Michael Dao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Darcy Hogan is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Hogan worked at EMG Insurance Brokerage and GLP & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies with a nationwide network of over 23,000 financial advisors.

Travis Wilson is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, he owns and operates a landscaping business in Oak Point, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yeccaluri held roles at JPMorgan Chase Bank, N.A., Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation, and attended Vanderbilt University and Santa Clara University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Greene is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering a non-discretionary program that relies on a centralized due-diligence framework.

Mario Ayala is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2017 and previously worked at BB&T Investment Services from 2015 to 2017. His credentials include Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various J.P. Morgan entities since 2019. Prior to joining J.P. Morgan, he was employed at Q Investments and held roles related to Texas Christian University and FuntashtTech. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support its recommendations.

Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on each client's Advisory Risk Profile.

Eleni Feleke is a Financial Advisor at Merrill Lynch Wealth Management. She works with a diverse clientele that includes entrepreneurs, corporate executives, and multi-generational families, focusing on areas such as education planning, equity compensation services, family wealth management strategies, managing new wealth, and women and wealth. Eleni holds several FINRA registrations including Series 7, 63, 66, 24, 9, and 10. She has also earned professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from Brandeis University. In her role, Eleni assists clients with investment and risk management, tax minimization, credit and lending through Bank of America, income and liquidity management, estate, wealth transfer, and philanthropic endeavors. Originally from Denver, Colorado, Eleni now resides in Dallas with her husband and their Catahoula Leopard mix, Bella. She is involved in community activities, including Habitat for Humanity and various events focused on disability advocacy and inclusion. In her free time, she enjoys gardening, hiking, swimming, yoga, traveling, and spending time with her family.

Brian Marks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having started his career in 2000 as a consultant and high school coach before transitioning to wealth management in 2004. Brian specializes in developing personalized financial strategies and providing investment guidance tailored to the needs of individuals, families, and businesses. His areas of expertise include corporate executive services, education planning, executive and equity compensation, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Brian holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Texas A&M University. Outside of his professional life, Brian is active in the community, supporting organizations such as Silverlake Elementary, Faith Christian, and the Dr. Roger E Marks Healthcare Foundation. He enjoys spending time with his wife Jennifer and their four children in Grapevine, and participates in activities like basketball, biking, football, golfing, music, running, and swimming.

Juliana Lu is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Saville CPAs & Advisors, and experience with community organizations such as the Dallas Chinese Community Center and the DFW World Affairs Council. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Reid Randecker is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously affiliated with Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs while providing ERISA fiduciary services to qualified plans.

Angela Spirtos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 license and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also serves as an employee of JPMorgan Chase Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm integrates large-scale institutional advisory capabilities with brokerage, distribution, and investment management functions.

Juan Pablo Arias Bello is a Series 66-licensed advisor with five years of industry experience, currently with J.P. Morgan Securities in Dallas, TX. His prior roles include positions at JPMorgan Servicios SA and Credit Suisse. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Stephanie Gonzalez is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Chase Bank, NA, and Jpmorgan Securities Inc. since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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 investment offerings.

Brian Blake is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he acts as trustee for several family trusts established to manage assets for his children’s future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Matthew White is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. His career background includes long-term roles at Avantax Investment Services, Avantax Insurance Agency, and currently multiple positions within Cetera and affiliated entities. Outside of his advisory work, White serves as Vice President of the Baytown Christian Foundation and holds leadership roles with Southern Methodist University’s Parent Leadership Council and Mothers’ and Dads’ Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing multiple program options that include model portfolios, third-party managers, and customized strategies across various custodial relationships.

Derik Anderson is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX since 2014. He holds Series 63 and Series 66 licenses and has spent over a decade with his current firm. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.

Shirley Higa is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Based in Dallas, TX, her career spans over 17 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.