Ann Holder is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked with Merrill since 2012, as well as with Cetera prior to that. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability company. 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 individual and institutional clients, including high-net-worth individuals and charitable organizations.

Kathleen Muldoon is a CFP®-designated financial advisor with Raymond James Financial in Dallas, TX, bringing 47 years of industry experience. She has been with Raymond James Financial since 2009 and has longstanding ties to Carter Advisory Services and Raymond James Financial Services. Muldoon serves on multiple nonprofit boards, including Catholic Charities Dallas, where she is Chair of the Board beginning in 2024, and holds leadership roles in the investment committees of Cistercian Preparatory School and other local organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs a non-discretionary, goals-based approach using analytical tools and supports a wide network of advisors with specialized municipal and public finance capabilities.

John Checki Jr. is a CFP® professional with 37 years of experience in the financial industry. He currently works at Osaic and previously spent over two decades at Securities America Advisors, Inc. He also operates a tax advice CPA practice and is involved in insurance sales through his own businesses. Osaic Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate entities. The firm offers a multi-advisor platform with both brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization across various program types.

Emily Grego is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at the University of Texas at Austin and Armstrong McCalls Professional Beauty Supply. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory programs.

John Pittman is a Series 66-credentialed financial advisor with Edward Jones, based in Allen, TX. He has 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Ryzman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Securities America Advisors and Fidelity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Robert Calandro is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that utilize firm-approved planning tools and models, while generally acting in an advisory capacity for its financial planning clients.

Matthew Echelmeier is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 credential. He has one year of industry experience, having joined Equitable Advisors in 2026. His prior work includes roles with UberEats, the Mizzou Athletics Fund, and self-employment, as well as experience at the University of Missouri Columbia. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Meagan Strahan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Texas Woman's University, Bank of America, Dallas College, and Kohl's. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal Chief Investment Office teams and third-party managers to implement investment strategies.

Mark Brooks is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its advisory role with oversight controls and systematic methodologies.

Vivian Maass is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. She is also an owner and partner of Yimudi LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Marty Laukoter is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2016. He specializes in helping families develop personalized wealth strategies focused on growth, preservation, and transfer of wealth by gaining a thorough understanding of their goals and priorities. Marty's career in financial services spans over two decades, beginning as a Financial Advisor at American Express Financial Advisors in 1999. He joined Fidelity Investments in 2001, where he has held multiple roles including Senior Financial Representative, Senior Investment Consultant, and various Vice President Financial Consultant positions before his current role. He holds an Arkansas Insurance License. Outside of his professional work, Marty enjoys biking, family activities, hiking, skiing, swimming, and traveling.

Connor Murphy is a financial advisor at Merrill with 5 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Equitable Advisors, and Axa Advisors. Outside of finance, he spent several years involved with professional rugby clubs, including the Houston SaberCats and London Irish Rugby Club. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Suzanne Himler is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Mitchell Gosse is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked at Nestle USA for five years. He also has experience from Indiana University and Burlington Central High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hallie Fischer is a financial advisor with Edward Jones in Allen, TX. She holds a Series 66 designation and has been associated with Edward Jones since 2016, with a total of four years at the firm. Her prior experience includes roles at ISN and Southern Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mario Gonzalez is a Financial Advisor at Merrill Lynch Wealth Management, where he works with business owners, busy professionals, and those nearing retirement to simplify complex financial lives. His focus includes helping clients optimize company benefits, plan for tax-efficient retirement, and manage accumulated wealth. His approach centers on providing professional guidance tailored to clients' personal financial goals. He specializes in areas such as college education planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, legacy and LGBT wealth planning, liquidity management, personal retirement planning, and tax minimization. Mario holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Thomas Jefferson. He communicates in both English and Spanish. Outside of his professional work, Mario's personal interests include boxing, golfing, music, singing, yoga, and spending time with his family.

Amy Solum is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA and Saville CPAs & Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary management and third-party strategies.

Ryan Hood is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at Edward Jones in Frisco, TX, having joined the firm in 2021 after roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he owns passive rental properties managed by others. 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 over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.