Mario Arnal Reveles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Wells Fargo Co., as well as involvement with The University of Texas at El Paso and a logistics services company. Outside of his advisory work, he owns and operates a freight and transportation business, FOREX GLOBAL, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Lance Whitworth is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America. Outside of advising, he participates in the Host Committee for the Folds of Honor Gala, assisting with event attendance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

William Garland is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Chiperfield is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wheels Up. Prior to his financial services career, his background includes roles at Southern Methodist University and Morristown-Beard School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Fredrick Lehman is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with UBS Financial Services since 2013. He previously worked for Morgan Stanley and its affiliates from 2000 to 2013. Lehman serves on the board of directors for the Dallas Opera. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Brooke Barber is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Brooke worked briefly at X-treme Tan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its non-discretionary advice.

Michele Powell is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is the sole manager of Dorothea Ventures, LLC, which makes private equity investments in startup companies, and serves as Membership Chair on the Board of Directors for Executive Women of Dallas. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stephen Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 42 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, serving clients through both direct and corporate financial planning programs.

Austin Killough is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. His background also includes time at Boeing and multiple engagements with the University of Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Melanie Straughan is a Financial Consultant I at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Melanie was a Financial Consultant at Equitable from 2019 to 2022. In her roles, Melanie partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. She focuses on enabling clients to make measurable changes in their financial lives through comprehensive financial planning and investment guidance.

Lindsey Vickers is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AXA Advisors and McElvain Oil Company, where she also serves as an administrative assistant outside of her advisory role. Lindsey is based in Dallas, TX. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and investment strategies utilizing both in-house and third-party managers.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Kelton Jr. is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Nina Threets is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. She is the founder of ManHERisms Inc, a nonprofit focused on educating and supporting women entrepreneurs through interviews, workshops, and networking. Threets also serves as Vice Chair of Abide Women's Health Services, a nonprofit aimed at improving birth outcomes in underserved communities, and she participates in several Dallas-based organizations that support women and children in need. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously operated Brandes Enterprises from 2009 to 2020 while maintaining a role at Wm Financial Services since 2001. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Trent Brining is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Copper Financial Network LLC for eight years before joining Wells Fargo Clearing in 2024. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a blend of brokerage and advisory solutions.

Thomas Eades is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers, leveraging its capital markets capabilities and affiliated asset management resources.

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rim Yahia is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has worked at Robert W. Baird since 2017 and previously spent six years with Morgan Stanley Smith Barney LLC. Rim holds a Series 66 designation and is based in Dallas, TX. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separates advice and portfolio fees through various managed account strategies and ongoing manager monitoring.

Michael Sell is a Series 66-registered financial advisor with Thrivent Investment Management, based in Dallas, TX. He has 23 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory work, he is the sole owner of Musterion Inc, a property management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority.