Christopher Kotch is a CFP®-designated financial advisor with seven years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at Raymond James Financial, Carter Financial Management, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based financial recommendations without implementation, supported by holistic, goal-based analyses and an optional managed-account program called WealthPlan.

Bill Callis is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with the Advanced Planning Group/APG Wealth Management since 2016. In addition to his advisory role, he is involved in the sale of non-variable life insurance focused on estate, business, and succession planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports its large advisor network with specialized programs in municipal finance and employer-sponsored retirement plans.

Taylor Banks is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan in 2021, Banks worked at Bank of America Corporation and City Credit Union. Outside of finance, Banks owns a content creation business focused on faith-centered storytelling and poetry. 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 and investment management capabilities.

David Cobb III is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adapts strategies as clients' situations change. David holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Texas System.

Robert Mastin V is a financial advisor with Edward Jones in Desoto, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a woodworking and metalworking hobby business and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member at Eastridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated services, supported by a large national network of financial advisors and branch offices.

Pamela Gothard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for the Palos Verdes Home Owners Association in Mansfield, 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 management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isaac Cerpa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in tailored financial advice aligned with clients' unique goals. Since beginning his career in the banking and financial services industry in 2012, he has focused on providing comprehensive guidance in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Isaac holds a Bachelor's Degree from Dallas Baptist University and has earned professional designations as a Chartered Retirement Planning Counselor® (CRPC®) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, he is able to serve a diverse client base, including Spanish-speaking individuals seeking financial guidance. He is a member of the NTX Hispanic/Latino Organization for Leadership & Advancement (HOLA). Beyond his professional work, Isaac and his wife are active in their local church community. He also contributes as a facilitator for Clay Student Leadership, an initiative that provides leadership lessons to elementary students in the Dallas Independent School District. His personal interests include camping, hunting, and spending time with his family.

Mark Ellison is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Cetera since 2025. He previously worked at Avantax Advisory Services and its affiliated entities from 2013 to 2025. Ellison is a member of the board of directors for YMCA Camp Grady Spruce, where he volunteers in budgeting, marketing, and staff training. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services to individual, institutional, and retirement plan clients through multiple program structures and affiliated strategic partners.

Quyen Cao is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked at Bank of America/Merrill Lynch for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework for recommending strategies.

Agustina Origlia is an advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her previous roles include positions at Morgan Stanley, Deloitte LLP, and JPMorgan Chase Bank, N.A. She also attended Northeastern University. 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 applying an ESG eligibility framework in its recommendations.

Perry Sanders is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, Zumiez, Frost Bank, Credit Union of Texas, Target Corporation, and Best Buy Co. Inc. Outside of finance, he is involved in the entertainment industry as a music producer and performer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Bertino Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with UBS since 2008. Outside of his advisory role, he serves as an advisor to BOB APP, Inc., a technology company that develops an app to locate truck drivers for large moves. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ashley Herbst is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011 and previously spent nine years at Harvard University. Herbst serves as a board member and finance committee member for The Winsor School, an all-girls private school, and is also on the board of the Pokhrama Foundation, which builds schools in rural India. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Amy Howe is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. 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.

Caroline Sharp is a financial advisor at Stifel with 14 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. Sharp serves on the MBA Program Advisory Board at the University of Oklahoma’s Gene Rainbolt Graduate School of Business, where she participates in discussions on student recruitment, corporate engagement, and curriculum. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Kevin Rooker is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Jordan Bertain is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TCU ID Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.

Alexandra Dandes is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with 11 years of industry experience. She previously worked at Goldman Sachs and JPMorgan Securities, where she spent three years each before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Blake Paul is a Series 66-licensed financial advisor with 17 years of experience, currently with UBS Financial Services in Dallas, TX. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.