Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Serena Khoury is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS and Morgan Stanley, with her most recent tenure beginning at UBS Financial Services in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary capital market assumptions and research to tailor investment plans and portfolio management.

Taylor Mahlandt is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, Mahlandt worked at J.P. Morgan Securities LLC and Morgan Stanley, and served three years in the U.S. Army. In addition to advisory work, Mahlandt has ongoing military service with the Texas National Guard. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Jason Taylor is a financial advisor with J.P. Morgan Securities in Grapevine, TX, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is a partial owner and strategic partner of Taydra LLC, a clothing and apparel design business. 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 combination of advisory and brokerage capabilities.

Allen Abney is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with UBS since 2015. Outside of his advisory work, Abney is a director of a family partnership involved in real estate and oil and gas investments and manages an LLC that holds marketable securities and a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

Pierce Ashworth is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes positions at Trinity Hunt Partners and educational roles at Southern Methodist University and Chapman University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investments.

Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Zachary Wold is a financial advisor at Thrivent Investment Management based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is a business partner in a real estate venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing various financial topics, with options to combine planning and managed-account services under a consolidated billing system.

Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball Club. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.

Charles Burch Jr is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with Avantax Advisory Services and The Burch Financial Group LLC, among other roles. Outside of advising, he serves on the boards of the Black Roller Skating Federation and its charitable arm, BRSF S.K.A.T.E., and manages the Chuck Burch Scholarship Fund, which raises money for college-bound children. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Craig Galatas is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Bank in 2019, he worked at UBS Financial Services for 11 years. As an employee of both JPMorgan Securities and JPMorgan Bank, he is able to offer a range of bank products and services alongside his advisory work. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary investment recommendations supported by centralized due diligence and a manager solutions team.

Deborah Griffith is a financial advisor at Stifel in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2012 to 2025 before joining Stifel. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodologies developed by its Investment Strategy Group.

Albert Gough is a Private Wealth Advisor and the founder of The Gough Group, a wealth management team within Merrill Private Wealth Management. Based in Dallas, he serves a select group of successful business owners, foundations, and family offices throughout the United States. His role involves acting as both a wealth planner and portfolio strategist, providing clients with integrated wealth management planning and access to banking services through Bank of America. Albert's expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Prior to joining Merrill in 2008, he was a Private Wealth Advisor with Neuberger Berman. Before that, he held executive leadership roles in the pharmaceutical industry in operations, finance, sales, and marketing. He holds a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from the University of Dallas. Albert has earned the Certified Private Wealth Advisor® designation. He is involved with the Ursuline Academy of Dallas Foundation in the community. In his personal time, Albert enjoys biking, fishing, reading, soccer, spending time with his family, and traveling.

Jennifer Crosby is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and the University of Texas. 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 investment recommendations.

Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.

Brianna Hunter is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mutual of Omaha and Ameriprise. Outside of her advisory role, she is involved with Geaux Sooners, LLC DBA Luminate, managing an advisory business. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Cary Dover is a financial advisor with Edward Jones in Grand Prairie, Texas, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Dover is an ordained minister who occasionally officiates weddings and funerals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Samuel Harrell is a financial advisor with Morgan Stanley in Dallas, TX, holding the Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a committee member for the National Kidney Foundation, participating in quarterly calls focused on public education and training related to kidney disease. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm offers tailored planning programs supported by structured discovery processes and uses various modeling tools to assist clients in planning outcomes.