Aubrey Blasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, Blasko worked for Wells Fargo Clearing for one year. Outside of advisory work, Blasko serves on the board of directors for the Mountain Hollow Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Janel Fahey is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 credential. She has been with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, with a variety of portfolio management styles and municipal advisory capabilities.

Jocelyn Pham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 license with one year of industry experience. Prior to entering finance, she worked for several years in the restaurant industry, including roles at Onesan Dimsum & Sushi and The Crab Station & Oyster Bar. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Kristina Huston is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory work, she owns OZ Wellness LLC, a spa that provides suggestions for a healthy lifestyle. 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 network of financial advisors and branch offices across the country.

Xavier Silva is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, he studied at Brown University from 2021 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Robert Moore III is a Series 66 licensed advisor with Morgan Stanley in Dallas, TX, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and sophisticated modeling techniques.

Lance Stanchel Skyler is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Bank of America, Fidelity Investments, and Merrill during his financial services career. Outside of advising, he is involved in a business buying and selling used cars and works as an armed security guard. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rivers Graham is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and he graduated from Texas Christian University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Zachary Martin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to joining UBS, he held positions at Campbell Soup Company, the United States Census Bureau, and State College Area School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kenley George is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Dallas, TX. His prior experience includes roles at Hd Vest, First Command Financial Services, and Grove Point Advisors, among others. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Jack Rhodes is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions related to outdoor education and university programs. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG framework applied to investment recommendations.

Jennifer Lan is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS in two separate periods, as well as at Troutman Pepper Locke, Haynes and Boone, LLP, and Lan Smith Sosolik, PLLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor client strategies.

Ryan Griffin is a financial advisor with LPL Financial based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at Securities America Advisors and UBS Financial Services. Griffin is also a commissioned 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, employing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.

Robert Massey is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and at JPMorgan Chase Bank, N.A. since 2016. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Cullen Thomason is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman, Sachs & Co. starting in 1996. He serves on the investment committee and board of directors for The Gladney Fund, a nonprofit focused on adoption, and holds board and treasurer roles supporting the Highland Park Boys Lacrosse club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies.

Umer Awan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and various divisions of JPMorgan Chase since 2016. Outside of his advisory role, he works as a delivery driver and rideshare driver on a part-time basis. 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 reporting. The firm operates on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Brian Bogard is a financial advisor with Edward Jones in Dallas, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Merillyn Caracciolo is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2022, following prior roles at Morgan Stanley and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Bin Nguyen is a CFP® professional with 23 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. His prior experience includes roles at Merrill and Ameriprise, and he has worked with JPMorgan Chase Bank since 2010. Outside of advisory work, he is a general partner in LAT Ranch Holdings LLC, managing wildlife habitats on a country ranch in Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.