Jesse Davison is a Series 66-credentialed financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent four years at CFD International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Selena Williams is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2017, with prior positions at Oklahoma State Bank and Wells Fargo Private Bank. 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, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Samuel Hodges is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Hodges’s background also includes a role at Baylor University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kimberly Turner is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2019. She has nine years of industry experience, with prior roles at Tiffany & Co., Prime Capital Investment Advisors, and Cambridge Investment Research. Outside of finance, she has seasonal experience working in customer service and merchandising at Neiman Marcus during the holiday season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Caroline Horan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Charles Schwab & Co, and Tarrant Management, LLC. Outside of finance, she has experience working in the restaurant industry and small business operations. 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 an ESG eligibility framework to inform its recommendations.

Kelly Bolton is a Senior Financial Advisor and the founder of Bolton and Associates Wealth Management with Merrill. She holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Kelly is a Managing Director with extensive expertise in investment and asset management, working to help families, businesses, and foundations achieve financial well-being while preserving and growing their wealth. Her practice is committed to providing attentive and consistent care to clients with simplicity and transparency. Kelly graduated from the University of Alabama System with a bachelor's degree. Throughout her career, she has received various recognitions, including the David Brady Award from Merrill in 2002. She has been named to Forbes' "Best-In-State Wealth Advisor" list from 2018 through 2026 and has been recognized on Forbes' "Top Women Wealth Advisors Best-in-State" list from 2022 through 2026. Additionally, Bolton and Associates has been awarded Forbes' "Best-in-State Wealth Management Team" list from 2023 through 2026. Kelly is also a recipient of SHOOK Research and Working Mother magazine's "Top Wealth Advisor Moms" list for several years. Outside of her professional responsibilities, Kelly is involved in her community through organizations such as the Community Foundation of Memphis, March of Dimes, Poplar Pike Arts Foundation, and Regional One Medical Center.

Andrew Frascone is a financial advisor with Merrill in Arlington, TX, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Bank of America and Arcis Golf. Merrill, along 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, and institutions.

Cole Cammack is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. His previous roles include positions at City National Bank, Lifeblue, Inc, and CrateBind, LLC. Outside of his advisory work, he is the sole proprietor of CGC Creative, a business focused on client communications and project management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients from individual investors to institutions and offers various advisory programs tailored to clients’ risk profiles. The firm employs a combination of in-house and third-party managers to implement diversified investment strategies with options for tax management and responsible investing.

Andrew Noone is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Teresa Drummond is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Merrill since 2016. Merrill, along 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, and institutional accounts.

Christopher Conway is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America Merrill Edge, and Thomson Reuters. Outside of finance, he has been involved with Richmond Landscaping & Associates and Rudy's Barbecue and Country Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary framework. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mark Agnew is a CFP® credentialed financial advisor with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Dallas, TX. His career includes roles at Ayco/Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, Personal Capital, and The AYCO Company, L.P./Mercer Allied. 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 approach.

Emily Lin is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at RBC Capital Markets for four years and has background experience outside finance with Foh Furniture LLC. Lin holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gary Owens is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Owens serves as an advisory board member for Dallas Contemporary, a nonprofit art museum in Dallas focused on exhibitions and educational programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.

Sterling Hartley is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMORGAN Chase Bank, N.A. since 2005. 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 large network of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations and delivers services on a non-discretionary basis where clients retain final decision-making authority.

Estela Rodriguez Rangel is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Fidelity and Nationwide Investment Services Inc. prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and formal advisory roles with registered investment companies and fund-of-funds.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and possessing two years of industry experience. His prior work includes roles with YMCA, PFS Investments Inc., Primerica Financial Services, the Texas Department of Transportation, New Beginnings International Church, and a 20-year career in the United States Navy. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who implement model-driven investment strategies across various approaches, including recently added cryptocurrency ETF allocations.

Nicholas Sehr is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Capital One Investing, LLC. He is based in Dallas, TX. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grace Whitty is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation. She has one year of industry experience, including previous roles at Stifel and Qualcomm. Outside of finance, she has been involved with Cal Poly Athletics and operated a boat rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, providing a broad range of financial services.