Michael Hohenberger is a CFP® professional with over 31 years of experience in financial services. He is currently with Wells Fargo Advisors in Dallas, TX, having joined the firm in 2022 after nine years at JPMorgan Securities LLC. Outside of his advisory work, he manages a real estate business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing research and planning tools to provide tailored recommendations across a broad range of planning areas.

John Thompson Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and external investment managers.

Molly Edwards is a Certified Financial Planner (CFP®) with 12 years of experience at J.P. Morgan Securities in Dallas, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. 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, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Sterling Piepgrass is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

Brandt Manns is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at AEP Ohio/Pike Engineering and Ace Hardware Corporation. 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 to individuals, high-net-worth clients, and various institutions.

Elise Bell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, she was employed at Eastern General Realty and attended the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

James Haggin II is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Richmond National, Ticketmaster, and Dakota. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment process.

Duran Allen is a financial advisor with LPL Financial based in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. His career includes prior roles at Cetera, Valic Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Allen is also associated with American Airlines Federal Credit Union. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Randolph Balch is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His career includes positions at Royal Alliance Associates and Signator Investors, along with longstanding ownership of Financial & Insurance Services of Texas, LLC, where he provides financial planning and insurance services. Outside of his advisory work, he operates a hay farming business and maintains rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.

Tyler Gulbas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and MDB Capital Group. 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 capabilities with brokerage and investment management services.

Paul Cox is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with 20 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 owns rental properties in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools, offering a broad range of retail and institutional investment services.

Dennis Holzwarth is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Cetera and previously spent 13 years at Avanatx Investment Services, Inc. In addition to his advisory work, he owns and operates Team One Personnel Services, Inc., which provides payroll and staffing services to local businesses, and Wealth Building Inc., an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Chenell Mc Bean is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Forest Hills Financial Group, and Equitable Advisors. She is also employed by JPMorgan Chase Bank, where she offers certain banking products and services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Angelique Cruz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various firms including Northwestern Mutual Investment Services LLC and WWA Integrated Wealth Strategy Group prior to joining J.P. Morgan in 2022. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Benoit is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of finance, she was self-employed with USA Travels from 2016 to 2019. 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 institutional investors.

Jared Kuykendall is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2020. Jared serves as a board member of the Foundation for Tulsa Schools, participating on its Finance & Audit committee to provide financial oversight and investment strategy guidance. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Koestner is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Dallas Park Cities Lions Club, leading community service activities focused on children's eye care and local events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual and institutional clients. The firm offers a variety of fee-based programs with portfolio management tailored to clients’ risk profiles, incorporating both in-house and third-party investment managers.

Carlos Hernandez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at The Vanguard Group and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.