Rachel Patton is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Fidelity Investments and Reicon Capital, LLC. Outside of finance, she has experience working at Mellow Mushroom and educational roles at Texas Christian University and Holy Innocents' Episcopal School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Roger Linder is a CFP®-designated financial advisor with 30 years of industry experience, currently with LPL Financial since 2007. Prior to joining LPL, he worked at SeCU Brokerage Services from 2005 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and third-party asset management. The firm supports its network of over 22,800 advisors with research, model portfolios, and a variety of institutional and retail platforms.

Luke Shanks is a financial advisor with Primerica Advisors in Dallas, TX, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Primerica in 2019, he worked at Edward Jones for four years and served in the Texas Army National Guard from 2013 to 2021. Outside of his advisory role, Shanks is involved with BNI Global as a Chapter Success Coach. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kevin Guevara is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has been with Fidelity in various roles since 2022. Prior to joining the firm, he worked at Semone's Family YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through systematic, algorithm-driven methodologies. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies.

Marcel Levi is a Series 66 credentialed advisor with Vanguard Advisers, based in Plano, TX. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to that, he held positions at International AM, Northwestern Mutual, and in educational and catering roles in Singapore. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Alexa Celis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 as a relationship manager and Client Associate after beginning her career at Bank of America in 2012. In 2018, she advanced to the role of Financial Advisor on her current team. Alexa holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in Finance with a concentration in Financial Planning from the University of Texas at Dallas. Fluent in both English and Spanish, Alexa focuses on helping clients with areas such as retirement planning, managing new wealth, education planning, portfolio management services, and women and wealth. Outside of her professional work, Alexa enjoys hiking, traveling, volleyball, yoga, and spending time with her family. Her approach centers on understanding clients’ values and goals to develop financial strategies aligned with their life priorities.

Leland Nunnally is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at firms including Edward Jones, LPL Financial, and Towerhouse Financial, where he is also president and owner. His other business activities include serving as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Wes Taylor is a financial advisor with LPL Financial and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Beaumont Financial Partners, AssetMark, and BlackRock. He previously operated the Wes Taylor Agency, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services.

Eugene Swank is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. Outside of his advisory work, he is involved with Westland Financial Services Inc, a non-variable insurance business. 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 financial planning and asset management services utilizing both proprietary and third-party strategies across various platforms.

Brandon Baker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Thrivent Financial. 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 screening and qualitative research with an ESG eligibility framework and leverages broader derivatives and commodities capabilities.

Elizabeth Potter is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo Private Bank from 2014 to 2018 before joining Wells Fargo Clearing. Outside of her advisory work, she provides dog sitting services in Fort Worth, Texas. 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 employs over 14,000 advisors and manages approximately $671 billion in assets.

Kelly Ha is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various affiliates of JPMorgan Chase since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Harold Shields Jr. is a financial advisor at LPL Financial in Plano, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at LPL Financial since 2011 and previously at Edward Jones from 2007 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Johnathan Metcalf is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 29 years of experience in the financial services industry and with the firm. He specializes in comprehensive wealth management planning, customized asset management, and portfolio strategy. Johnathan focuses on areas including family wealth management, services for endowments, foundations and non-profits, retirement planning, tax minimization, and socially responsible investing such as ESG strategies. He holds the Certified Investment Management Analyst (CIMA®) and Personal Investment Advisor (PIA) designations. Johnathan earned a Bachelor of Science degree in Mechanical Engineering from Texas A&M University in 1987. His background in mathematics and quantitative analysis supports his approach to adapting wealth management strategies to evolving market conditions. Outside of his professional work, Johnathan enjoys adventure sports, boating, cooking, football, horseback riding, ice hockey, reading, traveling, and spending time with his family.

Rob Shattuck is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2022. In this role, he serves as the primary point of contact for affluent families, focusing on addressing their complex financial needs including growth, protection, and wealth transfer. Prior to his current role, he was a Relationship Manager at Fidelity Investments from 2016 to 2022. Rob emphasizes the importance of forming strong relationships with clients and their families through reliability, competency, and a thorough understanding of their goals. His approach is centered on providing dedicated, high-level service to foster openness and trust. Outside of his professional responsibilities, Rob's personal interests include attending concerts, playing golf, and enjoying music.

Christian Calderon is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple financial firms, including USAA Investment Services and J.P. Morgan Securities, with current tenure at JPMorgan Chase Bank since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Mary Wilson is a Series 66-credentialed financial advisor with 14 years of industry experience. She is currently with Merrill and Bank of America, having worked there since 2017 and 2018 respectively, and previously spent one year at Wells Fargo Clearing. Outside of her advisory role, Wilson teaches yoga and serves on the advisory board of Helping Our Heroes, a charitable organization supporting injured military members and their families. 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, and institutional investors.

Nathaniel Beam is a Series 66-licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Dallas, TX. His prior experience includes roles at Wit Capital Management, AXA Advisors, Lighthouse Financial, and the University of Arkansas. Beam is also a managing member of Crown Opportunities, LLC, a partnership based in Dallas. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, charities, and other institutions, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services through credentialed representatives.

Gregory Krewson is a financial planner and retirement planning specialist with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Sandra Macdowell is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2012, including roles at Morgan Stanley Private Bank since 2015. Her prior experience includes positions at Morgan Keegan & Company, LLC and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a planning process that includes structured discovery conversations and firm-approved tools.