Josh Vandiver is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His previous roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, COMPASS Bank, and TD Ameritrade Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services with options including model portfolios, third-party asset management, and institutional platforms.

James Jennings is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Chase Bank since 2005. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Brooke Williams is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she held positions at Morgan Stanley and taught at Baylor University’s Hankamer School of Business. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

John Watson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and several other firms. He has also spent four years studying at the University of Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sheulki Shin is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Miguel Salazar Jr. is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

William Corbellini is a Private Wealth Advisor at Merrill Private Wealth Management. He joined Merrill in 1984 and is a founding member of the group. He helped architect the team's investment approach and specializes in the ultra-high-net worth segment, providing custom strategic plans and asset allocations tailored to each client's goals. Bill earned a bachelor's degree in finance from the University of Colorado and served as an officer in the US Air Force. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Outside of work, Bill enjoys skiing, surfing, biking, bungee jumping, and hiking. He and his wife, Jane, live in Dallas, TX with their three children. They are involved with several organizations including Big Thought, Ability Connections, Colorado University's Leeds School of Business, and the Parsons Scholar Program.

Jeff Johnson is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with Merrill since 2002 and has also been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm supports its investment management through various program strategies and maintains close integration with Bank of America affiliates and their capital-markets platform.

Reid Stein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior roles include positions at Texas Capital Bank, Meadowbrook Family Holdings, Tregan Energy Partners, Gefen Capital, and Southern Glazer's Wine and Spirits. Stein is a minority owner of a family investment vehicle and is also associated with Malabar Capital Management, an LLC used for family estate planning in which he holds ownership but has no active responsibilities. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Jennifer Pello is a financial advisor with Charles Schwab in Irving, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investment due diligence, and integrated custody and brokerage services.

Marc Haggar is a Series 66-licensed financial advisor with 25 years of industry experience, currently serving clients at UBS Financial Services in Dallas, Texas since 2011. He is involved with the Cystic Fibrosis Foundation of North Texas as an advisory group member, contributing to fundraising and awareness efforts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Billy Ray Jr. is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His work history includes roles at Bank of America, Charles Schwab, and Frenzel CPA. 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 individual, high-net-worth, and institutional clients.

Carlos Garcia is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Merrill since 2019 and Bank of America since 2021. His prior experience includes roles at Discover Financial Services, Five Guys, Lee Armory, AAA Landscape, and Arizona State University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Noemi Bravo Rebollar is a financial advisor with LPL Financial based in Dallas, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL in 2023, she worked at Neighborhood Credit Union and Altra Federal Credit Union. She is also commissioned as a notary in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 investment adviser representatives.

Jason Irons is a CFP® professional with 17 years of industry experience, currently serving with Cambridge Investment Research Advisors. He has been with Cambridge since 2010. Outside of financial advising, he serves as a trustee and board member at Fielder Road Baptist Church and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple investment platforms and proprietary as well as third-party strategies.

Kelly Perkins is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. His prior roles include positions at Greater Texas Federal Credit Union, RBC Capital Markets, and Citigroup Global Markets. He has also served as a teacher at Southern Methodist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supported by extensive research and technology tools.

Aaron Womack is a Series 66 licensed financial advisor with four years of industry experience. He currently works at LPL Financial and Texas Trust Credit Union, having previously been employed by Edward Jones and Sprouts Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Emily Polito is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in wealth planning and retirement planning, with a focus on creating comprehensive, written financial plans that address the full financial picture of her clients. Emily helps clients prioritize and pursue their most important financial goals through personalized wealth management strategies. Emily joined Merrill in 2012 in the Wilmington, Delaware office. In 2017, she relocated to Dallas with her family. Her areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, and supporting women and wealth. She holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Emily earned her Bachelor's Degree from Trinity College. Outside of her professional work, she enjoys camping, cooking, hiking, reading, and spending time with her family.

Coy Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client focus areas, including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as legacy planning and personal retirement planning. Coy works closely with clients to develop personalized financial strategies tailored to their long-term goals, incorporating investment insights from Merrill and banking and lending solutions from Bank of America. Coy holds a Bachelor's Degree in Finance from the University of Alabama. He maintains professional designations such as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, Coy is actively involved in volunteering within his community and enjoys adventure sports, cooking, football, golfing, music, reading, swimming, watching movies, and spending time with his family.

Melyse Mpiranya is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Husch Blackwell, LLP, Kirkland and Ellis, LLP, Lavelle Law, Ltd., and Loyola University Chicago School of Law. UBS Financial Services 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.