Clayton Young is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2018. Prior to his current roles, he spent three years at the University of Kansas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Arnold is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Christopher Kotch is a CFP®-designated financial advisor with seven years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at Raymond James Financial, Carter Financial Management, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based financial recommendations without implementation, supported by holistic, goal-based analyses and an optional managed-account program called WealthPlan.

Bill Callis is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with the Advanced Planning Group/APG Wealth Management since 2016. In addition to his advisory role, he is involved in the sale of non-variable life insurance focused on estate, business, and succession planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports its large advisor network with specialized programs in municipal finance and employer-sponsored retirement plans.

Taylor Banks is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America Corporation and City Credit Union. Outside of his advisory role, Taylor is a content creator focusing on faith-centered storytelling through poetry and journaling, and he also provides dispatch support for a luxury rideshare service in Dallas. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to provide written asset allocation advice, investment manager searches, and customized performance reporting.

Robert Mastin V is a Series 66 licensed financial advisor with Edward Jones in Desoto, TX, where he has worked since 2011, accumulating 15 years of industry experience. Outside of his advisory role, he engages in woodworking and metalworking as a hobby and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member for Eastridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Pamela Gothard is a financial advisor at Wells Fargo Clearing with over 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory role, she serves as the treasurer for the Palos Verdes Home Owners Association in Mansfield, TX. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, 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 data.

Michael Lin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Wells Fargo and multiple roles connected to The University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside its wealth management services.

Mark Ellison is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera in Dallas, TX. He has previously worked at Avantax Advisory Services for 12 years and has been a partner at Five Star Advisor Partners, LLC since 2013. Outside of his advisory role, Ellison serves on the Board of Management for YMCA Camp Grady Spruce, where he volunteers with budget review, marketing, and staff training. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves individual, institutional, corporate, and charitable clients with a variety of discretionary and non-discretionary investment program options.

Ramon Gaytan is a financial advisor with J.P. Morgan Securities in Mesquite, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bank of America, Merrill, and multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm integrates quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Agustina Origlia is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan Securities, she worked at Morgan Stanley, Deloitte LLP, and J. Crew. 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 through a non-discretionary program.

Perry Sanders is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, Zumiez, Frost Bank, Credit Union of Texas, Target Corporation, and Best Buy Co. Inc. Outside of finance, he is involved in the entertainment industry as a music producer and performer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Bertino Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with UBS since 2008. Outside of his advisory role, he serves as an advisor to BOB APP, Inc., a technology company that develops an app to locate truck drivers for large moves. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Ashley Herbst is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011 and previously spent nine years at Harvard University. Herbst serves as a board member for The Winsor School, an all-girls private school, and for the Pokhrama Foundation, a nonprofit focused on building schools in rural India. 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 selection, and customized performance reporting. The firm’s approach combines quantitative screening with qualitative research and incorporates an ESG eligibility framework in its recommendations.

Amy Howe is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Caroline Sharp is a financial advisor at Stifel with 15 years of industry experience. She holds the Series 66 credential and has worked at Stifel since 2012, following prior roles at Barclays Capital Inc. and Goldman Sachs Wealth Services. She serves as an MBA Program Advisory Board Member at the University of Oklahoma’s Gene Rainbolt Graduate School of Business, contributing to discussions on student recruitment, corporate engagement, and curriculum. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both 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.

Kevin Rooker is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Jordan Bertain is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TCU ID Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.

Alexandra Dandes is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with 11 years of industry experience. She previously worked at Goldman Sachs and JPMorgan Securities, where she spent three years each before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through 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 provides research-driven, tailored investment solutions.

Blake Paul is a Series 66-licensed financial advisor with 17 years of experience, currently with UBS Financial Services in Dallas, TX. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.