Robyn Scott is a CFP® and holds a Series 66 designation, working with Edward Jones in Grapevine, TX. She has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Erick Miller is a financial advisor with Primerica Advisors in N Richland Hills, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1994 and has held roles at Managed Health Network and Centene. Outside of his advisory work, he owns MPIRE Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

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.

Mark Bowlby is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has work history with Concord Wealth Strategies and MB&MB Consulting Group LLC, where he provides retirement planning, investment planning, and estate/wealth transfer services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes fact-finding and risk profiling tools to tailor recommendations and supports its clients through advisory programs and institutional consulting.

Regan Hasley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current role, he has worked across several positions within the JPMorgan Chase organization and other companies. He serves on the board of the YMCA of Metropolitan Fort Worth. 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 combines quantitative screening and qualitative research to deliver model asset allocations, incorporating ESG criteria and utilizing affiliated implementation services.

Patricia Fuentes Lara is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 16 years of experience in the financial industry. She partners with individuals, families, corporate executives, and business owners to help define and achieve their financial goals through personalized strategies that integrate investment management, strategic planning, and risk considerations. Patricia specializes in working with corporate professionals and business owners, including designing and implementing equity compensation and retirement plan strategies aligned with broader financial objectives. She holds the Chartered Financial Consultant® (ChFC®) designation, the Certified Plan Fiduciary Advisor® (CPFA®) designation, and other professional credentials that support her comprehensive planning approach. Patricia earned a Bachelor of Science degree in Operations and Information Systems Management from The Pennsylvania State University. Throughout her career, she has focused on simplifying complexity and providing disciplined, proactive guidance to help clients make informed and confident decisions. Patricia is involved in professional and community organizations such as the Association of Latino Professionals for America (ALPFA), Hispanic Women Network of Texas (HWNT) in Dallas, the Women Business Council – Southwest (WBC-S), and the YMCA of Metropolitan Dallas. She provides educational seminars on financial literacy within the Hispanic Latino community. Patricia and her husband Luis live in Dallas with their two children.

Sahar Shakeri is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and RBC Capital Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Jessyca Miller is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015, following three years at PNC Managed Account Solutions, Inc. She is involved in insurance-related activities through several affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

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 with Merrill in Fort Worth, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Bank of America, Charles Schwab, TD Ameritrade, Fidelity Investments, and Milliman, Inc. She also operated a self-employed travel business for three years. 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 investors, pension plans, corporations, and charitable organizations.

James Lipari is a CFP® certified financial advisor with 35 years of industry experience. He has been with UBS Financial Services since 2015 and previously worked at Merrill and Osaic FA, Inc. Lipari serves on the Big Brother Big Sisters of Kansas City Alumni Board of Directors and advises a small family-run hydroponic farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Leonard Segal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2020 and was previously with Raymond James & Associates Inc from 2014 to 2020. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporates ESG eligibility where applicable, and includes broader derivatives and commodities capabilities.

Judith Polak is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones and Prospera Financial Services, with over a decade at Prospera before joining LPL Financial in 2020. 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, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Meylor is a CFP® professional at Robert W. Baird & Co. with nine years of industry experience. Prior to joining Baird in 2026, he worked at Carter Financial Management, Raymond James Financial Services, Brennan Financial Services, and Merrill Lynch. He volunteers as a VITA volunteer with Catholic Charities Dallas and serves on the education committee for the Financial Planning Association's Dallas/Ft Worth chapter. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations with comprehensive wealth management services. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection and research, including the use of internal tools and artificial intelligence.

Heidi Gough is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a director and board member at the Corinthian Sailing Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Randy Odom is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and Wells Fargo Clearing. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has a 50% ownership interest in mineral rights in Morgan Hill, Texas. Wells Fargo Advisors serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Bo Lamar is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 designations. His prior work experience includes roles at Renegade Well Services, Diamondback Energy, Taurex Drill Bits, and FDL/Devon Energy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Faller is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.