Lily Hollis is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Financial and JPMorgan Chase Bank. She has also worked outside the financial sector, including at Evereve Boutique, and studied at the University of Georgia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative analyses.

Alejandro Gualy is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to his current roles, he worked at Global Process Consulting and Shell, and spent four years at Texas A&M Corpus Christi. 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 plans, corporations, and charitable organizations.

Robert Gryfinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2017. Outside of financial advising, he is a silent minority investor and partner in Rose Bridge Estate, a venue for weddings and events in Austin, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process incorporating quantitative and qualitative research, with capabilities including derivatives and commodities through affiliated entities.

Charley Ford III is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations with seven years of industry experience. He has worked at various J.P. Morgan entities since 2016. 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. The firm’s advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Bruce Cacho Negrete is a financial advisor at Raymond James & Associates in Dallas, TX, holding a Series 66 designation with 19 years of industry experience, all with Raymond James & Associates since 2007. He serves as a board and committee member of The Giving Exchange, a nonprofit focused on assisting youth in Africa, where he contributes financial expertise. 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 charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and research support.

Thomas Bucholtz is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies. With nearly a decade of experience in financial advising, Thomas focuses on helping high net worth individuals and young professionals navigate important financial transitions. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving goals. Thomas's areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He has been with Merrill Lynch for eight years and has ten years of experience in the financial industry. Thomas holds a Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina and maintains several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas lives in Dallas, Texas with his wife Courtney and their two children. In his personal time, he enjoys football, golfing, music, spending time with his family, and traveling.

Chad Whitney is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for 16 years before joining UBS in 2019. Outside of his advisory role, he invests with Element Property Company, a multi-family real estate investment firm. 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 employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tyler Tredway is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. He also owns TJ Tredway, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Matthew Meska is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Caliber Home Loans. He also has experience running a small business, Pip House LLC, from 2023 to 2024. 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 within a non-discretionary program.

Reece Morrison is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pfs Investments Inc and Primerica Financial Services. Morrison operates Morrison Wealth Advisory, a DBA for his LPL business. 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.

Randy Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 1996. He leads the Executive Planning segment and focuses on delivering financial strategies tailored to long-term wealth plans. Randy has expertise in equity awards, retirement planning, and helps clients navigate volatile markets as they approach retirement and beyond. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. Randy graduated from Texas Tech University with a bachelor's degree in business. He resides in Plano, TX, with his wife Hollie and their four sons. Outside of work, Randy volunteers by coaching his sons' sports teams, including baseball, soccer, and basketball.

Jon Vilmar serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Since beginning his career in 1982, he has specialized in personal retirement planning, portfolio management services, and retirement income strategies. Jon works directly with clients to develop customized financial plans that align with their unique goals, family dynamics, and risk tolerance. Jon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. His approach focuses on creating personalized portfolio strategies and retirement income plans through detailed analysis and collaboration with clients’ other professionals, including attorneys and accountants. Jon’s methodical planning emphasizes preserving wealth, growing capital, and securing lasting legacies. Outside of his professional role, Jon engages in activities such as adventure sports, chess, scuba diving, spending time with family, and traveling.

John Brimer is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he participates in competitive drag racing at sanctioned events and serves as president of his public accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports customized investment strategies and access to various platforms, distinguished by its broad range of financial services and a large advisor network.

John Ross is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, UBS Financial Services, and Morgan Stanley. 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, and institutional platforms, supported by a large network of investment adviser representatives.

James Jennings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with JP Morgan Chase Bank and Chase Bank since 2005. 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 structured, non-discretionary program.

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 and holds a Series 66 designation. His prior roles include positions at UBS Financial Services and STF Management LP. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of investment strategies with an ESG eligibility framework.

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 in various capacities since 2007, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing systematic methodologies and 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.