Anne Benton is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2012. Benton also has seven years of experience at Bank of America, N.A. 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 and profit-sharing plans, corporations, and charitable organizations.

Colton Shearer is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities, as well as engaging with The University of Texas at Austin in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 advice to client goals and risk tolerances.

Susanne Clift is a financial advisor with RBC Capital Markets in Dallas, TX. She holds a Series 66 designation and has seven years of industry experience, including four years at Essilor of America prior to joining RBC Capital Markets in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Garrett Galberach is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at Gartner and Paycor, as well as involvement with several entrepreneurial ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options across diversified portfolios with a long-term orientation.

Isabel Wilcox is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wells Fargo, Koch, and JPMorgan Chase Bank, N.A. Outside of finance, she worked at Camp Winnamocka for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Jones is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cambridge Investment Research, Securities America, and Merrill. He has experience managing retirement plans through his own firm, Jones Retirement Plan Advisers, which he has operated since 2018. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment platforms to construct portfolios that meet client risk tolerances and preferences.

Michael Reinbold Jr. is a financial advisor at UBS Financial Services in Dallas, TX, with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for several family trusts associated with a client, involved in executing trust-related duties as needed. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Roland Cuellar Jr. is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co, alongside managing his own firm, Cuellar and Associates LLC, since 2016. Outside of his advisory work, he is involved in several business ventures including Diogenes Holdings LLC. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various investment strategies supported by advisor tools and research.

Carolyn Davila is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has previously worked at Edward Jones, LPL Financial, Financial Telesis Inc, UBS Financial Services, Morgan Stanley, and earlier at Merrill. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mason Tarrant is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, beginning his career in 2025. His prior experience includes roles at Merrill and PNC, as well as involvement with the McCoy College of Business Student Managed Investment Fund and Perry Ellis International during his academic years. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Joseph Murt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked for Goldman, Sachs & Co. for 13 years before joining UBS in 2024. 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, supported by proprietary research and a broad platform of capital markets and lending solutions.

Meredith Mc Kay is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018 and previously spent two years with UBS Financial Services. Outside of her financial advisory role, she is a partner in a self-storage investment venture in Rockwall, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Meeks is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Cambelle Bouchard is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. Prior to her current role, she worked at Brut Lighting and attended Southern Methodist University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Pablo Moreno 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. He has worked at multiple entities within the J.P. Morgan organization since 2018, as well as at TD Ameritrade and Aerotek prior to that. In addition to his advisory role, he is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products and services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized manager due diligence.

Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He also teaches at Colorado Technical University outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Josh Deever is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of advisory roles, he has several years of experience in the food service industry and was involved with the Tyler Association of Soccer Officials. 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.

Michael Danter is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates since 2015. Danter also operated as a sole proprietor since 2006 and was previously with First Independent Advisory Services, Inc. from 2010 to 2016. In addition to advisory work, he conducts life and health insurance sales through his sole proprietorship. OSAIC serves a diverse client base, including individual and institutional investors, and offers integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Virkeisha Palmer is a financial advisor at Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Her background includes roles at Pfs Investments Inc and Primerica Financial Services since 2020, as well as prior work in education with the Escambia County School District. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program using model-driven strategies and discretionary management, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

William Piazza Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and nine years of industry experience. He previously worked at RBC Capital Markets for ten years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 client plans.