Daniel Delp is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Based in Dallas, TX, his career has spanned over three decades in the financial services sector. 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 governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Todd Tidwell is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has been with Merrill since 2004. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Susannah Killen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017, including roles at Southern Methodist University and Peregrine prior to that. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Buskirk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, MidFirst Bank, and New Life Ranch. 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 centralized due-diligence framework.

Deborah Mc Lain is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at UBS Financial Services Inc. for three years and spent over two decades at ATT Services Inc. Mc Lain is registered as a Series 66 advisor and is based in Austin, 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 through a team of Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Hans Heath is a financial advisor with Cambridge Investment Research Advisors based in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes prior roles at MML Investors Services, MassMutual Life Insurance Company, and E*Trade Securities. Outside of advisory work, Heath is a music instructor and performer, and he owns several consulting and financial services businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies that include proprietary models and access to third-party managers.

Christopher Sheets is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities, JPMorgan Chase Bank, Alliance Capital Management, and Sanford C. Bernstein. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Will Griffin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and Southside Bank and has experience with Texas Christian University and the PGA Tour Canada. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Deanne Cichon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Beacon Pointe Advisors, and Fidelity Investment/National Financial Services. Based in Dallas, TX, she has also held positions at Texas Tech University and other educational institutions. 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Aaron Valdez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at various J.P. Morgan entities since 2018 and held prior roles at Modis and The Vanguard Group. Valdez is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank deposit and credit products alongside advisory services. 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 and applying an ESG eligibility framework in its recommendations.

Megan L Smith is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with UBS since 2008. Based in Dallas, TX, her career includes nearly two decades at a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Grant Busch is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 licenses and bringing six years of industry experience. He previously worked at Goldman Sachs & Co. LLC for seven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. 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 and an ESG eligibility framework to support its recommendations.

Albert Gallatin is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. Prior to joining Stifel in 2022, he worked at Bank of America from 2009 to 2022. He serves as an advisory board member for the Baylor Scott and White Foundation, a network of hospitals. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutional clients, and municipal entities. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Sara Bravo is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 18 years of industry experience. She joined Raymond James in 2017 after working at Texas Health Emergency Room. 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, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Sands Chipman is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Chipman is also affiliated with Southern Methodist University. Outside of his advisory role, he is the owner of CG Partners LLC, a limited liability company used to hold private investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.

Diarra Williams is a CFP® with 20 years of experience in the financial services industry. She is currently with Cetera and has previously worked at firms including Avantax and Texas Capital Bank. Williams manages Golden Gift Wealth Management LLC, where she provides financial advice, planning, and education, as well as developing marketing strategies and partnerships. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, and charitable clients, offering a multi-manager platform that supports discretionary and non-discretionary portfolio management alongside a range of financial planning and consulting services.

Janet Hokaj is a financial advisor with Cetera in Dallas, TX, holding Series 63, 65, and 66 designations and having 23 years of industry experience. She previously worked at LPL Financial for 11 years before joining Cetera in 2025. Outside of her advisor role, she is president of Luxardo Inc, a business entity created for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform to a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers various portfolio management and consulting services through a network of over 10,000 advisors and manages over $256 billion in assets.

Benjamin Jong is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. Based in Dallas, TX, he serves clients through these affiliated institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clark Durham is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Jefferies & Company, Inc. for 11 years before joining Stifel Nicolaus & Co Inc in 2021. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that leverages capital market assumptions and probabilistic modeling to support asset allocation and financial planning.