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.

Shane Rooney is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work at Aflac and Shake Smart, as well as academic experience at Southern Methodist University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

Samuel Hodges is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Hodges’s background also includes a role at Baylor University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

George Rabel is a financial advisor at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at American Airlines, Cetera, Charles Schwab, and Axa Advisors. Outside of advising, he is involved with Flagship Financial Group, a DBA related to his LPL business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Kimberly Turner is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2019. She has nine years of industry experience, with prior roles at Tiffany & Co., Prime Capital Investment Advisors, and Cambridge Investment Research. Outside of finance, she has seasonal experience working in customer service and merchandising at Neiman Marcus during the holiday season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Arash Hashemi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his role in providing investment guidance to clients. Arash Hashemi earned a Bachelor's Degree from the University of Houston System. His educational background supports his expertise in financial management and wealth advisory services.

Grayson Stidham is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant from 2021 to 2023 and as a Financial Representative from 2019 to 2021 within the same organization. Grayson is a Certified Financial Planner™ and holds an MBA. His areas of focus include retirement planning, investing, and estate planning considerations. Grayson works with clients to help guide them toward their financial futures. Outside of his professional work, he has interests in fitness, museums, outdoor adventures, running, and theater.

Caroline Horan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Charles Schwab & Co, and Tarrant Management, LLC. Outside of finance, she has experience working in the restaurant industry and small business operations. 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 an ESG eligibility framework to inform its recommendations.

Catherine Carter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Bank of America, Texas Capital Bank, and Aberdeen Group. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Levi Solmose is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

David Feldner is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was the owner of The Feldner Group LLC, a health insurance brokerage, and has over a decade of experience with nonprofit organizations including Kids Across America and Cru/Campus Crusade for Christ. Through his previous business, he assisted approximately 50 Medicare and ACA clients during the 2024 annual enrollment period. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.