James Heard is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and WFG Advisors, among other firms. He serves as a member of the City of Farmers Branch Planning and Zoning Commission and as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Adam Koch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Koch is based in Dallas, Texas. 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 research and may incorporate an ESG eligibility framework.

Erin Benedetto is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2020 and previously spent five years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Courtney Duphorne is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jacquelyn Black is a financial advisor at Merrill in Dallas, TX, with 18 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch and its affiliates since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eileen Corkery is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, she was with CITI Private Bank from 2014 to 2021. 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 process integrates quantitative and qualitative due diligence and focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Alexander Galeti Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.

Clayton Young is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2018. Prior to his current roles, he spent three years at the University of Kansas. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Arnold is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Christopher Kotch is a CFP®-designated financial advisor with seven years of industry experience, currently with Thrivent Investment Management. His prior experience includes roles at Raymond James Financial, Carter Financial Management, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based financial recommendations without implementation, supported by holistic, goal-based analyses and an optional managed-account program called WealthPlan.

Bill Callis is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with the Advanced Planning Group/APG Wealth Management since 2016. In addition to his advisory role, he is involved in the sale of non-variable life insurance focused on estate, business, and succession planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports its large advisor network with specialized programs in municipal finance and employer-sponsored retirement plans.

Taylor Banks is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America Corporation and City Credit Union. Outside of his advisory role, Taylor is a content creator focusing on faith-centered storytelling through poetry and journaling, and he also provides dispatch support for a luxury rideshare service in Dallas. J.P. Morgan Securities offers 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 screens and qualitative research to provide written asset allocation advice, investment manager searches, and customized performance reporting.

Robert Mastin V is a Series 66 licensed financial advisor with Edward Jones in Desoto, TX, where he has worked since 2011, accumulating 15 years of industry experience. Outside of his advisory role, he engages in woodworking and metalworking as a hobby and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member for Eastridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Pamela Gothard is a financial advisor at Wells Fargo Clearing with over 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory role, she serves as the treasurer for the Palos Verdes Home Owners Association in Mansfield, TX. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Michael Lin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Wells Fargo and multiple roles connected to The University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside its wealth management services.

Mark Ellison is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera in Dallas, TX. He has previously worked at Avantax Advisory Services for 12 years and has been a partner at Five Star Advisor Partners, LLC since 2013. Outside of his advisory role, Ellison serves on the Board of Management for YMCA Camp Grady Spruce, where he volunteers with budget review, marketing, and staff training. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves individual, institutional, corporate, and charitable clients with a variety of discretionary and non-discretionary investment program options.

Quyen Cao is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked six years at Bank of America/Merrill Lynch. Outside of finance, Cao has experience in diverse roles including positions at Amazon Flex, Vandergriff Honda, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients final decision-making authority.

Agustina Origlia is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan Securities, she worked at Morgan Stanley, Deloitte LLP, and J. Crew. 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 through a non-discretionary program.

Perry Sanders is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, Zumiez, Frost Bank, Credit Union of Texas, Target Corporation, and Best Buy Co. Inc. Outside of finance, he is involved in the entertainment industry as a music producer and performer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.