Jason Gordon is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2018 before joining J.P. Morgan in 2018. Outside of his advisory role, Gordon serves on the board of the Houston Jewish Community Foundation and is involved with the Holocaust Museum Houston’s finance committee. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mackenzie Somoza is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining UBS in 2019, Somoza worked at Goldman Sachs & Co. LLC and EY. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research-driven solutions.

Gregory Glosser is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of a global ministry and participates as a member of a homeowners association board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and customizes investment strategies using a combination of in-house and third-party managers.

Luc Du is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and 27 years of experience in the industry. He previously worked at Signator Investors, Inc. and has operated Du & Associates Insurance and Financial Services since 2000. In addition to his advisory work, he is involved in insurance sales through his agency. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a complex corporate structure and multiple third-party commercial arrangements.

Connie Sherrill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles with RBC Wealth Management and self-directed advisory activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Allen Treco is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Outside of his advisory role, he is involved in managing a family vacation home available for short-term rental in The Bahamas. 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, and institutional investors.

Christopher Branton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Raymond James since 2018 and previously spent one year at Nomura. He began his career after graduating from Southern Methodist University. Raymond James & Associates, Inc. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Elizabeth Blockhus is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Fidelity Investments and spent a decade in education before transitioning to wealth management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Preston Teller is an advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining RBC, he worked at Learfield Amplify and held roles at Southern Methodist University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ryan Stewart is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in managing rental real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Guy Rodgers is a financial advisor with LPL Financial based in Mansfield, TX, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he spent five years at Wells Fargo Advisors. In addition to his advisory role, Rodgers is also a licensed attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supported by research and model portfolios from various sources.

Charles Coleman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. He has been with JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2021. Outside of his advisory role, he was involved with New York City Lacrosse Camps, LLC for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Kurilecz Jr. is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is CEO and majority shareholder of Southern Style Nuts, Inc., a candy and nuts producer, and owns a consulting business focused on business acquisition and operations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gabriel Nunez Lafontaine is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining UBS, he gained experience in legal and tax consulting roles, including work with SEG Management, LLC and the IRS Office of Chief Counsel. He also provides intermittent legal and consulting services on tax and contract matters for SEG Management, a management service organization for a medical practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Mark Hoover is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 24 years before joining OSAIC in 2024. Hoover holds Series 63 and Series 65 licenses and is also president of M.D. Hoover & Associates, Inc., a property tax consulting and insurance firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Luke Milone is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Fidelity Investments before joining J.P. Morgan in 2018. Outside of his advisory role, Milone assists with developing an online platform for dental job placements, supporting a temporary staffing initiative within the dentistry field. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Ibukunoluwa Ismaila is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS in 2026, Ismaila has held roles at Wells Fargo, Project Destined, and has been involved with the University of Illinois Chicago and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Mason Williams is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Dallas, TX. Outside of his advisory role, Mason volunteers as a firefighter, EMT, and chief at the Cockrell Hill Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Mark Buchanan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at UBS Financial Services for seven years and at Principal Financial Group for two years. Outside of his advisory role, he is a passive investor in several local businesses and startups, including a restaurant financing company, a proptech firm, and a wine bar in Austin, TX. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Vijeran Zrile is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.