Thomas Gallatin is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. His prior experience includes roles at Bank of America, Merrill, PlainsCapital Bank, and Grand Bank of Texas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

David Floyd is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has recent experience working at UBS Financial Services, Cola Wealth Advisors, and Edward Jones, and has an academic background from the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Kendall Sanders is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Elevate Credit Inc. for seven years and Wellfit Technologies for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Domenick Juliano is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he is listed as president of Futbol Mundial Inc., a corporation established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

Tod Drury is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, First Horizon Bank, Equitable Advisors, Ameriprise, and Truist-related firms. Raymond James & Associates is a 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, investment consulting, and institutional fiduciary solutions.

Mark Hutchinson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2026 and has served as a FINRA arbitrator since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to support client planning.

Jose Rodriguez is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2003. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based recommendations supported by third-party asset managers.

Coleman Mc Namara is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at Raymond James & Associates, Inc. for two years and has experience with SRS Real Estate Partners and Southern Methodist University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Stephen Owen is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he serves on the Board of Directors for the Texas Cowboys Alumni Association and the American Red Cross of Dallas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Byron Talbot is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2005 and has 18 years of experience in the financial services industry. Byron specializes in addressing the wealth management needs of business owners and entrepreneurs, assisting them in balancing professional and personal financial goals. In his role, Byron leverages the investment insights of Merrill Lynch and the banking services of Bank of America to provide clients with comprehensive financial solutions. He focuses on developing tailored strategies that help clients, their families, and their businesses pursue both short- and long-term financial objectives. Byron holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Northcliff. Committed to community involvement, Byron participates in volunteer activities within the communities he serves. Outside of his professional responsibilities, he enjoys golfing, tennis, and traveling.

Richard Fairchild Jr. is a CFA® charterholder and holds a Series 66 license, with 18 years of experience in the financial industry. He is currently with Morgan Stanley, having joined in 2023, following prior roles at City National Bank and RBC Capital Markets LLC. Outside of his advisory work, Fairchild serves on the boards of the Dallas Ecological Foundation and The Aradius Group. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, employing structured financial planning tools and models to support client goals. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management solutions through its network of financial advisors.

Jonathan Bassham is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of his advisory role, he operates several private ventures including a family holding company focused on private real estate, energy assets, and venture equity, as well as ownership in automotive and retail businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and advisory services.

Nicole Reiter is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Merrill from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Aleksandra Shteyn is a Certified Financial Planner® with 23 years of industry experience, currently serving at Edelman Financial Engines since 2014. Her prior roles include positions at EF Legacy Securities and Financial Engines Advisors L.L.C. She holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions through a committee-driven modeling process combined with planner delivery and online tools.

Kyle Merino is a CFP® professional with 14 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Merino has ownership in a rental property business in Dallas, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Samuel Tillotson is a financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include positions at Greenberg and Rapp Financial Group and service in the United States Army. He holds a Series 66 designation and is based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process that combines quantitative asset allocation and centralized due diligence. The firm emphasizes ESG criteria in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Audrey Beardain is a Series 66-registered financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2016, operating out of Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jane Lutz is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of her advisory role, she serves as president of family investment entities involved in managing and distributing family funds. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Charles Nop is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.