Carol Anderson is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America since 2014. Outside of her advisory role, she volunteers with educational and women’s leadership organizations, including Barron's in Education, the Women's Leadership Alliance, and mentoring students at UNC Kenan Flagler Business School. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Steven Leach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and Prince Perelson. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee analyses in its financial planning process.

Jose Castillo is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at Charles Schwab and held roles in technology services and business schools at the University of 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Fitzgerald is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has been with JPMorgan Chase Bank and its affiliates since 2014. 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 includes derivatives and commodities capabilities not commonly found in institutional advisory programs.

Samantha Means is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, she worked at Equitable Advisors and has experience in educational and hospitality roles. She is also involved with Geaux Sooners, LLC DBA Luminate, assisting in financial planning and client services as part of her business activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joon Ha Jang 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 at C2 Education and Epic Systems, and completed his education at Bowdoin College. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Genevieve Cannon is a financial advisor at UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she worked at Newburyport Bank and has experience in public service with the New Hampshire Liquor Commission. Outside of finance, she was involved with The Mushroom Hut LLC and has a background in education at the University of New Hampshire and local schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Nathaniel Sizer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, N.A. dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Brant Ferguson is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. Ferguson serves on the Foundation Investment Committee for the Circle Ten Council of the Boy Scouts of America, providing asset allocation and investment opinions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Gabriel White is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of financial services, he was involved with Firefighting Finest Moving Storage for three years. 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 accounts.

Genie Mcgee is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial since 2022 and previously held roles at New York Life and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Thomas Merkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1994 and holds the Professional Investment Advisor (PIA) designation. Mr. Merkel graduated from the University of North Carolina at Chapel Hill with a bachelor's degree in Economics. He is certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. His focus includes liquidity events for high net worth individuals and stable asset management strategies. He takes a comprehensive approach in working with clients to address assets, liabilities, wealth structure, retirement, and wealth management planning. In addition to his professional responsibilities, Thomas Merkel has served and continues to serve on the boards of various faith-based and non-profit organizations. He resides in Dallas with his wife, Sue, and their four children.

Andrew Spillman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at UBS Financial Services and various Raymond James entities since 1995. Outside of his advisory roles, he is the owner of The Art Menu LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and charitable and institutional clients. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

Caleb Belk is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Banah Advisory and Guidestone Financial Resources. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Joseph D'agostino is a Series 66-credentialed advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously spent ten years at Bank of America and Merrill. 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. The firm’s approach integrates systematic due diligence with qualitative research and includes broader derivatives and commodities capabilities.

Jarrell Prince is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. Raymond James & Associates 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 including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Vaughn is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 designations with 20 years of industry experience. She has been with J.P. Morgan Securities since 2005 and has worked with JPMorgan Chase Bank, N.A. since 2001. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Alana Loy is a Series 66 registered financial advisor at UBS Financial Services in Dallas, TX, with one year of industry experience. Her prior roles include positions at ACORE Capital, Morgan Stanley, and various service and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of investment and capital markets solutions.