Gerald Blakely is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that manages a rental property in an RV resort in Orange Beach, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net worth levels. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Ismael Morales is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Morales worked at Nike and Northwestern Mutual Investment Management, and he has held teaching positions at Texas A&M University and The University of Texas at Tyler. J.P. Morgan Securities 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 in its investment recommendations.

Monserrat Morgan is a Financial Advisor with the Crockett & Associates team in Dallas, affiliated with Merrill Lynch Wealth Management. She began her financial services career in 2023 with Merrill and focuses on helping individuals and families navigate significant life transitions, including career changes, family planning, marriage, and divorce. Many of her clients are business owners, entrepreneurs, senior leaders, and those experiencing personal or professional change. She provides personalized guidance aimed at helping clients make informed financial decisions aligned with their values and goals. Morgan earned a Bachelor of Business Administration in Finance from the University of Georgia Terry College of Business and holds a Certificate in Legal Studies. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, as well as the Personal Investment Advisor (PIA) designation. Her expertise includes legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of her professional work, Morgan enjoys marathon running, fitness activities such as golf and pickleball, and traveling. She is involved with the Delta Delta Delta Alumnae Chapter and serves on the board of the Tri Delta Alumnae Association of Dallas. Additionally, she is a partner with Social Venture Partners Dallas, reflecting her commitment to community involvement and service.

Peter Vitali is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 66 licenses with 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, HD Vest, and Morgan Stanley. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Stretch is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Integrity Capital LLC, and other firms over the past several years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform recommendations within an ESG eligibility framework.

George Vilfordi III is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at UBS Financial Services Inc and Ameriprise Financial Services Inc prior to his current role at Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its planning approach and delivers these services through a centralized consulting team in partnership with its advisors.

Mc Kenzie Mills is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Mills worked at Capital Advisors Group, Cavanal Services, and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Robert Russell is a CFP® with 27 years of experience in the financial industry. He is currently with Charles Schwab in Dallas, TX, where he has worked since 2023. Prior to that, he held roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He serves as a board trustee for the Dallas Theater Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational structures.

Jake Isaacson is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations and five years of industry experience. Prior to his current role, he worked briefly at Uber Eats and New York Life Insurance Co. He has a longstanding association with JPMorgan Chase Bank, N.A., dating back to 2002. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Christie Autry is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2013. Outside of her advisory role, she is involved with the Whitton Volunteer Fire Department in Canton, Texas, where she assists with managing financial operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management strategies.

Brittany Thompson is a Series 66 licensed financial advisor with Edward Jones in Farmers Branch, TX, where she has worked since 2010, accumulating 16 years of industry experience. She is involved in managing rental properties outside of her advisory role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Barton Talkington is a financial advisor at UBS Financial Services with 32 years of industry experience. He has held positions at UBS since 2008 and previously worked at Citigroup Global Markets for nine years. Outside of his advisory work, he has volunteered as a junior high football coach at Coram Deo Academy, a private Christian school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets access, operating with institutional trading capabilities alongside wealth management.

Mark Withers is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Dallas, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Aldo Marsiglia is an International Wealth Advisor at Merrill Lynch Wealth Management in Miami. He has been with Merrill Lynch since 2005, overseeing portfolio strategies for ultra-high net worth families both in the United States and internationally. Aldo is also a co-founder of the SIGMA Group. He holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute™ in conjunction with the University of Chicago Booth School of Business. Aldo earned a Bachelor's degree in Finance from the University of Florida. He is fluent in English, Italian, Spanish, and Portuguese.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. In addition to his advisory duties, he offers banking products and services through JPMorgan Bank. J.P. Morgan Securities LLC 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 their recommendations.

William Floyd is a financial advisor at LPL Financial in Dallas, TX, holding Series 65 and Series 66 licenses with three years of industry experience. His prior work includes positions at First Horizon Bank, Wedbush Securities, and Texas Capital Bank, where he spent three years in private wealth advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies through its extensive network of advisors, supported by research and technology tools, and oversees over $819 billion in discretionary assets.

Nyya Dennis is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she has held positions at TD Ameritrade, bbva, Frost Bank, and Charles Schwab Bank. Outside of her advisory work, Dennis also works as an Amazon Flex driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its wealth advisory and managed account services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody, brokerage, and advisory infrastructure.

Barrett Koerner is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and Texas Christian University. He is involved in sales of tax account programs and group ancillary products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models primarily implemented by third-party managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mai Nguyen is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Mai worked at Fidelity Investments and Amerisave Mortgage Corporation. Mai has also been involved in entrepreneurial ventures, including roles at Crazee Crab and Weheartcbd. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Timothy Bowrey is a financial advisor with Ameriprise Financial Services and holds the CFP® and Series 66 designations. He has 18 years of industry experience, including a decade at Raymond James & Associates prior to joining Ameriprise. Outside of his advisory work, he owns Sword Aviation LLC, a business that leases airplanes to a flight school. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service emphasizing retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.