Mark Duckworth is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

John Mc Donald is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 1993. Outside of his advisory work, he is involved in writing and plans to publish a children’s book. Ameriprise is a large institutional firm offering retirement-income planning services to individuals typically with at least $1 million in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Jackson Toney is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and five years of industry experience. His career has been wholly with J.P. Morgan affiliates since 2018, including roles at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC. He also attended the University of Oklahoma from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Anupa Philip is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, JPMorgan Chase Bank, Fidelity, Capital One, and Wells Fargo. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies and advisory programs that utilize both in-house and third-party managers.

R Teal is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, R Teal has focused on serving the ultra-high-net-worth client segment, specializing in concentrated stock strategies and providing access to family office services. Their expertise encompasses the evaluation of equity, fixed-income, and alternative investment strategies. As a certified Portfolio Manager within Merrill’s Investment Advisory Program, R Teal manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions, often on a discretionary basis. Prior to joining Merrill Lynch, R Teal worked at The Boston Group, an investment banking firm in Los Angeles, California. R Teal holds a Bachelor's degree in Business Management from Texas Tech University and maintains Professional Investment Advisor (PIA) designation credentials. Outside of work, R Teal is a member of Dallas National and Lakewood Country Clubs and enjoys golfing, music, and spending time with family.

Robert Boronow is a financial advisor at Stifel with 43 years of industry experience, including 25 years at Stifel, Nicolaus & Co., Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a committee member for the Texas Neurofibromatosis Foundation’s signature event, Dining Out in Dallas - Battle of the Chefs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Noah Terrill is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, he was involved with The Terrill Group LLC and has worked in several other roles including positions at Jim Peterson Construction Inc and Surf N Wear's Beach House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Alan Yonack is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mr. Yonack serves on the board of Vogel Alcove, a nonprofit charity supporting homeless children in the Dallas area. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Judd Cryer is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at Morris and Company LLP, Ageron Energy LLC, and Commerce Street Capital. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria, supported by a centralized manager solutions team.

Scarlet Landry is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies tailored to clients' individual financial goals. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scarlet holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Plainview High School. Committed to community engagement, Scarlet regularly volunteers with local organizations, reflecting the Merrill tradition of community participation.

Jared Singh is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Peter Rios is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, Jpmorgan Chase Bank, and J.P. Morgan Securities. Outside of finance, he has worked as a food delivery contractor for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Angella Johnson is a financial advisor with Wells Fargo Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Wells Fargo Clearing since 2013, with a brief gap between 2014 and 2016. Outside of her advisory role, she is involved in managing a rental property in New Orleans. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers specialized planning solutions alongside investment recommendations supported by Wells Fargo research and tools.

Richard Mills serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and has been active in financial services since 1984, bringing decades of experience to his role. His work centers on developing personalized wealth management strategies tailored to his clients' educational, retirement, and estate planning objectives. He holds a bachelor's degree from Southeastern Louisiana University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. These credentials support his commitment to addressing the complexities of wealth management and helping clients plan for secure financial futures. Richard relocated to Dallas, Texas, after Hurricane Katrina in 2005. He is a father of two and maintains interests outside his professional life, including martial arts, where he holds a black belt in Shotokan karate, as well as hunting, fishing, and sailing.

John Crocker is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is involved with CPB Capital Group LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Chapman is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 66 and Series 65 credentials and 14 years of industry experience. Before joining Raymond James in 2026, he worked at SunTrust Bank and its affiliated investment services firms for seven years, as well as at J.P. Morgan Securities and AllianceBernstein. 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, and municipal entities, offering financial planning and consulting services through a range of investment strategies and affiliated research.

Tracy Shelton is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2009 to 2022 before joining Stifel in 2022. Shelton is based in Dallas, TX. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology and offers episodic fee-based financial planning, with clients maintaining discretion over implementation of recommendations.

Andy Tembon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Goldman Sachs and has a background that includes roles at Southern Methodist University and Payscale. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations with an emphasis on eligible strategies and ESG considerations.

Joshua Leonard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at UBS Financial Services for 23 years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Coleman is a financial advisor with Ameriprise in Keller, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages an advisory business under KDC1989 LLC. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.