Steven Crate is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Raymond James & Associates. Outside of finance, he is a certified flight instructor at Monarch Air and Monarch Aviation, where he teaches students both in ground school and in practical flight training. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of products through its affiliations within the J.P. Morgan organization.

Bikram Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients’ unique financial situations and goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Bikram holds a Bachelor's Degree from Y C College of Engineering and a Master's Degree from Symbiosis Institute of Management Sciences. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Bikram follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Travis Moss is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 10 years before joining RBC in 2026. Outside of his advisory role, he manages a hunting lease through MOSS HUNT LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies using both in-house and third-party managers, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Aaron Dyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he spent 16 years at LaSalle St. Investment Advisors and Lasalle St. Securities, and two years at Kestra Investment Services. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Marjorie Zethraus is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. 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 incorporating an ESG eligibility framework in its recommendations.

E Lawrence Smith is a CFP® professional with 18 years of industry experience, currently advising at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 14 years. Smith is also president of ELS Vision Wealth Management, PLLC, where he offers commission-based group benefits and various insurance products. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types and supports both discretionary and non-discretionary account management.

Paul Bender is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan investment services.

Marvin Gomez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2018, also working with JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Maria Stathakis is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor plans based on clients’ goals and risk tolerances.

Jeremy Pritchett is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at NorthStar Memorial Group and Services Corporation International. He is also an owner of Garcia & Pritchett Partners LLC, a family-owned food and beverage business that is currently in the process of liquidating assets. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Joseph Reina is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Fidelity Personal and Workplace Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Melissa Neidinger is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation and possessing 10 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a range of capital markets functions to support client goals.

Karell Diaz is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019, with prior roles at Associated Bank, Sprint, Chase Bank, Booking.com, and 211 San Diego. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Hannah Wilson is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. She joined Wells Fargo in 2022 and has prior experience working at The University of Texas at Austin and Ray Braswell High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, with a focus on research-driven investment strategies and diversified portfolio approaches.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Andrew Kacz is a financial advisor with OSAIC in Dallas, TX, holding Series 63 and Series 65 designations and 11 years of industry experience. Prior to joining OSAIC in 2022, he worked for seven years at Allstate Financial Services LLC. He also operates Elevated Wealth Advisory LLC, providing financial services and fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include various asset classes and supports discretionary and non-discretionary management options.

Daffan Nettle is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at UBS since 2021 and previously spent 20 years at JP Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he serves on the board of directors for the YMCA of Metropolitan Dallas Foundation and is involved with the Garden Club of America’s Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Jared Escamilla is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fidelity Investments, Fisher Investments, and Morgan Stanley, as well as involvement in small business ventures like Save A Shield Inc and BowKay Designs. 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, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework.

Forrest Green is a Series 66 licensed advisor with J.P. Morgan Securities LLC, based in Houston, TX, with 21 years of industry experience. He worked at Sanford C. Bernstein & Co. for 14 years before joining J.P. Morgan in 2018. Green serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Paul Blage is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's priorities, considering factors such as risk tolerance, time horizon, and liquidity needs. Paul provides access to Merrill’s investment insights as well as banking convenience and lending solutions through Bank of America. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Southern Methodist University. Paul’s approach centers on helping clients manage their wealth by creating strategies adaptable to changing market conditions to pursue their financial goals.