Mark Joslin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2001 and focuses on wealth transfer, concentrated stock strategies, and portfolio management. Mark is a qualified portfolio manager who provides traditional advice and guidance and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Mark's clients are typically retired or approaching retirement, seeking to enjoy the wealth they have created. His team coordinates with clients' CPAs, attorneys, and other financial professionals to deliver individualized advice based on risk tolerance, time horizon, liquidity needs, and investment goals. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Mark graduated with distinction from the United States Naval Academy with a bachelor's degree in systems engineering and earned his MBA in finance and strategic management from The Wharton School at the University of Pennsylvania. Prior to his career in wealth management, he served as an aviator in the United States Navy and worked in manufacturing and agricultural industries. Outside of work, Mark enjoys football, swimming, and spending time with his family.

Brandon Rios is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he held positions at several credit unions and health-related organizations. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Russell May is a CFP® with 28 years of industry experience, currently advising at Stifel in Dallas, TX. His career includes roles at Merrill, UBS Financial Services, and Bank of America. He serves as a Trust Committee member on a non-family trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Delia Mendoza Perez is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Geneos Wealth Management, Inc. for seven years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary planning through a centralized consulting team.

Brandon Vu is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Crowe LLP and has experience outside finance, including operating Texas Elite Auto Detailing and White Tiger Taekwondo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Piers Hurley is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2006. Outside of his advisory role, Hurley oversees the Hurley Family Foundation and serves as an executive director for Aid to Gospa's, a philanthropic foundation supporting orphans. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and asset allocation models to tailor financial plans. The firm provides institutional trading capabilities alongside wealth management services, including brokerage, advisory, custody, underwriting, and capital markets solutions.

David Nieto is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, with one year of industry experience. His prior roles include positions at Bank of America, N.A., Euro United LLC, and time spent at the University of Texas at Arlington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julio Delgado is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Raymond James & Associates and Marvel Industrial Coatings, LLC. 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 searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, supporting a range of eligible strategies that may include an ESG framework.

Nicholas Bartunek is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at J.P. Morgan Securities and Nationwide Investment Services Corporation. 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.

Alesia Coffman is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Certified Divorce Financial Analyst (CDFA) designation and the Personal Investment Advisor (PIA) designation. She earned her Bachelor's Degree from Saint Leo University. Alesia specializes in helping individuals and families navigate the financial complexities of divorce and other challenging life transitions. She provides personalized strategies in wealth management, retirement planning, and risk mitigation, aiming to simplify complex financial concepts so clients can feel empowered and secure in their financial decisions. Committed to building strong relationships, Alesia follows Merrill's tradition of community involvement by volunteering with local organizations. Her approach emphasizes integrity, empathy, and expertise to support clients in achieving financial confidence.

John Dang is a financial advisor at Merrill with 9 years of industry experience and a Series 66 designation. He has been with Merrill since 2007, totaling 19 years at the firm. 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 plans, corporations, and charitable organizations.

Charles Mckinney is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves as chairman of Heroes Celebrity Baseball, a charitable 501(c)(3) nonprofit, and is involved in businesses including owning Wind Voyager, LLC, a charter catamaran company, and investing in The Dunk Collection, an e-commerce company selling basketball-related items. He also serves on the board of the Mark Cuban Heroes Recreational Centers Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and product offerings.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Alexander Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and circumstances. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Alexander holds a Bachelor's Degree from The University of Texas at Austin and carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes educating clients on financial planning to help alleviate confusion and fear around investments. Outside of his professional work, Alexander enjoys golfing, spending time with his family, and traveling. He is also involved in community service, reflecting the Merrill tradition of participating in the communities served.

Jeffrey Mcnaughton is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs using both proprietary and third-party advisory solutions.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Francis Rouquette III is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner and CEO of Tiras Wealth Management, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations primarily for clients with Ameriprise-managed accounts.

Grafton Ifill III is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Goldman Sachs & Co. from 2015 to 2019. Ifill is based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with both quantitative and qualitative research, incorporating ESG factors and broader derivatives capabilities.

Kenneth Craven is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Wealth Management for eight years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerry Fagelman is a financial advisor at UBS Financial Services in Dallas, TX, with 28 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the Investment Executive Board at UT Dallas and is a board member of The Ackerman Center, a Holocaust educational center affiliated with the university. 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. The firm offers customized financial planning and portfolio management using proprietary research and investment models.