Leonard Gargagliano is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades at Northwestern Mutual in various roles before joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2026. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved software and provides event-driven planning services such as divorce and estate settlement planning.

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.

Macario El Zacuhra is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 credential and has prior work experience at T-Mobile, Chipotle, La Casa del Tapicero, and Instituto Juan XXIII. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Joseph James III is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior roles include positions at Greater Texas Federal Credit Union, MML Investors Services, MassMutual Life Insurance Company, Financial Planning Services, and USAA Financial Advisors. He serves as Vice President Investment Services Program Manager at Greater Texas | Aggieland Credit Union. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by model portfolios and research.

Ronald Newlin is a financial advisor with LPL Financial based in Lancaster, TX, holding the Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at Edward Jones from 2014 to 2017 and Neighborhood Credit Union since 2017. He also serves as a relationship manager and trust officer at Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

Roby Mize Jr. is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation and over 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at scale with more than 14,000 advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

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 at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Outside of his advisory role, he is involved as a partner and proprietor in several investment-related real estate and finance ventures based in Southlake, Texas. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment committee analyses.

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 associated with Bank of America and Merrill since 2016. Outside of her advisory role, she co-owns a family-operated rental property business and has involvement in a trucking business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Glenn Wake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Wake Financial Group Inc. since 1983 and was affiliated with Sagepoint Financial, Inc. for 17 years. Outside of his advisory role, he serves as president of a homeowners association, managing community meetings and vendor selections. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of advisers and multiple advisory platforms. The firm integrates brokerage, advisory, and financial planning services, utilizing proprietary tools and third-party solutions to construct customized portfolios across a range of asset classes.

David Nieswiadomy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at Transamerica Financial Advisors, Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with access to unaffiliated strategists, and offers both discretionary and non-discretionary portfolio management through a network of independent financial professionals.

Monika Bennett is a Series 66 licensed financial advisor with Merrill in Dallas, TX, bringing 26 years of industry experience. She has worked at Merrill Lynch since 1999. Outside of her advisory role, she serves on the board of the Keller Cheer Booster Club and is involved in scholarship selection and club leadership activities. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Zachary Lambert is the Regional Director of Executive Services at Fidelity Investments. In this role, he focuses on empowering financial professionals to maximize their potential and deliver exceptional client experiences. His responsibilities include benefits optimization, equity compensation, and holistic wealth planning. Lambert has held various leadership positions at Fidelity Investments since 2018, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, and Portfolio Advisory Services Team Leader. His progressive experience at Fidelity reflects his expertise in managing teams and supporting clients in complex financial planning. Further educational background and personal interests are not provided.

Cole Patterson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Platinum Wealth Solutions. Patterson also has experience working at Texas A&M University in various capacities. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dylan Walker is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial strategies to individuals, families, and business owners. He works closely with clients to navigate significant life milestones, including retirement planning, business growth, and legacy building, aligning financial plans with each client's unique goals. With expertise in areas such as college education planning, equity compensation, managing new wealth, personal retirement planning, and tax minimization, Dylan leverages the extensive resources of Merrill and Bank of America to support clients in making informed decisions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting his professional qualifications. Dylan earned his Bachelor's Degree from Oklahoma State University System. He is also involved in the community through participation with Ascent Mentors. Outside of work, he enjoys adventure sports, boating, cooking, fishing, golfing, pickleball, scuba diving, spending time with his family, and tennis.

Adriane Domanski is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Delaware Investments from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Johnson is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation. He has no prior industry experience and has held various roles outside the financial sector, including positions at the University of Alabama, Bay Mortgage, Walmart, and St. Pauls Episcopal School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and supports both advisory and brokerage/insurance channels to implement client recommendations.