Kaleb Wilson is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Arvest Bank, Adaptation Financial, and American Fidelity, as well as several years in academic and medical administration. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Bennett II is a CFP® professional with eight years of experience in financial services. He currently works at Edward Jones and previously held roles at The Vanguard Group, Northwestern Mutual, and Keller Williams. Bennett serves as president of Combat Wounded of Texas, a nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jason Gordon is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2018 before joining J.P. Morgan in 2018. Outside of his advisory role, Gordon serves on the board of the Houston Jewish Community Foundation and is involved with the Holocaust Museum Houston’s finance committee. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mackenzie Somoza is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining UBS in 2019, Somoza worked at Goldman Sachs & Co. LLC and EY. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research-driven solutions.

Gregory Glosser is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of a global ministry and participates as a member of a homeowners association board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and customizes investment strategies using a combination of in-house and third-party managers.

Luc Du is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and 27 years of experience in the industry. He previously worked at Signator Investors, Inc. and has operated Du & Associates Insurance and Financial Services since 2000. In addition to his advisory work, he is involved in insurance sales through his agency. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a complex corporate structure and multiple third-party commercial arrangements.

Connie Sherrill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles with RBC Wealth Management and self-directed advisory activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Allen Treco is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Outside of his advisory role, he is involved in managing a family vacation home available for short-term rental in The Bahamas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nathaniel Carpenter is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include work in marketing, hospitality, and retail, as well as involvement with River Crest Country Club and Small business ventures such as Clippers n scissors and Southern Pour. 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.

Christopher Branton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Raymond James since 2018 and previously spent one year at Nomura. He began his career after graduating from Southern Methodist University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Elizabeth Blockhus is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Fidelity Investments and spent a decade in education before transitioning to wealth management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Theresa Dillard is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she serves as an advisory board member for the Pastoral Reflections Institute, a charitable organization based in Dallas, where she advises on donor awareness and engagement. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutions.

Preston Teller is an advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining RBC, he worked at Learfield Amplify and held roles at Southern Methodist University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ryan Stewart is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in managing rental real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Guy Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. He is also licensed to practice law. 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, utilizing both proprietary and third-party investment strategies across various account types.

Charles Coleman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. He has been with JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2021. Outside of his advisory role, he was involved with New York City Lacrosse Camps, LLC for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Kurilecz Jr. is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is CEO and majority shareholder of Southern Style Nuts, Inc., a candy and nuts producer, and owns a consulting business focused on business acquisition and operations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gabriel Nunez Lafontaine is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining UBS, he gained experience in legal and tax consulting roles, including work with SEG Management, LLC and the IRS Office of Chief Counsel. He also provides intermittent legal and consulting services on tax and contract matters for SEG Management, a management service organization for a medical practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Mark Hoover is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 24 years before joining OSAIC in 2024. Hoover holds Series 63 and Series 65 licenses and is also president of M.D. Hoover & Associates, Inc., a property tax consulting and insurance firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Luke Milone is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Fidelity Investments before joining J.P. Morgan in 2018. Outside of his advisory role, Milone assists with developing an online platform for dental job placements, supporting a temporary staffing initiative within the dentistry field. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.