Fay Keane Headley is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages MIJAH Texas LLC, involved in purchasing and wholesaling real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, supported by a large national network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Thomas Gallatin is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. His prior experience includes roles at Bank of America, Merrill, PlainsCapital Bank, and Grand Bank of Texas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

David Floyd is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has recent experience working at UBS Financial Services, Cola Wealth Advisors, and Edward Jones, and has an academic background from the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Domenick Juliano is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Outside of his advisory role, he serves as president of Futbol Mundial Inc., a corporation maintained for tax and investment purposes. 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, including financial planning, model portfolio programs, and institutional platforms, supported by numerous investment adviser representatives across the country.

Tod Drury is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, First Horizon Bank, Equitable Advisors, Ameriprise, and Truist-related firms. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Mark Hutchinson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2026 and has served as a FINRA arbitrator since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to support client planning.

Coleman Mc Namara is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at Raymond James & Associates and SRS Real Estate Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach emphasizes non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Stephen Owen is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he serves on the Board of Directors for the Texas Cowboys Alumni Association and the American Red Cross of Dallas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Byron Talbot is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2005 and has 18 years of experience in the financial services industry. Byron specializes in addressing the wealth management needs of business owners and entrepreneurs, assisting them in balancing professional and personal financial goals. In his role, Byron leverages the investment insights of Merrill Lynch and the banking services of Bank of America to provide clients with comprehensive financial solutions. He focuses on developing tailored strategies that help clients, their families, and their businesses pursue both short- and long-term financial objectives. Byron holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Northcliff. Committed to community involvement, Byron participates in volunteer activities within the communities he serves. Outside of his professional responsibilities, he enjoys golfing, tennis, and traveling.

Robert Kell is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he brings extensive experience in portfolio management and wealth strategy. In this role, he oversees discretionary management of personalized and defined investment strategies, including individual stocks and bonds, model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations, supporting his expertise in family wealth management, personal retirement planning, and portfolio management services. Robert earned a Bachelor's degree in Economics and Finance from Spring Hill College and has been active in the financial services industry since 1986. Residing in Dallas with his family, Robert is involved with several community organizations, including The Salesmanship Club of Dallas, which supports The Momentous Institute that offers mental health services and education to children and families.

Richard Fairchild Jr. is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He is currently with Morgan Stanley, having joined in 2023, following prior roles at City National Bank and RBC Capital Markets LLC. Outside of his advisory work, Fairchild serves on the boards of the Dallas Ecological Foundation and The Aradius Group. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, employing structured financial planning tools and models to support client goals. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management solutions through its network of financial advisors.

Jonathan Bassham is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of his advisory role, he operates several private ventures including a family holding company focused on private real estate, energy assets, and venture equity, as well as ownership in automotive and retail businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and advisory services.

Nicole Sumer is a financial advisor at Stifel with a Series 66 designation and nine years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and was previously with Merrill for three years. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients generally retaining discretion over implementation.

Aleksandra Shteyn is a Certified Financial Planner® with 23 years of industry experience, currently serving at Edelman Financial Engines since 2014. Her prior roles include positions at EF Legacy Securities and Financial Engines Advisors L.L.C. She holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions through a committee-driven modeling process combined with planner delivery and online tools.

Kyle Merino is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Wells Fargo Clearing in Dallas, TX since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Lisa Allen is a financial advisor with LPL Financial in Mesquite, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Neighborhood Credit Union and LPL Financial in multiple periods since 2006 and has held roles at Aflac, MassMutual, and MML Investors Services. Outside of advisory work, she has been employed as a delivery driver for DoorDash. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Samuel Tillotson is a financial advisor at J.P. Morgan Securities in Dallas, TX, with four years of industry experience. He holds the Series 66 designation and has prior experience with Greenberg and Rapp Financial Group and the United States Army. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Audrey Beardain is a Series 66-registered financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2016, operating out of Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jane Lutz is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of her advisory role, she serves as president of family investment entities involved in managing and distributing family funds. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Charles Nop is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.