Nina Threets is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. She is the founder of ManHERisms Inc, a nonprofit focused on educating and supporting women entrepreneurs through interviews, workshops, and networking. Threets also serves as Vice Chair of Abide Women's Health Services, a nonprofit aimed at improving birth outcomes in underserved communities, and she participates in several Dallas-based organizations that support women and children in need. 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 an ESG eligibility framework to guide its recommendations.

Thomas Eades is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers, leveraging its capital markets capabilities and affiliated asset management resources.

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Sell is a Series 66-registered financial advisor with Thrivent Investment Management, based in Dallas, TX. He has 23 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory work, he is the sole owner of Musterion Inc, a property management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority.

Kathryn Carroll is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. Her prior roles include positions at Deloitte, JPMorgan Chase, Formos Consulting, and Pattillo, Brown & Hill, L.L.P. She has also worked at Richland Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Aspen Reid is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS, Reid worked at Ming Entertainment and attended the University of Alabama. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and customized portfolio solutions.

David Wire is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2020. Outside of advising, he owns Wire Consulting Group, a marketing and consulting business based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Christopher Palamara is a CFA® charterholder and financial advisor with 12 years of industry experience, currently practicing at UBS Financial Services in Dallas, TX. His prior roles include positions at J.P. Morgan Securities LLC, Merrill, and TD Ameritrade, among others. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with comprehensive wealth management, supported by proprietary research and capital markets resources.

Tucker Wadkins is a Series 66-licensed financial advisor with UBS Financial Services in Dallas, TX, and has five years of industry experience. Prior to joining UBS, he worked at the PGA Tour for three years and held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, blending proprietary research and model-based asset allocation to tailor portfolios aligned with clients’ goals and risk tolerances. The firm offers a broad platform including institutional trading capabilities, wealth management, and affiliated banking services.

Stetson Saunders is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Di Nucci is a CFA® charterholder with 10 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. He has previously worked at Fidelity Investments and is the owner and partner of Princeton Legacy Partners, LLC, an investment vehicle pooling family capital for passive investments in private companies. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Mc Connell is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has worked with J.P. Morgan Securities since 2009 and J.P. Morgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. 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 applying an ESG eligibility framework when making recommendations.

Christian Cadena is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at major firms including Bank of America, Merrill, and TD Ameritrade. Cadena is based in Dallas, Texas. 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 when making recommendations.

Michael Hohenberger is a CFP® professional with over 31 years of experience in financial services. He is currently with Wells Fargo Advisors in Dallas, TX, having joined the firm in 2022 after nine years at JPMorgan Securities LLC. Outside of his advisory work, he manages a real estate business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing research and planning tools to provide tailored recommendations across a broad range of planning areas.

John Thompson Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and external investment managers.

Molly Edwards is a Certified Financial Planner (CFP®) with 12 years of experience at J.P. Morgan Securities in Dallas, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. 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, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Elise Bell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, she was employed at Eastern General Realty and attended the University of Florida. 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 when recommending investments.

James Haggin II is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Richmond National, Ticketmaster, and Dakota. 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 investment process.

Randolph Balch is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His career includes positions at Royal Alliance Associates and Signator Investors, along with longstanding ownership of Financial & Insurance Services of Texas, LLC, where he provides financial planning and insurance services. Outside of his advisory work, he operates a hay farming business and maintains rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.

Tyler Gulbas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and MDB Capital Group. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.