Taylor Hundley is a financial advisor with LPL Financial based in Dallas, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He previously worked at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. Outside of his advisory role, Hundley acts as a trustee for the WC Hundley Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by research and various model strategies.

Russell Chaney is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee for family trusts and is a part-owner and secretary of a family-owned agricultural enterprise. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Owen Fuller is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 after prior work experience at Monster Energy and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

David Miller is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors, Inc. and Sunset Financial Services Inc. In addition to advisory services, he is involved in insurance brokerage, marketing and placing insurance products for risk management. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutions through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk tolerance assessment, and automated rebalancing, supporting various investment types and management styles.

Ethan Guardiola is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Texas Tech University. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to different investment approaches.

Chiedza Kamhere is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Chiedza worked at Bank of America, N.A., Uber Technologies, Chase Bank, and ZB Bank. Outside of advising, Chiedza works part-time as a delivery driver for Uber. 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.

Paula Thibodeaux is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been associated with Wells Fargo Clearing since 2018 and has also worked with Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Wooldridge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she serves as a board member and treasurer for the Garner Fine Arts Academy PTA, managing budgeting and financial reporting for the nonprofit. 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 select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, TX. He brings over 25 years of experience working with institutional investments and high net worth individuals. His role centers on creating personalized financial strategies tailored to individual long-term goals, supported by Merrill's investment insights and Bank of America's lending solutions. Before joining Merrill, Robert served as Chief Investment Strategist for a local CPA firm where he managed client assets exceeding $1 billion. He was responsible for the firm's asset allocation strategy and investment manager due diligence. He also has experience as a discretionary portfolio manager and team leader serving high net worth individuals and trusts at Bank of America. Robert holds the Chartered Financial Analyst (CFA) designation, earned in 2002, a Master of Business Administration from the Thunderbird School of Global Management, and a Bachelor of Arts in Liberal Arts from the University of Oklahoma. He is a member of the Dallas Association of Investment Analysts and participates in community activities including volunteering with the Boy Scouts of America. His personal interests include adventure sports, camping, hiking, and running.

Jesus Gamez is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Travis Sullivan Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, previously working at City National Bank. Sullivan serves on the board of the Kraddick Foundation/Kidd’s Kids and is a member of the Dean’s Advisory Board for the University of North Texas G. Brint Ryan College of Business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized advisory programs and integrates investment management with wealth planning, utilizing a range of in-house and third-party managers tailored to clients’ risk profiles.

Jessica Owens is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Goldman Sachs, Bank of America, Merrill, and JPMorgan Chase Bank. Owens also worked with the University of North Carolina and was involved with SXSW LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Almohannad Alabed is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently an advisor at Edward Jones in Dallas, TX, having joined in 2025. His prior experience includes roles at Fidelity Investments, Resolute Investment Managers, and Kestra Investment Services (Bluespring Wealth Partners). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Mc Adams is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marica Davis is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She worked at Goldman, Sachs & Co. for 11 years prior to joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Matthew Foster is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley since 2013. 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 employs structured planning tools to support its financial planning process.

Paul Stam is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Stam serves as an adjunct professor teaching international estate planning at Golden Gate University College of Law and the University of San Francisco and is also a fiction author working on multiple novels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate proprietary modeling techniques.

Scott Byrd is a CFP® with 24 years of experience in the financial industry, currently serving at Ameriprise since 2005. He holds Series 63 and Series 66 licenses and is based in Bedford, TX. Byrd serves on the board of directors for the Fort Worth YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steve Christensen is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as treasurer for the Christensen Family Foundation and acts as a trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lawrence Lowe is a financial advisor with LPL Financial in Dallas, TX, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of his advisory role, he is a managing partner of an e-commerce business called Swol Lyfe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.