie Straughan is a Financial Consultant I at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Melanie was a Financial Consultant at Equitable from 2019 to 2022. In her roles, Melanie partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. She focuses on enabling clients to make measurable changes in their financial lives through comprehensive financial planning and investment guidance.

Lindsey Vickers is a financial advisor at RBC Capital Markets with 9 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Axa Advisors, LLC. Outside of advisory work, she is employed as an administrative assistant with McElvain Oil Company. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with services spanning portfolio management, financial planning, custody, and brokerage.

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 in Red Oak, Texas, holding Series 65 and Series 63 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is the author of the book *Skinny People Don't Understand* and is a managing member of Mendoza & Mendoza, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies developed by third-party managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

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 financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Truist Investment Services, Merrill, Raymond James & Associates, and Valic Financial Advisors. Outside of her advisory role, she is the founder of ManHERisms Inc, a nonprofit focused on educating and supporting women entrepreneurs, and serves as Vice Chair of Abide Women’s Health Services, which works to improve maternal care outcomes. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a broad range of investment capabilities.

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.