Perry Valek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019 after working in Corporate Development and Transaction Services at Accenture, where she contributed to pricing and deal shaping for engagements valued at $25 million and above. Perry's approach focuses on personalized financial planning, actively listening to clients to develop tailored financial roadmaps that address their unique needs and life events. She holds a Bachelor's Degree from Texas Christian University, majoring in Finance with a minor in Accounting and an emphasis in Leadership. Perry is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise encompasses areas such as Divorce Transition Planning, Family Wealth Management, Employee Financial Health, Retirement Planning, and Investment Strategy. Perry also works with Plan Sponsors and participants on corporate 401(k) plans as a Retirement Accredited Financial Advisor. Beyond her professional role, Perry is involved in community initiatives including co-leading Merrill's North Texas Women's Exchange and teaching a Personal Financial Literacy class at Texas Christian University alongside her mother. She participates in events like Race for the Cure and is a member of the National Association of Plan Advisors. Outside of work, she enjoys cooking, traveling to new countries, and spending time with her husband, daughter, and pets.

John Jones is a financial advisor at Osaic Wealth with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Securities America, and Merrill. Jones is also involved with Jones Retirement Plan Advisers and runs a separate advisory business under Scissortail Executive Advisors. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various strategies through affiliated broker-dealer and RIA relationships.

Michael Reinbold Jr. is a financial advisor at UBS Financial Services in Dallas, TX, with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for several family trusts associated with a client, involved in executing trust-related duties as needed. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Rhonda Avila is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch and Merrill since 2005. 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 and profit-sharing plans, corporations, and charitable organizations.

Roland Cuellar Jr. is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co, alongside managing his own firm, Cuellar and Associates LLC, since 2016. Outside of his advisory work, he is involved in several business ventures including Diogenes Holdings LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various investment strategies supported by advisor tools and research.

Carolyn Davila is a financial advisor with Merrill in Dallas, TX, holding Series 66 and Series 63 credentials and bringing 22 years of industry experience. Her prior roles include positions at Edward Jones, LPL Financial, UBS Financial Services, Morgan Stanley, and an earlier tenure at Merrill. 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 institutional investors.

Mason Tarrant is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, beginning his career in 2025. His prior experience includes roles at Merrill and PNC, as well as involvement with the McCoy College of Business Student Managed Investment Fund and Perry Ellis International during his academic years. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Joseph Murt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked for Goldman, Sachs & Co. for 13 years before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 platform of capital markets and lending solutions.

Jocelyn Smith is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 1998. Jocelyn is a 1% owner of Smith Medical Technologies, a medical equipment distribution LLC founded by her husband, though she does not have an active role in the business. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meredith Mc Kay is a CFP® professional with 10 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2018. Prior to this, she worked at UBS Financial Services from 2016 to 2018. Outside of her advisory role, she is a partner in a self-storage investment LLC located near Rockwall, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Robert Meeks 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 has worked at UBS Financial Services since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work via proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Cambelle Bouchard is a financial advisor at J.P. Morgan Securities based in Dallas, TX, with one year of industry experience. She holds a Series 66 designation and previously worked at Brut Lighting and attended Southern Methodist University. 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 advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Pablo Moreno is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked across JPMorgan Chase Bank, J.P. Morgan Securities LLC, and TD Ameritrade. Moreno is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer banking products alongside advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation and manager search program supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He also teaches at Colorado Technical University outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Larry Robinson is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and has been affiliated with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process blends quantitative screening and qualitative research with a forward-looking approach to capital markets, serving clients who retain final decision-making authority.

Josh Deever is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of advisory roles, he has several years of experience in the food service industry and was involved with the Tyler Association of Soccer Officials. 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.

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Virkeisha Palmer is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Dixon Transportation Group and Escambia County School District. In addition to advisory services, she has involvement in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial services providers.

Jack Partovi is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining UBS, he held various roles including positions at Mercor Intelligence, Northwestern Mutual, and Coldstream Capital, as well as multiple engagements with Santa Clara University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm offers a broad platform including fiduciary financial planning, portfolio management, and capital markets services, with a unique combination of institutional trading and wealth management capabilities.