Reece Morrison is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pfs Investments Inc and Primerica Financial Services. Morrison operates Morrison Wealth Advisory, a DBA for his LPL business. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Philip Crew is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Trustee Chairman of the Monsignor John T. Gulczynski Endowment Trust Fund. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a broad range of investment and financial products.

Randy Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 1996. He leads the Executive Planning segment and focuses on delivering financial strategies tailored to long-term wealth plans. Randy has expertise in equity awards, retirement planning, and helps clients navigate volatile markets as they approach retirement and beyond. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. Randy graduated from Texas Tech University with a bachelor's degree in business. He resides in Plano, TX, with his wife Hollie and their four sons. Outside of work, Randy volunteers by coaching his sons' sports teams, including baseball, soccer, and basketball.

Taren Messenger is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Their tenure at Wells Fargo includes roles since 2013 within Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, Messenger is involved in catering with Baker's Ribs and co-owns a cleaning services business, Messy Rehab, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.

Jon Vilmar serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Since beginning his career in 1982, he has specialized in personal retirement planning, portfolio management services, and retirement income strategies. Jon works directly with clients to develop customized financial plans that align with their unique goals, family dynamics, and risk tolerance. Jon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. His approach focuses on creating personalized portfolio strategies and retirement income plans through detailed analysis and collaboration with clients’ other professionals, including attorneys and accountants. Jon’s methodical planning emphasizes preserving wealth, growing capital, and securing lasting legacies. Outside of his professional role, Jon engages in activities such as adventure sports, chess, scuba diving, spending time with family, and traveling.

Jacob Wahl is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and various other employers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, 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 investment outlook models.

Zachary Munjas is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Equitable Advisors, LLC, and Mauceri Bynum Insurance. Outside of his advisory role, Munjas is the founder and owner of an eBay shop called Sports N Stuff. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and model manager options.

John Ross is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, UBS Financial Services, and Morgan Stanley. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Lewis Rogers is a financial advisor at Raymond James & Associates with 57 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gabriel Klawa is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked as an intern at Financial & Insurance Services of Texas while attending college. His background also includes a year in carpentry and several years as a full-time student. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using advanced portfolio construction tools and a variety of investment options, supporting both discretionary and non-discretionary management approaches.

Brooke Williams is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she held positions at Morgan Stanley and taught at Baylor University’s Hankamer School of Business. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

John Watson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and several other firms. He has also spent four years studying at the University of Mississippi. 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 applying an ESG eligibility framework in its recommendations.

Sheulki Shin is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Miguel Salazar Jr. is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

William Corbellini is a Private Wealth Advisor at Merrill Private Wealth Management. He joined Merrill in 1984 and is a founding member of the group. He helped architect the team's investment approach and specializes in the ultra-high-net worth segment, providing custom strategic plans and asset allocations tailored to each client's goals. Bill earned a bachelor's degree in finance from the University of Colorado and served as an officer in the US Air Force. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Outside of work, Bill enjoys skiing, surfing, biking, bungee jumping, and hiking. He and his wife, Jane, live in Dallas, TX with their three children. They are involved with several organizations including Big Thought, Ability Connections, Colorado University's Leeds School of Business, and the Parsons Scholar Program.

Jennifer Martinez is a financial advisor at Raymond James & Associates in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutional clients, and charitable organizations—and provides financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.

Jeff Johnson is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with Merrill since 2002 and has also been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm supports its investment management through various program strategies and maintains close integration with Bank of America affiliates and their capital-markets platform.

Reid Stein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior roles include positions at Texas Capital Bank, Meadowbrook Family Holdings, Tregan Energy Partners, Gefen Capital, and Southern Glazer's Wine and Spirits. Stein is a minority owner of a family investment vehicle and is also associated with Malabar Capital Management, an LLC used for family estate planning in which he holds ownership but has no active responsibilities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Jennifer Pello is a financial advisor with Charles Schwab in Irving, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, alternative investment due diligence, and integrated custody and brokerage services.

Barry Bourassa is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Wells Fargo Bank, Lowes, UPS, Success Group International, and SEO Executive Search. Outside of finance, he operates a life coaching business called Coaching From the Back Row. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles, and it acts as an ERISA fiduciary when providing investment advice.