Anna Carlyle is a CFP® and PFS™ credentialed financial advisor with 34 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera since 2025, following a decade and more with Avantax Advisory Services and Avantax Insurance Agency. Carlyle serves as a Trustee managing a family trust and has contributed to the American Institute of Certified Public Accountants by developing questions for the Uniform CPA Examination. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Horace Nash Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 1995 and previously worked at Kidder, Peabody and Company for several decades. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and solutions.

Lois Cartwright is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has worked at Merrill since 1982 and has been with Bank of America, N.A. since 2011. Cartwright serves on the advisory board of the Catholic Foundation and is a director for a homeowners association, engaging in community and nonprofit activities. She is also a board member of the MacFarlane Foundation, supporting educational scholarships. 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.

Richard Tucker is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Baton Rouge, LA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Antonio Monk is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved with Positive Pictures, a live video production company, and serves on the advisory board for WTTW Public Television, supporting their planned gifts program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Regina Wortham is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1983. Outside of her advisory role, she serves part-time as an office assistant for Media Defined Inc., a for-profit S-Corp based in Dallas, 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annika Cail is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at ConVince Capital and Commerce Street Capital, LLC. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nick Ruth is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to take a holistic approach in understanding their financial needs and goals, fostering relationships that empower clients to manage their financial futures effectively. Prior to his current position, Nick held roles as an Investment Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2020 to 2024, all within Fidelity Investments. Nick's experience at Fidelity Investments spans several years and encompasses various aspects of financial planning and investment consulting, allowing him to develop expertise in understanding and addressing the diverse financial concerns of households. Outside of his professional work, Nick engages in a variety of personal interests including biking, golf, running, swimming, and tennis.

Rita Karl is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning both wealth management and private banking. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cameron Le Seane is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for seven years and served in the U.S. Navy from 2013 to 2018. He is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ryan Bell is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Brendon Evers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Odlingard Capital Management LLC. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mark Joslin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2001 and focuses on wealth transfer, concentrated stock strategies, and portfolio management. Mark is a qualified portfolio manager who provides traditional advice and guidance and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Mark's clients are typically retired or approaching retirement, seeking to enjoy the wealth they have created. His team coordinates with clients' CPAs, attorneys, and other financial professionals to deliver individualized advice based on risk tolerance, time horizon, liquidity needs, and investment goals. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Mark graduated with distinction from the United States Naval Academy with a bachelor's degree in systems engineering and earned his MBA in finance and strategic management from The Wharton School at the University of Pennsylvania. Prior to his career in wealth management, he served as an aviator in the United States Navy and worked in manufacturing and agricultural industries. Outside of work, Mark enjoys football, swimming, and spending time with his family.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Russell May is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to Stifel, he worked for Bank of America for ten years. He is also a trust committee member on two non-family trusts. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Allen Sabanovic is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. His career includes multiple roles within Morgan Stanley and its affiliate Morgan Stanley Smith Barney, as well as a three-year period at Americana Partners Securities, LLC and Americana Partners, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Piers Hurley is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2006. Outside of his advisory role, Hurley oversees the Hurley Family Foundation and serves as an executive director for Aid to Gospa's, a philanthropic foundation supporting orphans. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and asset allocation models to tailor financial plans. The firm provides institutional trading capabilities alongside wealth management services, including brokerage, advisory, custody, underwriting, and capital markets solutions.

Julio Delgado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Marvel Industrial Coatings, LLC. Delgado is based in Dallas, TX. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

James Alders is a financial advisor at Raymond James Financial with 39 years of industry experience. He held a position at Comerica Securities for 28 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Alders is a founding partner of BrightHawk Wealth Management LLC and operates Alders Wealth Management LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Alesia Coffman is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Certified Divorce Financial Analyst (CDFA) designation and the Personal Investment Advisor (PIA) designation. She earned her Bachelor's Degree from Saint Leo University. Alesia specializes in helping individuals and families navigate the financial complexities of divorce and other challenging life transitions. She provides personalized strategies in wealth management, retirement planning, and risk mitigation, aiming to simplify complex financial concepts so clients can feel empowered and secure in their financial decisions. Committed to building strong relationships, Alesia follows Merrill's tradition of community involvement by volunteering with local organizations. Her approach emphasizes integrity, empathy, and expertise to support clients in achieving financial confidence.