Marc Haggar is a Series 66-licensed financial advisor with 25 years of industry experience, currently serving clients at UBS Financial Services in Dallas, Texas since 2011. He is involved with the Cystic Fibrosis Foundation of North Texas as an advisory group member, contributing to fundraising and awareness efforts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Ronnie Davis Jr. is a ChFC® credentialed advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at JPMorgan Chase Bank, Hilltop Securities, and Bank of Texas, among other firms. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Mogk is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Dallas, TX, he holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Bennett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. Her prior work includes over a decade at Morgan Stanley and its private banking affiliates. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Alanna Mason is a financial advisor at Charles Schwab with 2 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at Charles Schwab Bank, Scooters Coffee, Mindlance, and Starbucks. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within a large integrated operational structure.

Noemi Bravo Rebollar is a financial advisor with LPL Financial based in Dallas, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL in 2023, she worked at Neighborhood Credit Union and Altra Federal Credit Union. She is also commissioned as a notary in Texas. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 investment adviser representatives.

Michael Lohr is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In his position, he partners with advisors to update financial plans, provide recommendations aligned with clients' goals, and assist with account updates. Prior to his current role, Michael worked as an Investment Consultant at Fidelity Investments in 2024. Outside of his professional work, Michael has interests in cooking and baking, fitness, golf, hiking, music, and spending time with pets.

Emily Polito is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in wealth planning and retirement planning, with a focus on creating comprehensive, written financial plans that address the full financial picture of her clients. Emily helps clients prioritize and pursue their most important financial goals through personalized wealth management strategies. Emily joined Merrill in 2012 in the Wilmington, Delaware office. In 2017, she relocated to Dallas with her family. Her areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, and supporting women and wealth. She holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Emily earned her Bachelor's Degree from Trinity College. Outside of her professional work, she enjoys camping, cooking, hiking, reading, and spending time with her family.

Kirsten Wiley is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of her advisory role, she is the sole owner and employee of a dog treat business called Tucker's Treats and also engages in clothing sales through Poshmark. The DDK Group at Robert W. Baird & Co., where she is based, serves individual, corporate, pension, and charitable clients, offering financial planning, portfolio management, and custody services. The firm employs a range of SMA strategies, tax management, and unified fee arrangements, managing approximately $394 billion in assets as of December 2025.

Luke Lasseter is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Equitable Advisors, LLC and Keystone Bank. Outside of his advisory role, he creates content on TikTok, generating revenue through video engagement. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers its services through direct and employer-based financial planning agreements.

Coy Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client focus areas, including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as legacy planning and personal retirement planning. Coy works closely with clients to develop personalized financial strategies tailored to their long-term goals, incorporating investment insights from Merrill and banking and lending solutions from Bank of America. Coy holds a Bachelor's Degree in Finance from the University of Alabama. He maintains professional designations such as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, Coy is actively involved in volunteering within his community and enjoys adventure sports, cooking, football, golfing, music, reading, swimming, watching movies, and spending time with his family.

Andrea Perryman is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Buchman is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Baird in 2021, he worked briefly at TD Ameritrade and has held positions outside the financial sector, including roles at Gold's Gym and Laity Lodge Youth Camp. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including high net worth individuals, corporations, pensions, and charitable organizations. The firm offers a range of wealth management services utilizing a mix of manager-traded and model-traded strategies, overlay management, and tax-management tools, supported by internal research and artificial intelligence.

Melyse Mpiranya is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Husch Blackwell, LLP, Kirkland and Ellis, LLP, Lavelle Law, Ltd., and Loyola University Chicago School of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jose Reygadas is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial guidance to high net worth individuals, families, small businesses, trusts, and foundations. His areas of expertise include corporate executive services, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Originally an electrical engineer with a bachelor's degree from the University of Texas at El Paso, Jose transitioned to financial advising in 2011 to better align his personal values and goals with his professional work. He joined Bank of America in 2015 and moved to a wealth management role with Merrill in 2016. Jose holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Outside of work, Jose serves as chairman of Ducks Unlimited in Allen, TX. He enjoys adventure sports, baseball, boxing, cooking, fishing, football, hiking, hunting, skiing, and spending time with his family, with whom he shares busy weekends filled with various sports activities.

Benjamin Meyer is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Stifel and Ameriprise Financial Services, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.

Andrew Gough is a financial advisor based in Dallas, TX, affiliated with Merrill. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Since 2012, he has worked at both Merrill and Bank of America, N.A. 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.

Stuart Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), indicating his specialization in personal investment strategies. Stuart earned his Bachelor's Degree from The University of Texas. His educational background, combined with his experience at Merrill Lynch, supports his ability to serve clients in managing their wealth and investment portfolios.

Michael Hearne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over two decades at Carson Private Capital, Inc. and Carson Management Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Aaron Armstrong is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Bank of America Merrill Lynch, Fortress Investment Group, Northwestern Mutual Life Insurance, and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market analysis.