Samuel Sheppard is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Bank of America N.A. and Equitable Advisors, LLC. He has also worked in camp and retreat services and at Texas A&M University. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Austin Klinger is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and five years of industry experience. His prior roles include positions at Capital One, Milliman Advisors LLC, General Motors Financial, and Milliman Inc. 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 combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

John Shirey is a CFP® professional with 30 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2021 and previously worked at Bank of America, N.A. for 11 years. Based in Dallas, TX, his credentials also include Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking analysis and asset allocation guidance.

Georgina Flores is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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.

Kathleen Mcinerney is a CFP®-certified financial advisor with LPL Financial in Dallas, TX, bringing 36 years of industry experience. She has worked with Energy Advisors and LPL Financial since 1996. Mcinerney serves as a director of a family business, Energy Advisers, but is not actively involved or compensated in that role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Hanna is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following an 11-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation solutions, emphasizing client discretion in implementation.

Debra Fournerat is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. She has 23 years of industry experience and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. In addition to her advisory role, she manages her own tax and accounting firm, Debra J Fournerat, PC, where she serves as president. She also supervises tax preparation at Five Star Advisor Partners, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

David Jernigan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 42 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Nancy Sawicki is a CFP® with 33 years of industry experience and has been with UBS Financial Services in Dallas, TX since 1999. She holds Series 63 and Series 65 licenses. She serves as executor of the estate of her late father, managing the closing of the estate’s brokerage assets. UBS Financial Services Inc. provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets products through a comprehensive platform that integrates proprietary research and institutional trading capabilities.

Mark Duckworth is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

John Mc Donald is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 1993. Outside of his advisory work, he is involved in writing and plans to publish a children’s book. Ameriprise is a large institutional firm offering retirement-income planning services to individuals typically with at least $1 million in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Jackson Toney is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and four years of industry experience. He has been with J.P. Morgan entities since 2018, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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 its recommendations.

Anupa Philip is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Merrill, JPMorgan Chase Bank, Fidelity, Capital One, and Wells Fargo. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and investment solutions supported by both in-house and third-party providers.

R Teal is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, R Teal has focused on serving the ultra-high-net-worth client segment, specializing in concentrated stock strategies and providing access to family office services. Their expertise encompasses the evaluation of equity, fixed-income, and alternative investment strategies. As a certified Portfolio Manager within Merrill’s Investment Advisory Program, R Teal manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions, often on a discretionary basis. Prior to joining Merrill Lynch, R Teal worked at The Boston Group, an investment banking firm in Los Angeles, California. R Teal holds a Bachelor's degree in Business Management from Texas Tech University and maintains Professional Investment Advisor (PIA) designation credentials. Outside of work, R Teal is a member of Dallas National and Lakewood Country Clubs and enjoys golfing, music, and spending time with family.

Robert Boronow is a financial advisor at Stifel with 43 years of industry experience, including 25 years at Stifel, Nicolaus & Co., Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a committee member for the Texas Neurofibromatosis Foundation’s signature event, Dining Out in Dallas - Battle of the Chefs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Noah Terrill is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, he was involved with The Terrill Group LLC and has worked in several other roles including positions at Jim Peterson Construction Inc and Surf N Wear's Beach House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Alan Yonack is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mr. Yonack serves on the board of Vogel Alcove, a nonprofit charity supporting homeless children in the Dallas area. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Judd Cryer is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Commerce Street Capital and NXG Investment Management, among others. J.P. Morgan Securities 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 its recommendations.

Scarlet Landry is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies tailored to clients' individual financial goals. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scarlet holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Plainview High School. Committed to community engagement, Scarlet regularly volunteers with local organizations, reflecting the Merrill tradition of community participation.

Jared Singh is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery processes and firm-approved planning tools in its financial planning approach.