Coleman Mc Namara is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at Raymond James & Associates, Inc. for two years and has experience with SRS Real Estate Partners and Southern Methodist University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Stephen Owen is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he serves on the Board of Directors for the Texas Cowboys Alumni Association and the American Red Cross of Dallas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Byron Talbot is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2005 and has 18 years of experience in the financial services industry. Byron specializes in addressing the wealth management needs of business owners and entrepreneurs, assisting them in balancing professional and personal financial goals. In his role, Byron leverages the investment insights of Merrill Lynch and the banking services of Bank of America to provide clients with comprehensive financial solutions. He focuses on developing tailored strategies that help clients, their families, and their businesses pursue both short- and long-term financial objectives. Byron holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Northcliff. Committed to community involvement, Byron participates in volunteer activities within the communities he serves. Outside of his professional responsibilities, he enjoys golfing, tennis, and traveling.

Richard Fairchild Jr. is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He is currently with Morgan Stanley, having joined in 2023, following prior roles at City National Bank and RBC Capital Markets LLC. Outside of his advisory work, Fairchild serves on the boards of the Dallas Ecological Foundation and The Aradius Group. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, employing structured financial planning tools and models to support client goals. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management solutions through its network of financial advisors.

Jonathan Bassham is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of his advisory role, he operates several private ventures including a family holding company focused on private real estate, energy assets, and venture equity, as well as ownership in automotive and retail businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and advisory services.

Nicole Reiter is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Merrill from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Aleksandra Shteyn is a Certified Financial Planner® with 23 years of industry experience, currently serving at Edelman Financial Engines since 2014. Her prior roles include positions at EF Legacy Securities and Financial Engines Advisors L.L.C. She holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions through a committee-driven modeling process combined with planner delivery and online tools.

Kyle Merino is a CFP® professional with 14 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Merino has ownership in a rental property business in Dallas, TX. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lisa Allen is a financial advisor with LPL Financial in Mesquite, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Neighborhood Credit Union and LPL Financial in multiple periods since 2006 and has held roles at Aflac, MassMutual, and MML Investors Services. Outside of advisory work, she has been employed as a delivery driver for DoorDash. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Samuel Tillotson is a financial advisor at J.P. Morgan Securities with four years of industry experience. His background includes roles at Greenberg and Rapp Financial Group and service in the United States Army. He holds a Series 66 designation and is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary client decisions.

Audrey Beardain is a Series 66-registered financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2016, operating out of Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jane Lutz is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of her advisory role, she serves as president of family investment entities involved in managing and distributing family funds. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Charles Nop is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2009. 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, pension plans, corporations, and charitable organizations.

Tori Urano is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments in various capacities since 2012. Outside of her advisory role, she works as a dog sitter with Rover in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies and AI tools in portfolio management.

Linsi Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. (RJFSA) in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Morgan Stanley, Lincoln Financial Securities, and Hilltop Securities. Walker is also a licensed life insurance agent and is involved in financial planning and investment management with local wealth management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting implementation through its advisory programs and partnerships.

Aaron Gonzalez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined the firm in 2015, working alongside his father and brother. In his current role, Aaron leverages his financial expertise and cultural understanding to assist clients with complex wealth management needs. Aaron’s approach centers on attentive listening and thorough understanding of each client’s complete financial picture, life circumstances, and investment goals. He emphasizes personalized service and ongoing communication to tailor wealth strategies that reflect any changes in clients’ lives or risk tolerance. Aaron holds a bachelor’s degree in Finance and Economics from Texas Christian University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he resides in Dallas and enjoys playing golf, fishing, and hunting.

Kevin Burns is a financial advisor with Mass Mutual Investors Services in Paso Robles, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing industry-standard tools to develop collaborative, annual planning relationships.

Troy Swaner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including U.S. Bank Ascent, LPL Financial, BMO Private Bank, UBS, Bank of America, and Merrill. Based in Dallas, TX, he joined J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025. 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 broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Richard Nierling is a Series 66-credentialed financial advisor at RBC Capital Markets in Dallas, TX, with 20 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, Nierling is a partner in a car dealership and serves on the boards of a preschool and a charitable organization that hosts an annual golf event. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and tailors strategies based on each client’s risk profile using a mix of in-house and third-party investment managers.

David Olcomendy is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank and involvement with Meadowbrook Mingo Golf LLC and Lone Star Pharmaceuticals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.