Brant Ferguson is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. Ferguson serves on the Foundation Investment Committee for the Circle Ten Council of the Boy Scouts of America, providing asset allocation and investment opinions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Gabriel White is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of financial services, he was involved with Firefighting Finest Moving Storage for three years. 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 accounts.

Genie Mcgee is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial since 2022 and previously held roles at New York Life and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Thomas Merkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1994 and holds the Professional Investment Advisor (PIA) designation. Mr. Merkel graduated from the University of North Carolina at Chapel Hill with a bachelor's degree in Economics. He is certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. His focus includes liquidity events for high net worth individuals and stable asset management strategies. He takes a comprehensive approach in working with clients to address assets, liabilities, wealth structure, retirement, and wealth management planning. In addition to his professional responsibilities, Thomas Merkel has served and continues to serve on the boards of various faith-based and non-profit organizations. He resides in Dallas with his wife, Sue, and their four children.

Andrew Spillman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at UBS Financial Services and various Raymond James entities since 1995. Outside of his advisory roles, he is the owner of The Art Menu LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and charitable and institutional clients. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

Joseph D'agostino is a Series 66-credentialed advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously spent ten years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates systematic due diligence with qualitative research and includes broader derivatives and commodities capabilities.

Jarrell Prince is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles White is a ChFC® and holds a Series 63 license, with 49 years of industry experience. He worked at Lincoln Financial Advisors Corporation from 1976 to 2025 before joining OSAIC in 2025. He is also licensed as an insurance agent offering fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers various managed account options supported by third-party managers and proprietary strategies.

Stephanie Vaughn is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 designations with 20 years of industry experience. She has been with J.P. Morgan Securities since 2005 and has worked with JPMorgan Chase Bank, N.A. since 2001. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Richard Waters is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Charles Schwab & Co., Inc., and TD Ameritrade Investment Management, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alana Loy is a Series 66 registered financial advisor at UBS Financial Services in Dallas, TX, with one year of industry experience. Her prior roles include positions at ACORE Capital, Morgan Stanley, and various service and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of investment and capital markets solutions.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Angela Graham West is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Orion Wealth Management, Oppenheimer, Raymond James, and First Command. Outside of advising, she is a non-profit board member at Kansas State University, hosts the Republican Coffee Corner podcast, and co-owns a patent through Tap2Space. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Benjamin Chambers is a financial advisor with Fidelity, holding a Series 66 designation and bringing 10 years of industry experience. He has worked within various branches of Fidelity since 2015. Outside of his advisory role, he serves as an independent contractor overseeing front of house production at a local church in Southlake, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including retail and institutional investors and is noted for its use of systematic methodologies and formal advisory role to multiple registered investment companies.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior experience includes roles at Fidelity Investments and FedEx. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Christopher Halstedt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2024. Halstedt serves as a trustee for a Charitable Lead Annuity Trust focused on managing assets for charitable purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2008 after one year at Edward Jones. Outside of his advisory role, he is involved in agriculture through a personal LLC for hunting property established with a friend. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and in-house research.