Heather Hampshire is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies and serves individual, high-net-worth, pension, corporate, and charitable clients.

Alexander Nierling is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his financial advisory role, he is a passive owner of a car dealership, Vaquero Motors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jamie Buzzard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved as an owner or partner in several non-investment businesses, including an event services company and an auto parts firm, as well as in private investment ventures. 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. The firm offers non-discretionary advice delivered by Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Dustin Ripley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Dallas, TX, bringing 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Goldman Sachs & Co. from 2016 to 2018. He is also an officer (Lieutenant Colonel) in the United States Air Force Reserve, serving as a Liaison Officer focused on disaster response preparedness in Oklahoma. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jacob Ahrberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan entities since 2022. His prior experience includes a position at Kanakuk Ministries and Contango Oil and Gas, as well as a brief tenure in the Oklahoma State Senate. 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 manager due diligence. The firm’s approach includes an ESG eligibility framework and offers non-discretionary services through a specialized group of Wealth Advisors.

Thomas Grier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, PNC Managed Account Solutions, and Morgan Stanley. He is based in Dallas, TX. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers comprehensive financial planning and investment solutions through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.

Gregory Galbraith is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer and secretary for CG Family Investments LP. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supplemented by in-house research and third-party sub-advisers.

Antonio Fernandez is a Series 66 licensed financial advisor with J.P. Morgan Securities in Dallas, TX, where he has worked since 2023. He has two years of industry experience and previously held roles at JPMorgan Chase Bank, Charles Schwab Independent Branch, and Mobile Showroom Detailing LLC. Fernandez serves as Treasurer and a board member of Your Mission, a Texas-based religious and charitable nonprofit. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Anne Davidson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She previously worked at Wells Fargo Advisors LLC for seven years before joining Wells Fargo Clearing in 2016. Davidson serves as a director of the Bunny Love Foundation, a nonprofit organization. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and offers a wide range of brokerage and advisory solutions.

Joseph Bennett II is a CFP® professional with eight years of experience in financial services. He currently works at Edward Jones and previously held roles at The Vanguard Group, Northwestern Mutual, and Keller Williams. Bennett serves as president of Combat Wounded of Texas, a nonprofit organization. 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 over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Samuth Ean is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at EP Wealth Advisors and Ballou Plum Wealth Advisors, as well as an earlier tenure at LPL Financial. Outside of his advisory work, he serves as Chief Financial Officer at Hometown Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a broad network of over 22,800 advisors.

Cody Barfknecht is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He has worked at Baird since 2020 and previously was employed by DATCU Credit Union from 2016 to 2020. Outside of his advisory role, he is a color analyst broadcaster for high school football games in the Dallas-Fort Worth area. Baird’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and technology.

Jason Gordon is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2018 before joining J.P. Morgan in 2018. Outside of his advisory role, Gordon serves on the board of the Houston Jewish Community Foundation and is involved with the Holocaust Museum Houston’s finance committee. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mackenzie Somoza is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining UBS in 2019, Somoza worked at Goldman Sachs & Co. LLC and EY. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research-driven solutions.

Kyler Brown is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Chickasaw Nations Industries. Brown also worked in legal and academic settings, including Martin Merritt, PLLC and the University of Louisville. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenarios to assist clients, with a focus on advisory services rather than direct security recommendations.

Gregory Glosser is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of a global ministry and participates as a member of a homeowners association board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and customizes investment strategies using a combination of in-house and third-party managers.

Luc Du is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and 27 years of experience in the industry. He previously worked at Signator Investors, Inc. and has operated Du & Associates Insurance and Financial Services since 2000. In addition to his advisory work, he is involved in insurance sales through his agency. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a complex corporate structure and multiple third-party commercial arrangements.

Connie Sherrill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles with RBC Wealth Management and self-directed advisory activities. 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 investment strategies implemented through a combination of in-house and third-party managers.

Allen Treco is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Outside of his advisory role, he is involved in managing a family vacation home available for short-term rental in The Bahamas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.