Ryan Williams Jr. is a financial advisor with Edward Jones in Dallas, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior work includes roles at Enterprise Rent-A-Car and FedEx, among others. 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 products, operating under a fiduciary standard with a large nationwide network of advisors and offices.

Lori Walker is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Comerica Bank. In addition to her advisory role, she maintains an online blog called Touch of Organized, which is not related to investment and is managed outside of securities trading hours. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by both internal research and external partnerships.

Ronald Newlin is a financial advisor with LPL Financial in Lancaster, Texas, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2017 and has been with LPL Financial and Neighborhood Credit Union since 2017. 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 financial planning and asset management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Brendan Light is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Merrill. Outside of advising, he is involved as a partner or owner in multiple investment-related entities focusing on real estate and finance. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm’s approach includes structured planning tools and utilizes market modeling techniques, managing approximately $2.74 trillion in client assets.

Benjamin Buehler is a financial advisor at UBS Financial Services with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, Ascensus, and Modern Capital Advisors. Outside of his advisory work, he also works part-time as a food deliverer for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Teresa Pena Moreno is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with both Merrill and Bank of America since 2016. Outside of her advisory work, she is a co-owner of a family-run rental property business and is involved in a trucking business that is currently inactive. 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 strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Nieswiadomy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Transamerica Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent and manages his own financial planning business. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Zachary Lambert is the Regional Director of Executive Services at Fidelity Investments. In this role, he focuses on empowering financial professionals to maximize their potential and deliver exceptional client experiences. His responsibilities include benefits optimization, equity compensation, and holistic wealth planning. Lambert has held various leadership positions at Fidelity Investments since 2018, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, and Portfolio Advisory Services Team Leader. His progressive experience at Fidelity reflects his expertise in managing teams and supporting clients in complex financial planning. Further educational background and personal interests are not provided.

Cole Patterson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Platinum Wealth Solutions. Patterson also has experience working at Texas A&M University in various capacities. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adriane Domanski is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Delaware Investments from 2016 to 2018 before joining LPL Financial in 2018. Based in Dallas, TX, she has been with her current firm for eight years. 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, including financial planning and model portfolio programs, supported by extensive research and technology tools.

Kristy Winkles is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 17 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery and firm-approved tools to model outcomes, with a broad range of retail and institutional offerings.

Thomas Stacy is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Naomi Rhodes is a CFP® professional with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with prior roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sherah Yoder is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1996, also working with Bank of America since 2022. Outside of her advisory role, she serves on the advisory board of the nonprofit Breast Cancer Can Stick It and is a board member and fundraising committee lead for the Plano Metropolitan Ballet. 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 plans, corporations, and charitable organizations.

Hayden Galatas is a financial advisor at J.P. Morgan Securities in Dallas, TX, with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Clearing. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Vincent Brown is a financial advisor with Primerica Advisors based in Dallas, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes long-term roles at Pfs Investments Inc and Primerica Financial Services starting in 2002, with brief employment gaps and a period at Judson I.S.D. from 2019 to 2021. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, relying mainly on model-delivery strategies created by third-party asset managers. The firm supports its approximately 3,977 advisors with custody and execution services, offering a range of portfolio models including those with exposure to cryptocurrency ETFs.

Michael Armour is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been associated with J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Tight Lines and Sunshine LLC since 2018. Outside of his advisory role, he is involved as a general partner in rental property activities through Stand By Me LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary written asset allocation advice and investment manager searches supported by a centralized due diligence team and a forward-looking capital market framework.

Michael Bryant is a Series 66-licensed advisor with Edward Jones, based in Mesquite, TX. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.