Michael Kurilecz Jr. is a CFP® credentialed financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory work, he is the CEO and majority shareholder of Southern Style Nuts, Inc., a company producing candy and nuts, and owns a consulting and business acquisition firm, The Mosel Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supplemented by research from Wells Fargo Investment Institute and third-party databases.

Gabriel Nunez Lafontaine is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked in legal roles including positions at Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P., and the IRS Office of Chief Counsel. Outside of his advisory work, he provides legal and consulting services on a part-time basis to a management service organization affiliated with a medical practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including financial planning, portfolio management, and capital markets solutions.

Mark Hoover is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services, Inc. for 24 years. Outside of his advisory role, Hoover serves as president of M.D. Hoover & Associates, Inc., a property tax consulting and insurance firm. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies through a multi-advisor platform.

Luke Milone is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at Fidelity Investments from 2015 to 2018 before joining J.P. Morgan in 2018. Outside of his advisory role, he has assisted in developing an online platform for dental job placement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Ibukunoluwa Ismaila is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS in 2026, Ismaila has held roles at Wells Fargo, Project Destined, and has been involved with the University of Illinois Chicago and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Mason Williams is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Dallas, TX. Outside of his advisory role, Mason volunteers as a firefighter, EMT, and chief at the Cockrell Hill Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Buchanan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at UBS Financial Services, Principal Financial Group, and Capital Client Group, Inc. Outside of his advisory work, he is a passive investor in several ventures, including a financing company, a proptech firm, and a local wine bar in Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence, with recommendations that may include ESG considerations and access to broader derivatives and commodities capabilities.

Vijeran Zrile is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple J.P. Morgan entities since 2014. 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 within a program that emphasizes centralized due diligence and incorporates ESG criteria.

Gavin Ricks is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Clintsman Financial Planning, University Pointe, and Raiders Pass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Hadassah Mooney is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. Her prior work experience includes roles at Bank of America, Harps Food Stores Inc., DoorDash, Arkansas Tech University, Sonic Drive-In Inc., Morrilton High School, and home-school instruction. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Wells Fargo Clearing 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 a range of brokerage and advisory solutions supported by research and analytics.

Lindsay Dollar is a financial advisor at Merrill with 11 years of experience at the firm and holds the Series 66 designation. Based in Dallas, TX, Dollar has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, implementing trading and account administration supported by internal and third-party investment teams.

Bianca Nicole Huang is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked previously at Saturna Brokerage Services and Saturna Capital Corporation. Her background also includes positions outside finance at Boston University, Giorgio Armani, Bloomsbury Publishing, and Baruch College-City University of New York. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Nyssa Milburn is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, she worked at The Walker Agency and The Center for Transforming Lives. Outside of finance, she coaches Irish dance at the McTeggart Irish Dancers of North Texas, teaching and assisting with competition preparation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Thomas Clark is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2001. Merrill serves a diverse range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, and brokerage execution services, supported by a deep integration with Bank of America affiliates and a variety of investment strategy options.

Ava Turner is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024, as well as various positions linked to country clubs and educational institutions. She also operated The Cookie Factory from 2018 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and custom performance reporting, with clients retaining final decision-making authority.

Brad Thompson is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill and Ameriprise. He is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and offers broader derivatives and commodities capabilities through specialized regulatory registrations.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Robert Moseley is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones Investments for seven years before joining Raymond James in 2021. Outside of his advisory role, he engages in occasional ticket sales through StubHub. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.