Grant Tomashoff is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of offerings including fee-based financial planning, discretionary portfolio management, and market-making activities.

Michael Milner is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 28 years of experience to his role. He primarily works with clients who have assets exceeding two million dollars, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael completed his high school education at WC Mepham. Outside of his professional work, he spends time golfing, playing tennis, traveling, and enjoying time with his family.

Nathaniel Woodward is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Landmark Media, Inc. for six years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tyler Wood is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Dallas, TX. He joined UBS in 2019 after working at TD Ameritrade and has prior experience in healthcare and academia. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors who use proprietary research and model-based asset allocations.

Angela Hinds Arolfo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and 17 years of industry experience. She previously worked with UBS Financial Services and RBC Capital Markets, LLC. In addition to her advisory role, she maintains a real estate broker license for personal use. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm offers a broad platform integrating wealth management with institutional trading capabilities.

Ivan Rodriguez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously held roles at Bank of America, JPMorgan Chase, and Security Service Federal Credit Union. Outside of his advisory work, Rodriguez owns and operates an online sales business, Bluxisyu LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Davis Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in managing rental real estate properties alongside his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional consulting through multiple specialized divisions.

Anna Carlyle is a CFP® and PFS™ credentialed financial advisor with 34 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera since 2025, following a decade and more with Avantax Advisory Services and Avantax Insurance Agency. Carlyle serves as a Trustee managing a family trust and has contributed to the American Institute of Certified Public Accountants by developing questions for the Uniform CPA Examination. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Horace Nash Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 1995 and previously worked at Kidder, Peabody and Company for several decades. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and solutions.

Lois Cartwright is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has worked at Merrill since 1982 and has been with Bank of America, N.A. since 2011. Cartwright serves on the advisory board of the Catholic Foundation and is a director for a homeowners association, engaging in community and nonprofit activities. She is also a board member of the MacFarlane Foundation, supporting educational scholarships. 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 various institutional investors.

Richard Tucker is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Baton Rouge, LA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Antonio Monk is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved with Positive Pictures, a live video production company, and serves on the advisory board for WTTW Public Television, supporting their planned gifts program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Regina Wortham is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1983. Outside of her advisory role, she serves part-time as an office assistant for Media Defined Inc., a for-profit S-Corp based in Dallas, Texas. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annika Cail is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at ConVince Capital and Commerce Street Capital, LLC. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nick Ruth is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to take a holistic approach in understanding their financial needs and goals, fostering relationships that empower clients to manage their financial futures effectively. Prior to his current position, Nick held roles as an Investment Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2020 to 2024, all within Fidelity Investments. Nick's experience at Fidelity Investments spans several years and encompasses various aspects of financial planning and investment consulting, allowing him to develop expertise in understanding and addressing the diverse financial concerns of households. Outside of his professional work, Nick engages in a variety of personal interests including biking, golf, running, swimming, and tennis.

Rita Karl is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning both wealth management and private banking. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Cameron Le Seane is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for seven years and served in the U.S. Navy from 2013 to 2018. He is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ryan Bell is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Miguel Flores is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Casey Fung is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the hospitality industry and has been a DJ for bars, parties, and events since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.