Casey Fung 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 and Bank of America, he worked in the hospitality industry and has been a DJ for bars, parties, and events since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 20 years working with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at the Grapevine Church of Christ. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Roderick Wilson is a financial advisor with Merrill in Grand Prairie, TX, holding a Series 66 credential and two years of industry experience. He has been with Merrill since 2000 and also worked at Texas Christian University from 2021 to 2023. 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 clients, pension plans, corporations, and charitable organizations.

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.

Andrea Marin Murillo is a financial advisor with J.P. Morgan Securities in North Richland Hills, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Simmons Bank, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broad derivatives and commodities capabilities.

Jim Brito is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, PEOPLES UNITED BANK, JP Morgan Securities, JP Morgan Chase Bank, and Citibank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

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.

Letitia Ruelas is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Based in Fort Worth, TX, she has worked extensively within the firm over the past 17 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Allen Sabanovic is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. His career includes multiple roles within Morgan Stanley and its affiliate Morgan Stanley Smith Barney, as well as a three-year period at Americana Partners Securities, LLC and Americana Partners, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Jared George is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Verterent Capital, Morgan Stanley Private Bank, and Herring Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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.

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.

James Alders is a financial advisor at Raymond James Financial with 39 years of industry experience. He held a position at Comerica Securities for 28 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Alders is a founding partner of BrightHawk Wealth Management LLC and operates Alders Wealth Management LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Anna Evans is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and educational involvement at Oklahoma State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

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.

Callie Trujillo is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, Planning Consultant, and Investment Consultant before her current position. Throughout her tenure, Callie has developed expertise in financial planning and investment consulting, working collaboratively with clients and her Wealth Management Team to create personalized strategies aligned with clients' goals. She emphasizes the importance of listening to clients to provide thoughtful financial guidance during significant life transitions. Outside of her professional role, Callie has interests in art, playing instruments, painting, pets, tennis, and traveling.

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.