Jessica Flores is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, Flores is an instructor at the Woodside Pony Club in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Desiree Ebhert is a financial advisor at Cetera with five years of industry experience and holds Series 65 and Series 63 licenses. Her prior roles include positions at T. Rowe Price Investment Services, Fis, and Avantax Investment Services. Outside of her advisory work, she has been involved with Amazon Flex since 2024. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to affiliated and third-party managers and servicing over 800,000 clients.

Bradley Sochowski is a financial advisor at UBS Financial Services in Los Angeles, CA, with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, he worked at UCLA from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Angela Harris is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America Corporation and Hightower Advisors. Angela is based in Dallas, TX. 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 financial advisors and branch offices.

Carl Ritchlin is a financial advisor with LPL Financial in Duncanville, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2009 and was a registered financial officer at Neighborhood Credit Union from 2005 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies.

Patrick Doyle is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Aspen Capital and positions associated with the University of Texas. 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.

Emily Krivacek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney from 2009 to 2017. She is also employed by JPMorgan Bank, where she can offer certain bank products and services including deposit and credit products. 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. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Bee Chee is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and institutions.

Michael Flanagan is a financial advisor at Morgan Stanley in Dallas, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Robert Hendren Jr. is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1986 and concurrently with Bank of America, N.A. since 2011. Merrill, together 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 plans, corporations, and charitable organizations.

Matthew Wolczko is a financial advisor at J.P. Morgan Securities with Series 63 and 65 credentials and four years of industry experience. His prior work includes roles at UMB Bank, PNC Bank, and BNY Mellon. 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.

Robert Buchanan, Sr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 43 years of industry experience. He worked at UBS Financial Services for 25 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. Outside of his advisory role, Buchanan is involved in several business ventures including ownership in a restaurant coupon financing company and a manufacturing firm producing craft cocktail ice. 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 non-discretionary advisory model. The firm combines institutional advisory with broker-dealer and investment management capabilities as a subsidiary of J.P. Morgan.

Jordan Dowling is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and Penney, Murray & Associates. Outside of his advisory role, he is involved with Geaux Sooners LLC, DBA Luminate, where he serves as a Client Service Specialist managing advisory business operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered in partnership with financial advisors. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Forrest Sipes 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, N.A. since 2026. Prior to joining J.P. Morgan, he worked at NOV Inc and has involvement with Stakeless LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ericka Areal Drinker is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She has been with J.P. Morgan and its affiliated entities since 2023. Her prior experience includes roles at Socorro Asset Management, Energy Impact Partners, and various positions outside the financial industry. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carter O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and other firms in both financial and consulting capacities. He is also associated with Brooke Emily Media, L.L.C., a consulting business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages substantial client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Evan Boff is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 14 years before joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

James Shelton is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1997 and previously worked at 360 Wealth Management, LLC from 2013 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julia Shank is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Highgate Capital Investments and JPMorgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.