Angel Markel is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at Merrill from 2019 to 2022, Charles Schwab & Co., Inc. from 2017 to 2018, and Capital One Investing from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Matthew Gibson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Goldman Sachs and UBS Financial Services. He attended Oklahoma State University and Bishop Kelley High School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a range of proprietary research, trading activities, and affiliated banking programs.

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining RBC in 2026, he spent a decade at Stifel Nicolaus & Co Inc and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management serves a wide range of clients, from individual investors to institutions, offering various advisory programs that provide discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Chad Forsberg is a financial advisor at Fidelity with the ChFC® designation and a Series 66 license. He has over a decade of industry experience, including 12 years at Truist Financial Corporation before joining Fidelity in 2026. Forsberg is based in Dallas, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ngan Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tran held roles at Bank of America, Hanmi Bank, and Hallmark Aviation. Outside of financial services, Tran owns an independent contracting business involved in online retail of consumable products. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gentian Fairman is a Series 66 licensed advisor with J.P. Morgan Securities in Dallas, TX, with two years of industry experience. Their prior work includes roles at JPMorgan Chase Bank and a consulting firm, Fairman Consulting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously with Edward Jones from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jennifer Curtis is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Her career includes multiple roles at Morgan Stanley and its affiliates, as well as positions at Equinox, Foundation Physical Therapy, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial products and strategies through a large network of advisors.

Tracy Green is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2021, Green worked for TIAA and TIAA-CREF from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial planning and portfolio management solutions.

Jessica Weber is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and began her career in the financial industry in 2024. Prior to joining J.P. Morgan Securities, she has experience with several firms, including JPMorgan Chase Bank and Renegade Swish LLC, and attended Texas Christian University. 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 affiliated brokerage, distribution, and investment management capabilities.

Jensen B. Moock is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has written a fictional novel and is in the process of signing a publishing contract. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including trading, underwriting, research distribution, and affiliated lending programs.

Thane Alex Swisher is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017, following a prior role at Midland Financial Co. He is involved in managing multiple planning practices under entities including Geaux Frogs and Geaux Eagles, as well as serving as an Associate Financial Advisor with Geaux Sooners, LLC DBA Luminate. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Johnson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his advisory role, he was involved with CrossFit 214 for ten years. 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 and investment management capabilities.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Michael Dao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 process.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanna Cook Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yeccaluri held roles at JPMorgan Chase Bank, N.A., Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation, and attended Vanderbilt University and Santa Clara University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Greene is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering a non-discretionary program that relies on a centralized due-diligence framework.