Steven Ard is a financial advisor with J.P. Morgan Securities in Mansfield, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for the past 10 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Allison Williams is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She joined UBS in 2024 after eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its range of proprietary research, capital markets services, and fiduciary financial planning.

Sharon Stark is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 23 years of industry experience, including prior roles at United Planners Financial Services, Signator Investors, and Transamerica Financial Advisors. Outside of advising, Stark is an author and educator, having written the book "Your Retirement GPS" and engaging in podcasting and speaking activities. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Paul Hendershot is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. He serves on the Board of Governors for the Dallas Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations through a range of advisory programs. The firm offers tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers, and features a capital-markets footprint with affiliated asset managers and alternative investment options.

Amanda Wells is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2019 and previously held positions at Paul Schaper and Axa Advisors, LLC. Based in Dallas, TX, she has seven years of tenure at Merrill. 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 a range of model-based and discretionary investment strategies.

Anthony Loreti is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as executor of a family trust in a trustee capacity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, leveraging a broad capital-markets platform and affiliated asset management capabilities.

Samuel Yonack is a financial advisor at Morgan Stanley in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and Omnicom Media Group, as well as a position at Twentieth Century Fox Film Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

Taylor Hundley is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory role, Hundley acts as a trustee for the WC Hundley Family Trust. 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 range of financial planning and portfolio management services, combining advisory capabilities with non-advisory financial products and partnerships.

Russell Chaney is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, Banc of America Investment Services, Citicorp Investment Services, SeCU Brokerage Services, and Cuna Brokerage Services. He is a 5% owner and secretary of Gunnersfield Enterprises, a family-owned agricultural property, and serves as a co-trustee for family trusts. 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 supported by research and analytics from Wells Fargo Investment Institute.

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 previously worked at Securities America Advisors, Inc. and Sunset Financial Services Inc. His background includes roles as an insurance broker, marketing and placing insurance products for risk management. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by various custodial and third-party platforms.

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.

Stephanie Derosier is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as Bank of America. 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, retirement plans, corporations, and charitable organizations.

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 in Arlington, TX, holding Series 63 and Series 66 licenses and offering 18 years of industry experience. She has been 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. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations and offers distinctive regulatory registrations that support broader derivatives and commodities 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.

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.