Mark Wright is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Endowment Committee of Keller United Methodist Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and discretionary plan-level investment selection, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Kyle Honor is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and Tradeweb Markets LLC. Outside of finance, he was involved with Stony Brook Pizza LLC from 2018 to 2020. 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 an ESG eligibility framework.

Dominik Kokor is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Vandergriff Honda and Prime Trading LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Adrian Immel is a Financial Consultant at Fidelity Investments, where he helps individuals and families develop personalized financial planning strategies aimed at supporting their long-term goals. He focuses on wealth building, retirement planning, and managing investment risk through a disciplined, planning-first approach. Adrian has held several roles at Fidelity Investments, including Planning Consultant since 2025, Investment Consultant from 2023 to 2025, and Financial Representative from 2022 to 2023. He offers appointment availability beyond traditional business hours to accommodate client needs.

Amanda Sharkawy is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, Texas, with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Benjamin Chiang is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial in Fort Worth, TX, where he has worked since 2020. His prior experience includes roles at American Airlines Credit Union, Cetera, Fidelity, and Merrill. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with diverse non-advisory financial services.

Cole Stephenson is a Planning Consultant specializing in investment consulting. He partners with clients to understand their financial goals as well as their values and aspirations, aiming to create financial plans that support long-term success. He has been with Fidelity Investments since 2023, starting as a Financial Representative before advancing to his current role as an Investment Consultant in 2025. His professional experience centers on client-focused financial planning and investment strategies. Outside of his professional work, Cole engages in interests including cars, football, golf, lake activities, outdoor adventures, and spending time with pets.

Leanda Pringle is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools in their recommendations.

Nichole Rogers is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Outside of her advisory role, she owns and operates a family business called Always Smile 1st Apparel and Design, which designs and sells apparel and home decor. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Victoria Ferrusca is a financial advisor at Morgan Stanley in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities, Charles Schwab, and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Ryan Long is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the board of directors for the Cotton Bowl Athletic Association and the TCA Foundation, contributing to leadership and fund management for these organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Anita Kelley is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagement and Corporate Financial Planning agreements.

Haley Hunt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, she held positions at Southern Methodist University and Jones Lang LaSalle among other roles. She serves as a volunteer board member for the T. Boone Pickens YMCA in Dallas and provides financial literacy education to justice-involved youth through Cafe Momentum. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models to support asset allocation and financial planning.

Gustavo Fernandez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2007 and joined J.P. Morgan Securities in 2012. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kyle Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and custody services.

John Killen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Fidelity Investments Institutional Services Company. Killen serves as a board member for Saint Philips School and Community Center, where he participates on the finance committee and general board advising on budget and financing matters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization with access to a wide range of product types.

Kristen Gunaca is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has been with RBC Capital Markets since 2016 in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Brian Mittelstaedt is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2016. 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 when recommending strategies.

Robert Teal is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Hodges Capital Management, Beacon Pointe Advisors, and a business in cinema services. He has also worked in education at Texas Tech University and two high schools. Merrill provides managed account services primarily 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.