Brendon Evers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Odlingard Capital Management LLC. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 20 years with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at Grapevine Church of Christ, where he plans and leads Sunday morning worship services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Roderick Wilson is a financial advisor with Merrill in Grand Prairie, TX, holding a Series 66 credential and two years of industry experience. He has been with Merrill since 2000 and also worked at Texas Christian University from 2021 to 2023. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Joslin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2001 and focuses on wealth transfer, concentrated stock strategies, and portfolio management. Mark is a qualified portfolio manager who provides traditional advice and guidance and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Mark's clients are typically retired or approaching retirement, seeking to enjoy the wealth they have created. His team coordinates with clients' CPAs, attorneys, and other financial professionals to deliver individualized advice based on risk tolerance, time horizon, liquidity needs, and investment goals. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Mark graduated with distinction from the United States Naval Academy with a bachelor's degree in systems engineering and earned his MBA in finance and strategic management from The Wharton School at the University of Pennsylvania. Prior to his career in wealth management, he served as an aviator in the United States Navy and worked in manufacturing and agricultural industries. Outside of work, Mark enjoys football, swimming, and spending time with his family.

Brandon Rios is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he held positions at several credit unions and health-related organizations. 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, supported by extensive advisor resources and technology.

Russell May is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to Stifel, he worked for Bank of America for ten years. He is also a trust committee member on two non-family trusts. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Allen Sabanovic is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. His career includes multiple roles within Morgan Stanley and its affiliate Morgan Stanley Smith Barney, as well as a three-year period at Americana Partners Securities, LLC and Americana Partners, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Brandon Vu 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, he worked at Crowe LLP and has experience outside finance, including operating Texas Elite Auto Detailing and White Tiger Taekwondo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Piers Hurley is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services since 2006. Outside of his advisory role, Hurley oversees the Hurley Family Foundation and serves as an executive director for Aid to Gospa's, a philanthropic foundation supporting orphans. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and asset allocation models to tailor financial plans. The firm provides institutional trading capabilities alongside wealth management services, including brokerage, advisory, custody, underwriting, and capital markets solutions.

David Nieto is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, with one year of industry experience. His prior roles include positions at Bank of America, N.A., Euro United LLC, and time spent at the University of Texas at Arlington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Julio Delgado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and Marvel Industrial Coatings, LLC. Delgado is based in Dallas, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

James Alders is a financial advisor at Raymond James Financial with 39 years of industry experience. He held a position at Comerica Securities for 28 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Alders is a founding partner of BrightHawk Wealth Management LLC and operates Alders Wealth Management LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Alesia Coffman is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Certified Divorce Financial Analyst (CDFA) designation and the Personal Investment Advisor (PIA) designation. She earned her Bachelor's Degree from Saint Leo University. Alesia specializes in helping individuals and families navigate the financial complexities of divorce and other challenging life transitions. She provides personalized strategies in wealth management, retirement planning, and risk mitigation, aiming to simplify complex financial concepts so clients can feel empowered and secure in their financial decisions. Committed to building strong relationships, Alesia follows Merrill's tradition of community involvement by volunteering with local organizations. Her approach emphasizes integrity, empathy, and expertise to support clients in achieving financial confidence.

John Dang is a financial advisor at Merrill with 9 years of industry experience and a Series 66 designation. He has been with Merrill since 2007, totaling 19 years at the firm. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Mckinney is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves as chairman of Heroes Celebrity Baseball, a charitable 501(c)(3) nonprofit, and is involved in businesses including owning Wind Voyager, LLC, a charter catamaran company, and investing in The Dunk Collection, an e-commerce company selling basketball-related items. He also serves on the board of the Mark Cuban Heroes Recreational Centers Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and product offerings.

Sean Capuano is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade and Charles Schwab Bank. Prior to his financial services career, he was employed by Pizza Hut for two years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by a broad multi-asset model portfolio approach and a centralized operational structure.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Alexander Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and circumstances. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Alexander holds a Bachelor's Degree from The University of Texas at Austin and carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes educating clients on financial planning to help alleviate confusion and fear around investments. Outside of his professional work, Alexander enjoys golfing, spending time with his family, and traveling. He is also involved in community service, reflecting the Merrill tradition of participating in the communities served.

Jeffrey Mcnaughton is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs using both proprietary and third-party advisory solutions.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.