John Brimer is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he participates in competitive drag racing at sanctioned events and serves as president of his public accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports customized investment strategies and access to various platforms, distinguished by its broad range of financial services and a large advisor network.

John Ross is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, UBS Financial Services, and Morgan Stanley. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Josh Vandiver is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, COMPASS Bank, and TD Ameritrade Investment Management. 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 portfolios, and institutional platforms, supported by advanced operational tools and a broad suite of non-advisory financial products.

James Jennings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with JP Morgan Chase Bank and Chase Bank since 2005. 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 through a structured, non-discretionary program.

Brooke Williams is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she held positions at Morgan Stanley and taught at Baylor University’s Hankamer School of Business. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

John Watson is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. His prior roles include positions at UBS Financial Services and STF Management LP. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of investment strategies with an ESG eligibility framework.

Sheulki Shin is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Miguel Salazar Jr. is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2007, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing systematic methodologies and model portfolios across mutual funds, ETFs, and ETPs.

William Corbellini is a Private Wealth Advisor at Merrill Private Wealth Management. He joined Merrill in 1984 and is a founding member of the group. He helped architect the team's investment approach and specializes in the ultra-high-net worth segment, providing custom strategic plans and asset allocations tailored to each client's goals. Bill earned a bachelor's degree in finance from the University of Colorado and served as an officer in the US Air Force. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Outside of work, Bill enjoys skiing, surfing, biking, bungee jumping, and hiking. He and his wife, Jane, live in Dallas, TX with their three children. They are involved with several organizations including Big Thought, Ability Connections, Colorado University's Leeds School of Business, and the Parsons Scholar Program.

Jeff Johnson is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with Merrill since 2002 and has also been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm supports its investment management through various program strategies and maintains close integration with Bank of America affiliates and their capital-markets platform.

Reid Stein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Texas Capital Bank, Tregan Energy Partners, and Southern Glazer's Wine and Spirits. Stein is a minority owner of a family investment vehicle but does not have active management responsibilities in that entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Jennifer Pello is a financial advisor with Charles Schwab in Irving, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investment due diligence, and integrated custody and brokerage services.

Marc Haggar is a Series 66-licensed financial advisor with 25 years of industry experience, currently serving clients at UBS Financial Services in Dallas, Texas since 2011. He is involved with the Cystic Fibrosis Foundation of North Texas as an advisory group member, contributing to fundraising and awareness efforts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Morgan Gualy is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill in 2026, Morgan held positions in education and retail, including roles at Texas A&M University at Corpus Christi and Bath & Body Works. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Billy Ray Jr. is a financial advisor at Merrill based in Fort Worth, TX, holding Series 63 and Series 66 designations with three years of industry experience. His previous roles include positions at Charles Schwab and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Carlos Garcia is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Merrill since 2019 and Bank of America since 2021. His prior experience includes roles at Discover Financial Services, Five Guys, Lee Armory, AAA Landscape, and Arizona State University. 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 and profit-sharing plans, corporations, and charitable organizations.

Noemi Bravo Rebollar is a financial advisor with LPL Financial based in Dallas, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL in 2023, she worked at Neighborhood Credit Union and Altra Federal Credit Union. She is also commissioned as a notary in Texas. 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 portfolios, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 investment adviser representatives.

Jason Irons is a CFP® with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. Prior to that, he worked at Etex Financial, Inc. for one year. In addition to his advisory role, he serves as a trustee and board member for Fielder Road Baptist Church in Arlington, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Kelly Perkins is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. His prior roles include positions at Greater Texas Federal Credit Union, RBC Capital Markets, and Citigroup Global Markets. He has also served as a teacher at Southern Methodist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supported by extensive research and technology tools.

Aaron Womack is a Series 66 licensed financial advisor with four years of industry experience. He currently works at LPL Financial and Texas Trust Credit Union, having previously been employed by Edward Jones and Sprouts Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.