Philip Vidrine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Primerica Financial Services since 1991 and Primerica Advisors since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors 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 clients. The firm operates at scale with thousands of advisors and employs model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Darren Gothard is a financial advisor with Wells Fargo Clearing in Mansfield, TX, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Studio Movie Grill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Arnulfo Espindola is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with individuals, families, and businesses to develop and implement wealth management strategies tailored to their unique needs. Arnulfo focuses on providing comprehensive financial advice that addresses various client priorities, including college education planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, and socially responsible investing. His approach emphasizes collaboration to create personalized plans that align with each client's life goals and aspirations. Arnulfo holds professional designations that support his expertise, and he is actively involved in community organizations such as the American Cancer Society and The Living Desert Zoo and Gardens. His commitment to community participation reflects the Merrill tradition of serving the communities in which he lives and works.

Anne Benton is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2012. Benton also has seven years of experience at Bank of America, N.A. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colton Shearer is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities, as well as engaging with The University of Texas at Austin in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Susanne Clift is a financial advisor with RBC Capital Markets in Dallas, TX. She holds a Series 66 designation and has seven years of industry experience, including four years at Essilor of America prior to joining RBC Capital Markets in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Jared Ford is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes roles at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of advisory services, he owns a sole proprietorship under the name Ford Innovative Wealth Strategies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Garrett Galberach is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at Gartner and Paycor, as well as involvement with several entrepreneurial ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options across diversified portfolios with a long-term orientation.

Arielle Oliver is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Thrivent, she worked in education with FWISD and HISD for over a decade. She also serves as a Notary Public in the State of Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Michael Reinbold Jr. is a financial advisor at UBS Financial Services in Dallas, TX, with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for several family trusts associated with a client, involved in executing trust-related duties as needed. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Roland Cuellar Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co and has been involved with Cuellar and Associates LLC since 2016. Outside of his advisory work, he is a business owner of Diogenes Holdings LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and various investment strategies.

Carolyn Davila is a financial advisor at Merrill with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Edward Jones and LPL Financial. She 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Spencer Clift is a Financial Advisor based in Dallas, providing strategic guidance for affluent professionals and families. He works with clients approaching retirement to develop personalized strategies aimed at helping them pursue their financial goals with confidence. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Spencer takes the time to understand each client's unique circumstances to offer tailored advice, combining resources from Merrill Lynch Wealth Management and Bank of America. He holds a Bachelor's Degree from Bryant College and the Personal Investment Advisor (PIA) designation. Outside of work, Spencer enjoys camping, golfing, hiking, and reading.

Mason Tarrant is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, beginning his career in 2025. His prior experience includes roles at Merrill and PNC, as well as involvement with the McCoy College of Business Student Managed Investment Fund and Perry Ellis International during his academic years. Morgan Stanley Wealth Management serves 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 employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Joseph Murt is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Goldman, Sachs & Co. for 13 years before joining UBS in 2024. He holds Series 63 and Series 66 credentials and is based in Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Meredith Mc Kay is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018 and previously spent two years with UBS Financial Services. Outside of her financial advisory role, she is a partner in a self-storage investment venture in Rockwall, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Meeks is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Cambelle Bouchard is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. Prior to her current role, she worked at Brut Lighting and attended Southern Methodist University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Pablo Moreno is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at multiple entities within the J.P. Morgan organization since 2018, as well as at TD Ameritrade and Aerotek prior to that. In addition to his advisory role, he is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products and services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized manager due diligence.