Darren Gothard is a financial advisor with Wells Fargo Clearing in Mansfield, TX, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Studio Movie Grill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Arnulfo Espindola is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with individuals, families, and businesses to develop and implement wealth management strategies tailored to their unique needs. Arnulfo focuses on providing comprehensive financial advice that addresses various client priorities, including college education planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, and socially responsible investing. His approach emphasizes collaboration to create personalized plans that align with each client's life goals and aspirations. Arnulfo holds professional designations that support his expertise, and he is actively involved in community organizations such as the American Cancer Society and The Living Desert Zoo and Gardens. His commitment to community participation reflects the Merrill tradition of serving the communities in which he lives and works.

Anne Benton is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2012. Benton also has seven years of experience at Bank of America, N.A. 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.

Bond Cuyos Blackman is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2026, he was involved with Scratch Kitchen & Cocktails and Norman Nerds, and he attended the University of Oklahoma. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Colton Shearer is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities, as well as engaging with The University of Texas at Austin in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Susanne Clift is a financial advisor with RBC Capital Markets in Dallas, TX. She holds a Series 66 designation and has seven years of industry experience, including four years at Essilor of America prior to joining RBC Capital Markets in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Garrett Galberach is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at Gartner and Paycor, as well as involvement with several entrepreneurial ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options across diversified portfolios with a long-term orientation.

Isabel Wilcox is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wells Fargo, Koch, and JPMorgan Chase Bank, N.A. Outside of finance, she worked at Camp Winnamocka for one year. 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 applying an ESG eligibility framework in its recommendations.

Hasan Bowers is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2025, he worked at Frontier Communications for 20 years and briefly at Carmax. 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.

Remer Griner is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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.

Arielle Oliver is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Thrivent, she worked in education with FWISD and HISD for over a decade. She also serves as a Notary Public in the State of Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Perry Valek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019 after working in Corporate Development and Transaction Services at Accenture, where she contributed to pricing and deal shaping for engagements valued at $25 million and above. Perry's approach focuses on personalized financial planning, actively listening to clients to develop tailored financial roadmaps that address their unique needs and life events. She holds a Bachelor's Degree from Texas Christian University, majoring in Finance with a minor in Accounting and an emphasis in Leadership. Perry is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise encompasses areas such as Divorce Transition Planning, Family Wealth Management, Employee Financial Health, Retirement Planning, and Investment Strategy. Perry also works with Plan Sponsors and participants on corporate 401(k) plans as a Retirement Accredited Financial Advisor. Beyond her professional role, Perry is involved in community initiatives including co-leading Merrill's North Texas Women's Exchange and teaching a Personal Financial Literacy class at Texas Christian University alongside her mother. She participates in events like Race for the Cure and is a member of the National Association of Plan Advisors. Outside of work, she enjoys cooking, traveling to new countries, and spending time with her husband, daughter, and pets.

John Jones is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cambridge Investment Research, Securities America, and Merrill. He has experience managing retirement plans through his own firm, Jones Retirement Plan Advisers, which he has operated since 2018. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment platforms to construct portfolios that meet client risk tolerances and preferences.

Michael Reinbold Jr. is a financial advisor at UBS Financial Services in Dallas, TX, with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for several family trusts associated with a client, involved in executing trust-related duties as needed. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Rhonda Avila is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch and Merrill since 2005. 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.

Roland Cuellar Jr. is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co, alongside managing his own firm, Cuellar and Associates LLC, since 2016. Outside of his advisory work, he is involved in several business ventures including Diogenes Holdings LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various investment strategies supported by advisor tools and research.

Carolyn Davila is a financial advisor at Merrill with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Edward Jones and LPL Financial. She is based in Dallas, TX. 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 institutions.

Mason Tarrant is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, beginning his career in 2025. His prior experience includes roles at Merrill and PNC, as well as involvement with the McCoy College of Business Student Managed Investment Fund and Perry Ellis International during his academic years. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.