Karina Lagunas is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2017. She has seven years of industry experience, including two years at Wells Fargo Advisors prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by research tools and a structured planning process.

James Allen is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 66 licenses and with 16 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He is the owner of Lonestar Financial Network LLC, a former financial services entity for which he currently holds the name without active duties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Makayla Machacek is a CFP®-certified financial advisor with two years of industry experience, currently with Edelman Financial Engines in Dallas, TX. Her prior roles include positions at Evergreen Wealth Advisors and Charles Schwab. Outside of her advisory work, she is the sole proprietor of a real estate business, Dawn Investments LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Myron Schwitzer is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 63 designation with 58 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including prior service at Citigroup Global Markets from 1989 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach is based on structured discovery conversations and approved planning tools, with a focus on advisory services rather than individual security recommendations.

Marcus Freel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Ameriprise and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework in their recommendations.

Joe Di Caro is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1987. He has also worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jerome Villella is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has worked at J.P. Morgan Securities since 2005 and JPMORGAN Chase Bank, N.A. since 2016. Villella serves on the investment committee of the Jesuit Foundation, providing guidance on the foundation’s investment allocation. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks.

Madison Gentsch is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and also serves in the US Navy Reserve since 1988. Outside of his advisory work, Gentsch is involved in selling fixed insurance products such as annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform that includes use of affiliated and third-party models, discretionary and non-discretionary accounts, and a range of program structures.

Audra Benge is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Raymond James & Associates, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Leonard Gargagliano is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Mass Mutual Investors Services in Dallas, TX. His prior experience includes over three decades with Northwestern Mutual in various capacities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to deliver customized recommendations.

Matthew Woolley is a financial advisor with Robert Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wachovia Securities since 2002. Outside of his advisory role, he assists with For ALL That Matter, LLC, an online movement focused on personal storytelling and related merchandise. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, and institutional clients with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Ryan Williams Jr. is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 65 credentials with four years of industry experience. His background includes roles outside of finance such as positions at Enterprise Rent-A-Car and FedEx prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and offices.

Jordy Sucilea Jr. is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses. He has been with Equitable Advisors since 2026 and previously worked at Logies on the Corner and spent four years at the University of Oklahoma. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Lori Walker is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Comerica Bank. In addition to her advisory role, she maintains an online blog called Touch of Organized, which is not related to investment and is managed outside of securities trading hours. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by both internal research and external partnerships.

Ronald Newlin is a financial advisor with LPL Financial in Lancaster, Texas, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2017 and has been with LPL Financial and Neighborhood Credit Union since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Roby Mize Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. His prior positions include roles at Credit Suisse Securities (USA) LLC and Pershing LLC. He is based in Dallas, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and advocating for optimal outcomes and high-quality service. Chris has been with Fidelity Investments since 2000, beginning his career as a Client Service Specialist. He then served as a Relationship Manager from 2007 to 2016 before assuming his current position in 2016. This progression reflects his extensive experience in client service and relationship management within wealth management.

Brendan Light is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Merrill. Outside of advising, he is involved as a partner or owner in multiple investment-related entities focusing on real estate and finance. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm’s approach includes structured planning tools and utilizes market modeling techniques, managing approximately $2.74 trillion in client assets.

Benjamin Buehler is a financial advisor at UBS Financial Services with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, Ascensus, and Modern Capital Advisors. Outside of his advisory work, he also works part-time as a food deliverer for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Teresa Pena Moreno is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with both Merrill and Bank of America since 2016. Outside of her advisory work, she is a co-owner of a family-run rental property business and is involved in a trucking business that is currently inactive. 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 strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.