Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.

Sheila Kaplan is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 1987. She specializes in investment management for families, focusing on preserving wealth and structuring portfolios aimed at growth, income, and quality. Additionally, she assists clients with trust management to support their lifestyles during working years and retirement, as well as managing special situations involving asset management. Ms. Kaplan holds a Master's degree in Computer Science from New York University and a Bachelor's degree from Queens College, where she was a member of Phi Beta Kappa. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Her community involvement includes volunteering with the Article II Society at the Center for Presidential History at Southern Methodist University and participating in special events at the Dallas Museum of Art. Outside of her professional work, she has interests in hiking, music, reading, running, and traveling.

Jerald Cooperman is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver personalized planning while emphasizing funds from affiliated firms.

Mark Hawk is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charlotte Logann is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984. Outside of her advisory role, she serves as an executor for a friend. 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 model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Dayna Moser is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Goldman, Sachs & Co. for 15 years before joining UBS in 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation through its network of financial advisors.

Kelly Lane is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services and Paine Webber Inc. since 1983. Lane also serves as a trustee and beneficiary of a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Shane George is a financial advisor with Merrill, holding a Series 66 designation and based in Fort Worth, TX. He has four years of experience at Merrill since 2022, with prior roles at Asurion/Assurant, Sprint, and Clay Cooley Volkswagen. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Stephen Debeer is a CFP®-certified financial advisor with 12 years of experience, currently serving at Stifel since 2021. Prior to joining Stifel, he worked at Bank of America for seven years. He is based in Dallas, TX. Stifel serves a diverse clientele including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

T Frye is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Frye collaborates one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Frye provides access to Merrill's investment insights along with banking and lending solutions from Bank of America to support clients' wealth management needs. Frye holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Texas A&M. Committed to community involvement, Frye participates in volunteer activities with local organizations, reflecting the Merrill tradition of serving the communities where clients live and work.

Adam Wilson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1996 and holds the Series 63 and Series 65 designations. Outside of his advisory role, Wilson serves as president and board member of a homeowners association in Dallas, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans for clients.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Sarah Faltot is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is employed by JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kendra Piazza is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2007, with a brief tenure at Edward Jones in 2017. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jess Newman is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Newman worked at BMO Harris Bank, UBS Financial Services, and US Trust. Outside of financial advising, Newman is the owner of TALLFINGERS LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Laura Martin Bernard is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Stifel in 2025, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Brown Jr. is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch and Bank of America NA prior to joining Edward Jones in 2018. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sanjeev Kumar is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 16 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. He is also involved with the IITNT Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies with access to research and diverse investment options.

David Rindal is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at American Airlines Federal Credit Union and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Denissia Gordon is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked with Avantax Advisory Services for 12 years prior to joining Cetera in 2024. Outside of her advisory role, she is employed as a fulfillment center warehouse associate. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.