Amy Giannola is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan Chase Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process supported by quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Oladapo Shobowale is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hollis Evans is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jonathan Covington is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Charles Schwab in Dallas, TX, joining the firm in 2025 after prior roles at The Vanguard Group, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and several other firms. His background includes experience at both registered investment advisers and broker-dealers. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management. The firm’s scale and integrated operating structure provide clients access to multi-asset model portfolios, alternative investments, and centralized custody and brokerage services.

Apoorva Patel is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, NA since 2014. Outside of her advisory role, Patel serves as a notary public and owns a business related to ice and water dispensers. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Mathew Ahmad is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade in various capacities from 2009 to 2022 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Katherine Meredith is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill since 2021 and has prior experience with Bell Nunnally & Martin LLP. Meredith has also been involved with nonprofit organizations such as The First Tee of Greater Dallas and the Perot Museum of Nature and Science. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Hayden King is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at several firms including EBSCO, C.H. Robinson, and Reward Gateway. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm is noted for its extensive retail advisor and branch network as well as offering discretionary and non-discretionary strategies under a fiduciary standard.

Teresa Denton is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Denton serves as a board member on the St. James Episcopal School of Dallas Board of Trustees, providing oversight and strategic input to the school. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lucas Mayer is a financial advisor at Charles Schwab with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to his current role, he worked at Hopping Green & Sams Attorneys/Counselors and was affiliated with Florida State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Janie Lehmer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 13 years of experience in the financial services industry and focuses on delivering personalized wealth management strategies tailored to clients' individual priorities and goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and tax minimization, among other areas. Janie holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her High School Diploma/GED from Collin College. Active in her community, Janie serves on the North Texas Leadership Board for the Arthritis Foundation. As a North Texas native, wife, mother, and dog mom, Janie values the importance of understanding clients' life priorities beyond markets and returns. She aims to build lasting relationships by collaborating with clients to create financial approaches that align with their families, goals, and aspirations. Outside of work, Janie enjoys cooking, music, painting, reading, traveling, watching movies, writing, and spending time with her family.

Walter Berend II is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at DealerSocket and in healthcare-related roles at Texas Digestive Disease Consultants and Quest Diagnostics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Spencer Williams is a CFP® with 20 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Dallas, TX. He previously spent 11 years at Commonwealth Financial Network. Williams is a 50% owner of Planning Strategies, LLC, a support company based in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to align with client goals and supports municipal and public-finance advisory work along with plan-level consulting services.

Jason Habern is a CFP® with 28 years of experience at Edward Jones, where he has worked since 1998. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a living trust that provides rental housing for his daughter and her friends while she attends the University of Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branches, as well as its additional services including a trust company and securities-based lending.

Frank Perry is a CFP®-credentialed financial advisor with 46 years of industry experience. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2011, and he also operates Perry Capital Group as his DBA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Cable is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Equitable Advisors, he worked at Mohr Partners Inc. and has experience in tutoring and education-related roles. He has also been involved with Southern Methodist University School of Business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of advisors and third-party managers to deliver customized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Sieling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and focuses on providing personalized, client-centered financial strategies. Brian works closely with clients to address areas such as retirement income planning, special needs planning, legacy planning, and portfolio management, and he collaborates with other professionals including attorneys and CPAs to deliver comprehensive wealth management solutions. Brian earned a Bachelor's Degree in Mechanical Engineering from Texas Tech University System. His approach emphasizes clarity and simplicity in helping clients navigate their financial lives. He serves a broad client base including current and retired oil and gas industry employees, engineers, business owners, and families with special needs children. Drawing from his experience as a parent of a special-needs child, Brian has particular expertise in guiding families through the complexities of special needs trusts and related government assistance. Beyond his professional responsibilities, Brian is involved in community organizations such as MainGait Therapeutic Horsemanship and North Texas Team Hoyt. He also enjoys a variety of personal interests including sports, reading, and spending time with his family.

Lawrence Carara is a financial advisor with Raymond James Financial in Allen, TX, holding a Series 66 credential and 15 years of industry experience. He worked at Edward Jones for 11 years before joining Raymond James in 2022. Outside of advising, he is founder and chair of the board of the Grapple & Grow Foundation, a nonprofit focused on supporting underprivileged children through sports grants, and owns a business leasing a plane to a flight school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and maintains affiliations that support municipal and public finance work as well as specialized retirement plan advisory services.

Christopher Knox is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fisher Investments, TD Ameritrade, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Ha Ellender is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. They hold Series 63 and Series 66 licenses and have been with J.P. Morgan Securities since 2012. Outside of advising, Ellender is an owner and partner of Tommy Real Estate LLC, where they manage residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.