Hector Alvarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Miles Smith is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent six years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client financial planning.

Pamela Castellano is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1981. 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 managed by internal and third-party teams for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Saurenman is a financial advisor at Mission Advisory Group in Fort Worth, TX, holding Series 65 and Series 66 licenses with 20 years of industry experience. His prior roles include positions at ISC Advisors, Institutional Securities Corp, Calamos Financial Services, J.P. Morgan Investment Management, and Morgan Stanley. Mission Advisory Group operates as an independent firm providing advisory services.

Mark Evers is a CFP® with 12 years of industry experience, currently serving as a financial advisor at XYPN Sapphire. He has held previous roles at firms including Elation Wealth, Imperium Wealth Management, and Strategic Financial Concepts. Evers is also a Clinical Assistant Professor and Financial Planning Program Director at the University of North Texas. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans, emphasizing a long-term, risk-based allocation approach. The firm operates as a corporate RIA with nearly 50 affiliated advisors and offers services such as discretionary portfolio management, financial planning, and a digital-asset management pilot.