Emily Lin is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at RBC Capital Markets for four years and has background experience outside finance with Foh Furniture LLC. Lin holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Charne is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Paul Pittman is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 designations. Outside of his advisory work, he volunteers as a camera operator for the television ministry at Prestonwood Baptist Church in Plano, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and affiliated investment products.

Gary Owens is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Owens serves as an advisory board member for Dallas Contemporary, a nonprofit art museum in Dallas focused on exhibitions and educational programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Michael Huston is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and 54 years of industry experience. He has been with Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a professor with the Texas State Board of Public Accountancy. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Estela Rodriguez Rangel is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity and Nationwide Investment Services Inc. prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and formal advisory roles with registered investment companies and fund-of-funds.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jereme Lancaster is a financial advisor at Edward Jones in Dallas, TX, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Nicholas Sehr is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Capital One Investing, LLC. He is based in Dallas, TX. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grace Whitty is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation. She has one year of industry experience, including previous roles at Stifel and Qualcomm. Outside of finance, she has been involved with Cal Poly Athletics and operated a boat rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, providing a broad range of financial services.

Samuel Fishman is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has prior experience at Hallett & Perrin PC, Stromberg Stock PLLC, Cooper and Scully P.C., and academic roles at SMU Dedman School of Law and the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeled outcomes to support its financial planning process.

Taylor Steele is a CFP® with 21 years of industry experience, currently serving with Raymond James Financial in Irving, TX. He has been associated with Raymond James Financial Services, Inc. since 2005 and is also involved with Cadent Capital, LLC, where he acts as a wealth manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

Thomas Frye is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Frye serves as a trustee managing assets for the Frye 2000 trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Laird Johnson is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his sister. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Paul Gay is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Morgan Stanley for 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Robert Blackford is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is a partner in Abacoholics LLC, which owns a vacation home. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Summerlin Maze is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and over 30 years of industry experience. Prior to joining Edward Jones in 2022, Maze worked at Bank of America for 27 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Zachary Walker is a financial advisor at Edward Jones in Dallas, TX, holding the Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he held roles at Splunk, Inc., NXTSYS Consulting, Inc., AT&T, Inc., and Matador Resources. Outside of his advisory work, he serves as a sales manager for a seasonal Christmas tree farm in Plano, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Dewayne Bell is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has involvement with Crossmovement Progression, a real estate investment business he owns. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Michael Mulvihill is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, progressing through various positions including Portfolio Specialist, Client Management Representative, Personalized Planning & Advice Associate, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Michael is a CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual goals. His practice emphasizes trust, integrity, and transparency as foundational values in guiding clients through different market conditions to achieve their financial objectives.