Mark Withers is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Dallas, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. In addition to his advisory duties, he offers banking products and services through JPMorgan Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

William Floyd is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior work includes positions at Wedbush Securities and Texas Capital Bank Private Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Nyya Dennis is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she has held positions at TD Ameritrade, bbva, Frost Bank, and Charles Schwab Bank. Outside of her advisory work, Dennis also works as an Amazon Flex driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its wealth advisory and managed account services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, brokerage, and advisory infrastructure.

Mai Nguyen is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Mai worked at Fidelity Investments and Amerisave Mortgage Corporation. Mai has also been involved in entrepreneurial ventures, including roles at Crazee Crab and Weheartcbd. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Timothy Bowrey is a financial advisor with Ameriprise Financial Services and holds the CFP® and Series 66 designations. He has 18 years of industry experience, including a decade at Raymond James & Associates prior to joining Ameriprise. Outside of his advisory work, he owns Sword Aviation LLC, a business that leases airplanes to a flight school. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service emphasizing retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Deryl Reynolds is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Northwestern Mutual. Reynolds is also employed by JPMorgan Chase Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Stephen Namy is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, including prior experience at Investment Professionals Inc. Outside of advising, he is involved in family oil drilling businesses and commercial real estate activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering automated yet customizable retirement income advice.

Waymon Little Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 51 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he receives gas royalties from a lease on his long-term personal residence. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Jonathan Wong is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2012. Outside of his advisory role, he is a signer for a family-owned retail clothing business in Honolulu. 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 and profit-sharing plans, corporations, and charitable organizations.

Mark Johnston is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alijah Wood is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was involved in digital marketing and consulting through Chappell Digital Marketing and AD Wood Consulting LLC. He also has experience working at World Financial Group and held roles at Texas Christian University and West Ottawa High School. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked extensively with Wells Fargo-affiliated firms since 2015, with a brief period of self-employment and unemployment in 2021. 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 through a large network of advisors and integrates research and analytics into its diversified investment approach.

Austin Frost is a financial advisor with Wells Fargo Clearing in Irving, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Randstad, Ally Invest Securities, TD Ameritrade, and Chestnut One Inc. He has been affiliated with Texas Tech University since 2013. 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 combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Matthew Milner is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial planning, investment strategy, and wealth preservation services, emphasizing building genuine relationships by understanding clients’ values and goals. His approach includes offering ongoing clarity, guidance, and support through every stage of a client's financial journey. Matthew's experience includes analytical roles within technology and real estate organizations, which contribute to his disciplined yet personal approach. His expertise covers areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Southern Methodist University Cox School of Business and is a Personal Investment Advisor (PIA). Matthew is also affiliated with the professional organization Alpha Kappa Psi and is involved in community organizations including the Alzheimer's Association, Children's Medical Center of Dallas, and Jewish Family Services.

Wendy Messmann is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, Messmann serves as a board member of The Junior League of Dallas and has participated as a co-chair for its Milestone Luncheon fundraiser. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jesse Davison is a Series 66-credentialed financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent four years at CFD International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Matthew Hyde is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Family Powersports and Texas Tech University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Selena Williams is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2017, with prior positions at Oklahoma State Bank and Wells Fargo Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.