Blake Paul is a Series 66-licensed financial advisor with 17 years of experience, currently with UBS Financial Services in Dallas, TX. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

John Baumgarten is a financial advisor at UBS Financial Services in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein for 13 years before joining UBS in 2020. Baumgarten serves as a trustee and committee member for multiple trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Michael Carpenter is a financial advisor at Wells Fargo Clearing based in Dallas, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Hodges Capital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

Peyton Coleman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career has been primarily with JPMorgan entities since 2017, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, serving clients who retain final decision-making authority.

Alexander Nelson is a Series 66-licensed financial advisor with 11 years of industry experience, currently serving at Merrill since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Texas Tech University. Outside of financial advising, he manages Flying D Cattle LLC, a ranching business focused on raising and caring for a family herd of beef cattle. 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 institutional entities.

Thomas Neff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining J.P. Morgan in 2025. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities across derivatives and commodities.

Brandi Moulder Shearin is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2022, she worked for Preston Sherry Dental and Ranchview Family Dentistry, accumulating over a decade in the dental field. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Ana Infante is a financial advisor at Stifel in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through asset allocation and planning analyses.

John D'annunzio is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he co-owns JCLB Holdings LLC, which manages family private investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its advisory services.

Bruno Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Lubbock County, Airtite Products LLC, and Oasis/World of Beer. Hernandez also attended Texas Tech University from 2019 to 2023. 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 along with trading, account administration, and custody support for a variety of client types.

Jason Holland is a CFP® with 27 years of experience in the financial industry. He has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2018, with prior roles at Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Based in Dallas, TX, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Brendan Jorgensen is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2025. Prior to joining Merrill, he worked in various roles including at Wizards Sports Cafe and the University of North Texas. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Carol Anderson is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America since 2014. Outside of her advisory role, she volunteers with educational and women’s leadership organizations, including Barron's in Education, the Women's Leadership Alliance, and mentoring students at UNC Kenan Flagler Business School. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Steven Leach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and Prince Perelson. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee analyses in its financial planning process.

Jose Castillo is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at Charles Schwab and held roles in technology services and business schools at the University of Texas. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Fitzgerald is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has been with JPMorgan Chase Bank and its affiliates since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes derivatives and commodities capabilities not commonly found in institutional advisory programs.

Samantha Means is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, she worked at Equitable Advisors and has experience in educational and hospitality roles. She is also involved with Geaux Sooners, LLC DBA Luminate, assisting in financial planning and client services as part of her business activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joon Ha Jang is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at C2 Education and Epic Systems, and completed his education at Bowdoin College. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Genevieve Cannon is a financial advisor at UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she worked at Newburyport Bank and has experience in public service with the New Hampshire Liquor Commission. Outside of finance, she was involved with The Mushroom Hut LLC and has a background in education at the University of New Hampshire and local schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Nathaniel Sizer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, N.A. dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.