John Dang is a financial advisor at Merrill with 9 years of industry experience and a Series 66 designation. He has been with Merrill since 2007, totaling 19 years at the firm. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Mckinney is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves as chairman of Heroes Celebrity Baseball, a charitable 501(c)(3) nonprofit, and is involved in businesses including owning Wind Voyager, LLC, a charter catamaran company, and investing in The Dunk Collection, an e-commerce company selling basketball-related items. He also serves on the board of the Mark Cuban Heroes Recreational Centers Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and product offerings.

Sean Capuano is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade and Charles Schwab Bank. Prior to his financial services career, he was employed by Pizza Hut for two years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by a broad multi-asset model portfolio approach and a centralized operational structure.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Alexander Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and circumstances. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Alexander holds a Bachelor's Degree from The University of Texas at Austin and carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes educating clients on financial planning to help alleviate confusion and fear around investments. Outside of his professional work, Alexander enjoys golfing, spending time with his family, and traveling. He is also involved in community service, reflecting the Merrill tradition of participating in the communities served.

Jeffrey Mcnaughton is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs using both proprietary and third-party advisory solutions.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Francis Rouquette III is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner and CEO of Tiras Wealth Management, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations primarily for clients with Ameriprise-managed accounts.

Grafton Ifill III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019, and previously at Goldman Sachs & Co. from 2015 to 2019. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities across multiple regulatory registrations.

Shawn Montague is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Dallas, TX. His previous experience includes roles at USAA Investment Management Company and USAA Financial Planning Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by Schwab Center for Financial Research due diligence.

Kenneth Craven is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Wealth Management for eight years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerry Fagelman is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and having 27 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves on the Advisor Executive Board at UT Dallas and is a board member of The Ackerman Center, a Holocaust educational center affiliated with the university. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors utilize proprietary research and model-based strategies to tailor investment plans aligned with clients’ goals and risk tolerances.

Kimberly Strobel is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018. Prior to joining UBS, she was employed by Sean Cerone, D.D.S. from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Shea Majure is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Majure serves on the board of the Higgins Branchini Shooting Foundation, a nonprofit focused on economic assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Jana Wortham is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools.

Rebecca Hern is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior experience includes roles at Wedbush Securities, Bank of America, Merrill, WesBanco Securities, PNC Bank and Investments, UBS Financial Services, and Fifth Third Securities. She also serves as an executor of a family estate. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Barker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He helps clients understand strategies that align with their individual goals through the financial planning process. Prior to his current position, Patrick held several roles at Fidelity Investments, including Financial Planning Consultant (2005-2007), Senior Financial Specialist (2003-2005), Fixed Income Specialist (2001-2003), and Full Trader (1999-2001). He holds an Arkansas Insurance License.

Hannah Tobben is a Planning Consultant who partners with clients to develop personalized strategies aimed at growing and protecting their wealth over time. She focuses on understanding each client's financial goals and priorities to deliver long-term strategies aligned with their objectives. Hannah's professional experience includes roles as an Investment Consultant and Financial Representative at Fidelity Investments between 2023 and 2026. Outside of her professional work, Hannah has interests in fitness, Pilates, yoga, outdoor adventures, food, and social events with friends.

Elizabeth Schaab is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Prior to that, she was employed by Beachbody LLC from 2015 to 2017. Schaab serves as a board member on the Finance Committee for the Girl Scouts of Northeast Texas. 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 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.

Marcus Patterson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Based in Dallas, TX, he has been with the firm in its current capacities since 2021. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary program that combines institutional advisory operations with multiple regulatory registrations.