Luc Du is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following prior roles including at Signator Investors and his own agency, Du & Associates Insurance and Financial Services. Outside of advisory work, he is involved in insurance sales through his agency. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and multi-advisor platform that delivers a range of investment and retirement solutions.

Connie Sherrill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles with RBC Wealth Management and self-directed advisory activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Allen Treco is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Outside of his advisory role, he is involved in managing a family vacation home available for short-term rental in The Bahamas. 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, and institutional investors.

Nathaniel Carpenter is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include work in marketing, hospitality, and retail, as well as involvement with River Crest Country Club and Small business ventures such as Clippers n scissors and Southern Pour. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Branton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Raymond James since 2018 and previously spent one year at Nomura. He began his career after graduating from Southern Methodist University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Randy Miranda is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and Truist/BB&T. From 2023 to 2026, he was the managing member of RC Miranda Investments LLC, a planned event center business that was not launched. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations that may incorporate an ESG eligibility framework.

Elizabeth Blockhus is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and one year of industry experience. Prior to joining RBC Capital Markets in 2026, she worked at Fidelity Investments for two years and has a background in education spanning over a decade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Theresa Dillard is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and its affiliated firms since 1999, including Bank of America. She serves as an advisory board member for the Pastoral Reflections Institute, a charitable organization based in Dallas, Texas. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Preston Teller is an advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining RBC, he worked at Learfield Amplify and held roles at Southern Methodist University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ryan Stewart is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, Stewart is involved in managing rental real estate properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with implementation supported by affiliated investment management entities.

Guy Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. He is also licensed to practice law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various account types.

Charles Coleman is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Southern Methodist University. Outside of his advisory work, he was involved with New York City Lacrosse Camps, LLC for over a decade. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.