Stuart Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), indicating his specialization in personal investment strategies. Stuart earned his Bachelor's Degree from The University of Texas. His educational background, combined with his experience at Merrill Lynch, supports his ability to serve clients in managing their wealth and investment portfolios.

Michael Hearne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over two decades at Carson Private Capital, Inc. and Carson Management Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Aaron Armstrong is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Bank of America Merrill Lynch, Fortress Investment Group, Northwestern Mutual Life Insurance, and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market analysis.

Sean Flood is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has two years of industry experience and previously worked at the California Milk Advisory Board, AgWest Farm Credit, The Home Depot, and Target. 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, advisory programs, and institutional consulting with a range of portfolio management styles and affiliate resources.

James Turner is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets.

Eric Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2015. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Javier Fuentes is a financial advisor at Merrill with 15 years of industry experience. He has been with Merrill since 2015 and holds Series 63 and Series 66 designations. 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 strategies utilizing internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Moore is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Merrill for 23 years and at Bank of America, N.A. for 15 years. He is based in Dallas, TX. Merrill serves a wide range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by a platform integrated with Bank of America affiliates and a variety of tax-efficient investment strategies.

Robert Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 23-year tenure at Merrill. Outside of his advisory work, he serves on the Board of Trustees for the FSU Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Brian Horne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes service in the United States Marine Corps from 2014 to 2021 and work at the University of Virginia from 2021 to 2023. He serves as a volunteer board member providing independent investment review for Our Lady of the Lake Catholic Church in Rockwall, TX. J.P. Morgan Securities LLC offers 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.

Henry Peeler Jr. is a CFP® certified financial advisor with 28 years of industry experience, currently working at OSAIC since 2024. His prior experience includes positions at Securities America Advisors, Investacorp, and Highland Capital. Outside of advisory roles, he owns a small delivery company, Peeler Logistics, and has served as an insurance wholesaler through Highland Capital Brokerage. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party investment managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management to construct diversified portfolios.

Joseph Firth is a Private Wealth Advisor specializing in comprehensive financial strategies tailored for business owners and ultra-high net worth individuals. He collaborates closely with clients to prioritize and pursue their most important financial goals, ensuring that family members are engaged in the decision-making process. His role includes business development and providing balance sheet and debt solutions leveraging his position at Bank of America. Before joining Merrill Private Wealth Management in 2018, Joseph spent four years in Chicago working at a Fifth Third Bank predecessor institution. There, he gained extensive experience in commercial real estate, healthcare, and middle market lending, performing financial and industry analyses, risk assessment, and evaluating cash flows, collateral, leverage, and liquidity of borrowers. He is a Certified Exit Planning Advisor professional and holds a Bachelor's degree in Finance with a minor in Spanish from Texas Christian University. Joseph serves on the boards of the Epilepsy Foundation of Texas and The Lamplighter School's alumni board. In his personal time, he enjoys outdoor activities that include his dog, Stella, as well as spending time with family and friends and following Dallas sports.

Adam Seely is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in the automotive industry with Audi Dallas and Park Place Motorcars. He is also a golf professional based in Farmers Branch, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Alex Vilfordi is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameriprise since 2018, following a prior role as a financial advisor at UBS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Michael Smith is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch since 1999 and affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm delivers model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Keely Salmon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, N.A. and Wells Fargo. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jacob Thimesch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. His career at Fidelity Investments began in 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions, Relationship Manager, and Planning Consultant before his current appointment. With a foundation in financial planning, Jacob focuses on helping clients understand the impact of their finances and providing personalized guidance to build meaningful relationships and strong financial plans. Outside of his professional work, Jacob engages in activities with family, enjoys football, golf, social events with friends, and spending time with his pets.

Arlene Tarver is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 63 designation and has been with Merrill since 1977. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Kneipper is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS Financial Services since 2008. Kneipper serves on the boards of Jonathan's Place and The Episcopal School of Dallas, participating in governance, finance, and event committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across multiple platforms.

Ryan Smith is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at JP Morgan Chase Bank, First Choice Financial Planning, Dawson Private Wealth, Raymond James Financial Services, and Equitable Advisors. Prior to his financial career, he was involved in the hospitality industry at Stir Bar and Nightclub. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program focused on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset allocation process combined with centralized due diligence and integrates an ESG eligibility framework in its recommendations.