Anais Fluitt is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMorgan Chase Bank, N.A. and Bank of America. Her background also includes roles outside the financial sector, such as operating Sweat Yoga Studio LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to build model asset allocations with an ESG eligibility framework.

Mollie Greenwood is a financial advisor with Equitable Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having 12 years of industry experience. She has worked at Equitable Advisors since 2014, including when it was affiliated with Axa Advisors. Greenwood is a 50% partner in GEM WEALTH LLC and serves on the volunteer committee board of the Kaleidoscope Park Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers, focusing on personalized client information and risk assessment to align clients with suitable investment models.

Andrew Hubbard is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior experience working at AllianceBernstein and in various church-related roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Perry Valek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019 after working in Corporate Development and Transaction Services at Accenture, where she contributed to pricing and deal shaping for engagements valued at $25 million and above. Perry's approach focuses on personalized financial planning, actively listening to clients to develop tailored financial roadmaps that address their unique needs and life events. She holds a Bachelor's Degree from Texas Christian University, majoring in Finance with a minor in Accounting and an emphasis in Leadership. Perry is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise encompasses areas such as Divorce Transition Planning, Family Wealth Management, Employee Financial Health, Retirement Planning, and Investment Strategy. Perry also works with Plan Sponsors and participants on corporate 401(k) plans as a Retirement Accredited Financial Advisor. Beyond her professional role, Perry is involved in community initiatives including co-leading Merrill's North Texas Women's Exchange and teaching a Personal Financial Literacy class at Texas Christian University alongside her mother. She participates in events like Race for the Cure and is a member of the National Association of Plan Advisors. Outside of work, she enjoys cooking, traveling to new countries, and spending time with her husband, daughter, and pets.

Robert Thomas is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where he has been employed since April 2013. He co-heads a dedicated Wealth Advisory Team of three and focuses on developing deep relationships with clients by understanding their needs and collaborating with other professionals such as attorneys and CPAs. His approach emphasizes fee transparency and a consultative process to help clients pursue their financial goals through custom investment strategies and a wide range of Merrill Lynch model portfolios and third-party investment options. Robert is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., which he obtained in 2017. He also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He earned a bachelor's degree in Economics & Commerce from Hampden-Sydney College, where he also played varsity lacrosse for four years. His expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, tax minimization, philanthropic planning, and socially responsible investing. Robert is involved in his community as a member of the McKinney Rotary Club and serves as a YMCA coach. He resides in Dallas with his wife, Shannon, their son Henry, daughter Miller, and their dog Beau. His personal interests include fishing, football, genealogy, golfing, hunting, ice hockey, racquetball, reading, running, and spending time with his family.

Rhonda Avila is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch and Merrill since 2005. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dylan Mobly is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of finance, Mobly has been involved in sports officiating since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

John Bourgeois is a CFP® professional with 20 years of experience in the financial industry and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as treasurer for a political campaign in Plano, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Katherine Garcin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and at JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she was involved with Geometree, LLC, an Etsy-based business, from 2018 to 2021. 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. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, primarily 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 advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Randy Norman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and has worked at Primerica Financial Services since 1991. In addition to advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Starla Howell is a CFP® and holds a Series 66 license, with 11 years of industry experience, all of which have been at Edward Jones. She is based in Rockwall, TX, where she focuses on investments, client education, and retirement planning. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as its integrated services including trust, securities-based lending, and tax-efficient investment strategies.

Jocelyn Smith is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 1998. Jocelyn is a 1% owner of Smith Medical Technologies, a medical equipment distribution LLC founded by her husband, though she does not have an active role in the business. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aidan Little is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at Lamplighters Investment Advisors and held various roles in financial and educational organizations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and customization options.

Megan Bellinghausen is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Fidelity Investments and Ameriprise, as well as academic positions at Texas Tech University and St. Edward's University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice based on extensive investment research and client collaboration.

Scott Childs is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2013. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale with thousands of advisors and offices and utilizes model-based investment strategies managed by unaffiliated asset managers.

Terence Sievert is a Series 66-licensed financial advisor with Edward Jones in McKinney, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hewlett Packard Enterprise and Fujitsu Defense and National Security. He also serves as Chief Executive and Chairman of the Board of the Stay in the Fight Veterans Foundation, a nonprofit supporting high-risk veterans in North Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Angelyn Russell is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes nearly two decades at Morgan Stanley entities before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.

Brandon Bartels is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Bank of America, Merrill, and JPMorgan Chase Bank. His background also includes roles outside finance with the Texas Department of Family and Protective Services, Uber, and the City of New Braunfels. 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 combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.