Paula Thibodeaux is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been associated with Wells Fargo Clearing since 2018 and has also worked with Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, TX. He brings over 25 years of experience working with institutional investments and high net worth individuals. His role centers on creating personalized financial strategies tailored to individual long-term goals, supported by Merrill's investment insights and Bank of America's lending solutions. Before joining Merrill, Robert served as Chief Investment Strategist for a local CPA firm where he managed client assets exceeding $1 billion. He was responsible for the firm's asset allocation strategy and investment manager due diligence. He also has experience as a discretionary portfolio manager and team leader serving high net worth individuals and trusts at Bank of America. Robert holds the Chartered Financial Analyst (CFA) designation, earned in 2002, a Master of Business Administration from the Thunderbird School of Global Management, and a Bachelor of Arts in Liberal Arts from the University of Oklahoma. He is a member of the Dallas Association of Investment Analysts and participates in community activities including volunteering with the Boy Scouts of America. His personal interests include adventure sports, camping, hiking, and running.

Jesus Gamez is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Travis Sullivan Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, previously working at City National Bank. Sullivan serves on the board of the Kraddick Foundation/Kidd’s Kids and is a member of the Dean’s Advisory Board for the University of North Texas G. Brint Ryan College of Business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized advisory programs and integrates investment management with wealth planning, utilizing a range of in-house and third-party managers tailored to clients’ risk profiles.

Jessica Owens is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Goldman Sachs, Bank of America, Merrill, and JPMorgan Chase Bank. Owens also worked with the University of North Carolina and was involved with SXSW LLC for five years. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Almohannad Alabed is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently an advisor at Edward Jones in Dallas, TX, having joined in 2025. His prior experience includes roles at Fidelity Investments, Resolute Investment Managers, and Kestra Investment Services (Bluespring Wealth Partners). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Mc Adams is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marica Davis is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She worked at Goldman, Sachs & Co. for 11 years prior to joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Matthew Foster is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial planning process.

Paul Stam is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Stam serves as an adjunct professor teaching international estate planning at Golden Gate University College of Law and the University of San Francisco and is also a fiction author working on multiple novels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate proprietary modeling techniques.

Steve Christensen is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as treasurer for the Christensen Family Foundation and acts as a trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sergio Ortiz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at C1PRO and Dream Sponsor, LLC, in addition to his long tenure at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.

Charlotte Logann is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984. Outside of her advisory role, she serves as an executor for a friend. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

Dayna Moser is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Goldman, Sachs & Co. for 15 years before joining UBS in 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation through its network of financial advisors.

Kelly Lane is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services and Paine Webber Inc. since 1983. Lane also serves as a trustee and beneficiary of a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Stephen Debeer is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Bank of America and Merrill. Based in Dallas, TX, he holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses primarily as a foundation for client decisions.

Adam Wilson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1996 and holds the Series 63 and Series 65 designations. Outside of his advisory role, Wilson serves as president and board member of a homeowners association in Dallas, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans for clients.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Sarah Faltot is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is employed by JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.