Christian Flory Jr. is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise and its affiliate since 2017. Outside of his advisory role, he owns CEF Strategic Consulting LLC, a consulting business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, delivering tailored financial planning and consulting services through a broad range of portfolio management styles and affiliated research.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Ethan Zornes is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience working in various roles outside the financial industry, including education and retail. 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.

Sergio Saldivar is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He has been with Morgan Stanley and its Private Bank since 2019. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and market simulations.

Derek Histen is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab for five 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, model portfolios, third-party asset management, and institutional platforms.

Jerry Barton is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses. He has been with UBS since 2026 and has a background that includes roles in education and small business ventures prior to joining the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Shirley Conditt is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research to build model asset allocations aligned with an ESG eligibility framework.

Allen Dogger is a CFP®-certified financial advisor with UBS Financial Services in Dallas, TX, bringing 52 years of industry experience. He has been with UBS since 1974. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm’s services include fee-based financial planning, portfolio management, and capital markets activities, supported by institutional trading capabilities alongside wealth management.

Makayla Machacek is a CFP®-certified financial advisor with two years of industry experience, currently with Edelman Financial Engines in Dallas, TX. Her prior roles include positions at Evergreen Wealth Advisors and Charles Schwab. Outside of her advisory work, she is the sole proprietor of a real estate business, Dawn Investments LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Marcus Freel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Ameriprise and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence, combining quantitative and qualitative research, and incorporates an ESG eligibility framework in their recommendations.

Joe Di Caro is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1987. He has also worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jerome Villella is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has worked at J.P. Morgan Securities since 2005 and JPMORGAN Chase Bank, N.A. since 2016. Villella serves on the investment committee of the Jesuit Foundation, providing guidance on the foundation’s investment allocation. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks.

Paul Dorsey is a financial advisor at Merrill based in Fort Worth, TX, with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2009, including overlapping roles at both firms. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Macario El Zacuhra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and T-Mobile, as well as experience with Instituto Juan XXIII. 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 investors, and charitable organizations.

Ryan Williams Jr. is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 65 credentials with four years of industry experience. His background includes roles outside of finance such as positions at Enterprise Rent-A-Car and FedEx prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and offices.

Joseph James III is a CFP® professional with 29 years of experience in financial advisory. He currently works with LPL Financial in Arlington, TX and has held roles at Greater Texas Federal Credit Union, MML Investors Services, and MassMutual Life Insurance Company. He also serves as Vice President and Investment Services Program Manager at Greater Texas | Aggieland Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

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.