Robert Teal is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Hodges Capital Management, Beacon Pointe Advisors, and a business in cinema services. He has also worked in education at Texas Tech University and two high schools. Merrill provides managed account services primarily 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.

Scott Davis is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets beginning in 2002. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Michael Woram is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Banc of America Investment Services, Wamu Investments, Ameriprise Advisor Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party strategies.

Nicholas Cason is a CFP® with 21 years of industry experience, currently with J.P. Morgan Securities. His career includes roles at JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Donna Smothermon is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Sandy Morris Financial Services LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Dwight Emanuelson Jr. is a Private Wealth Advisor with Merrill Private Wealth Management, where he has been a member since 1984. As one of the founding members of the group, he serves as the primary equity strategist. His responsibilities include evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies tailored for high-net-worth clients. Dwight's expertise extends to serving ultra-affluent individuals and families, including entrepreneurs, corporate executives, private equity and hedge fund principals, professional athletes, and non-profit organizations. Dwight graduated magna cum laude from Washington and Lee University with Bachelor's degrees in Economics and French. He holds the Personal Investment Advisor (PIA) designation and contributes to professional organizations such as The Family Place, UT Southwestern, and the North Dallas High School Mentor Program. In addition to his professional career, Dwight participates in community involvement through mentoring teens and supporting organizations like The Family Place, which assists battered women, and UT Southwestern Medical. He has served on the board of trustees of Washington and Lee University, as well as the boards of The Family Place and the advisory board of The Cattle Baron's Ball.

Thomas Spence is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies tailored to their long-term goals. He emphasizes a comprehensive understanding of each client's financial situation to create flexible approaches that adapt to changing market conditions. Thomas holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his bachelor's and master's degrees from the University of North Texas. In addition to his professional work, Thomas contributes to his community through volunteer activities, aligning with Merrill's tradition of community involvement.

Wendi Koleszar is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Hudson Way Capital Management and Sanford C. Bernstein. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Katherine D'souza is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she has experience from positions including work at Seton Hall Law School and Dent Law Firm, as well as involvement with Whalebus Podcasts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools.

James Madden is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as president of a small homeowners association for a condominium complex, providing leadership in property management and improvements. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment strategies.

Stacy Cabbil is a financial advisor at Morgan Stanley in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and the University of Texas Arlington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based outcome simulations in its financial planning process.

Mark Mayhew is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop tailored financial plans aimed at achieving their financial goals. He emphasizes building lasting relationships with clients and their families to provide guidance based on their unique circumstances and challenges. Mark has extensive experience in the financial industry, having worked as a Financial Consultant at Fidelity Investments from 2006 to 2017 and at Smith Barney from 2004 to 2005. He also served as a Financial Representative at Fidelity Investments from 1993 to 2001. His professional background reflects a long-standing commitment to financial consulting. He holds an Arkansas Insurance License.

Saman Samii is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2019, Samii worked at HPISD - Seay Tennis Center for five years. Outside of finance, Samii is a self-employed tennis instructor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Arthur Dumm is a CFP® credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley in Dallas, TX. His prior roles include positions at PNC Investments and multiple entities within the BBVA financial group. Outside of his advisory work, he is involved with Siete al Cubo, LP, a recreational business based in Dallas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, supporting a wide range of financial needs without providing individual security recommendations as part of standalone plans.

Gabrielle Foti 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 and JPMorgan Chase Bank in 2025, she worked at UBS for six years. She has also been affiliated with Boulevard Arts and attended Bowdoin College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Josh Feifarek is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to co-create personalized planning experiences that align with their goals and priorities. He began his career in financial services with New York Life in 2022, serving as a Financial Services Professional. In 2023, he joined Fidelity Investments as a Financial Representative. He then advanced to the role of Relationship Manager in 2024 before becoming a Planning Consultant in 2025. Josh's professional experience encompasses client relationship management and personalized financial planning. Outside of his professional work, Josh's personal interests include fishing, fitness, football, golf, lake activities, and skiing.

Thomas Holstead is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 25 years of industry experience. He has worked at Merrill and Bank of America and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. Holstead is also owner and partner of Committo Group, LLC, which provides administrative and consulting services to nonprofit organizations and offers training to university leaders in Texas. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Valkenaar is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Incorporation, and Investment Professionals, NIC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Luke Mcbride is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2020. Before joining Merrill Lynch, he worked as a merchandiser for various apparel companies including Nike. Luke specializes in areas such as college education planning, executive compensation, equity compensation services, personal retirement planning, philanthropic planning, sports and entertainment, and retirement income. A native of Dallas, Texas, Luke attended the Cambridge School of Dallas and graduated from Baylor University in Waco, Texas, with a degree in Apparel Merchandising and Design and a Minor in Business Administration. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Luke is an Eagle Scout with Troop 82 of the Boy Scouts of America. Outside of his professional work, Luke enjoys basketball, rock climbing, spending time with his family, and watching movies.

Cory Durham is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Durham serves on the Board of Directors for Hunger Busters, a nonprofit that provides take-home meals to low-income children in the Dallas Independent School District. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.