Sarah Beatty is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she held various roles including positions at the University of Arizona, PK Financial Strategies LLC, and C.O.R.E Marketing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Price is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at PFS Investments Inc for 10 years and has additional experience with Johnson Controls, Inc. and Primerica Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including third-party asset management and institutional platforms.

Gavin Gold is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 credentials with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and involvement with various organizations such as The Posse East and Delta Delta Delta. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Brian Hickey is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. 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. Their advisory process includes quantitative and qualitative due diligence and incorporates an ESG eligibility framework, with a range of derivatives and commodities capabilities.

Bryan Keever is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees business operations and strategic vision for BCK Management Services LLC, a financial services business management firm he owns. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, non-discretionary recommendations using research-driven models and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

Fiyinfoluwa Esho is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, Esho held various roles at JPMorgan Chase Bank, NA, and has experience at Cornell University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexis Colon is a financial advisor with UBS Financial Services in Dallas, TX, holding the Series 66 and Series 63 licenses and possessing 10 years of industry experience. Their career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Neuberger Berman, and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to customize plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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.