Lisa Meagher is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools such as Monte Carlo simulations in its financial planning approach.

Thomas Decker is a CFP® with 28 years of industry experience, currently working at Wells Fargo Clearing. He has worked with Wells Fargo Clearing since 2007, with a brief tenure at PNC Managed Account Solutions in 2011, and previously spent six years at UBS Financial Services. 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 while utilizing research and analytics to guide investment decisions.

Crockett Speer is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Equitable Advisors and Denovo Advisory Group. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and model portfolios to deliver tailored investment solutions.

John Orsi III is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for his parents in West Palm Beach, Florida. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and brokerage. Baird manages approximately $394 billion in assets and offers a range of investment strategies and municipal advisory services supported by internal research and strategic partnerships.

Christina Vilmar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the team after a career in marine biology and focuses on helping clients define and prioritize their financial goals to prepare for their future. Christina holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Christina follows a disciplined process that begins with getting to know each client and their family, understanding their financial situation, and identifying what matters most to them. She builds customized plans based on these goals, assisting clients with developing potential solutions and providing investment guidance aligned with their short- and long-term objectives. Her expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, philanthropic planning, and services for endowments, foundations, and non-profits. She earned a bachelor's degree from The University of Texas in Austin and a master's degree from The University of Miami. Christina is a member of the Quilters Guild of Dallas and volunteers with Night OWLS at Highland Park United Methodist Church. Her personal interests include boating, camping, dancing, gardening, scuba diving, sewing, singing, skiing, traveling, and yoga.

Michael Speanburg is a Series 66 licensed financial advisor at Edward Jones in McKinney, TX, with five years of industry experience. Before joining Edward Jones in 2021, he worked for Walmart from 2016 to 2021 and served in the United States Army from 2012 to 2018. He is also the owner of Fifth Chance LLC, a marketing business where he provides product opinions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive advisor network, branch footprint, and affiliated services beyond traditional advisory offerings.

Michael Yu is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding the CFP®, CFA®, and Series 66 designations with 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2009 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and external sources, using diversification principles and modern portfolio theory to evaluate investment options.

Erin Williams is a financial advisor with LPL Financial based in Wylie, TX, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2021, she spent five years at Edward Jones. Williams also operates a CPA practice, Erin Z. Williams, CPA, P.C., which provides tax preparation and accounting services. 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 broad range of financial planning and investment services delivered through a large network of advisors who implement various portfolio strategies, supported by proprietary research and technology tools.

James Willis is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 credentials with five years of industry experience. His prior roles include positions at The Vanguard Group, Fisher Investments, Fidelity Investments, and TIAA-CREF. Outside of his advisory work, he is involved with General Line Insurance, focusing on health and life insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Jeremy Scholl is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He spent over two decades with Equitable Advisors and Axa Advisors before joining LPL Financial in 2022. Outside of his advisory work, Scholl operates Scholl Wealth Management, which includes a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging a large network of advisors and incorporating both proprietary research and third-party strategies.

Christopher Hix is a CFP® professional with 14 years of industry experience. He is currently with Vanguard Advisers and has worked previously at Edward Jones, Merrill Lynch, and JPMorgan Chase Bank. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a scalable digital platform supported by a team of over 2,200 advisors.

Ronnie Rombs is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he held positions at Hunt Oil Company and was involved with FC Dallas and Cistercian Preparatory School. He is also a member of Sending Smiles VIP LLC, an outside business activity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and proprietary advisory models.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nguyen Truong is a Financial Consultant at Fidelity Investments, a position held since 2021. Nguyen has been with Fidelity since 2014, progressing through various roles including Investment Consultant, Relationship Manager, Personal Planning Advisor, Investment Solution, Retirement Representative, and Full Trader. Throughout this time, Nguyen has developed a financial planning process focused on understanding clients' priorities to educate and empower them in managing their financial futures. Nguyen holds an Arkansas Insurance License.

William Allbright is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Dallas, TX, holding a Series 63 designation and 43 years of industry experience. He has been with Raymond James in various capacities since 1988 and also owns and operates a legal consulting and tax preparation practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs non-discretionary, goal-based planning supported by analytical tools and offers specialized advisory programs including municipal and public finance services.

Conner Neal is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Goldman Sachs & Co. LLC and United Capital Financial Advisers LLC. Outside of his advisory role, Neal is the owner of Chansen Partners LLC, a for-profit business. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charities.

Peter Tanguy is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. The firm, 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 plans, corporations, and charitable organizations.

Nathan Anderson is a financial advisor with Osaic Wealth based in McKinney, Texas. He holds Series 63 and Series 65 credentials and has 17 years of industry experience, including 16 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory role, Anderson serves as president of the McKinney North Stars Hockey Club, a nonprofit organization. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its scale, complex affiliate network, and a multi-advisor platform that includes comprehensive financial planning and access to third-party investment managers.

Joel Gilhang is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds a Series 63 designation and has held roles at firms including Park Avenue Securities, Guardian Life Insurance, Level Four Advisory Services, and LPL Financial. Gilhang is also involved in managing Gilhang and Hays Financial Management Group, LLC, and serves as president of the 323 Foundation, a charity supporting families that have lost a spouse or partner. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning, asset management, and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships using firm-approved tools to deliver written recommendations without investment discretion, with optional implementation through separate arrangements.

Arthur Shoels Jr. is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2019 and has worked in related roles at Bank of America and other organizations. His background includes positions outside finance, such as teaching at Collin College and Tascosa High School. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.