Deborah Griffith is a financial advisor at Stifel in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2012 to 2025 before joining Stifel. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodologies developed by its Investment Strategy Group.

Albert Gough is a Private Wealth Advisor and the founder of The Gough Group, a wealth management team within Merrill Private Wealth Management based in Dallas. He serves a select group of successful business owners, executives, and single family offices across the United States. Albert and his team provide services including investment management, integrated wealth management planning, trust and estate planning, pre-sale planning for business owners, customized credit and lending through Bank of America, philanthropic giving services, and next-generation education. Before joining Merrill in 2008, Albert was a Private Wealth Advisor with Neuberger Berman. Prior to that, he spent nineteen years in the pharmaceutical industry in corporate leadership roles encompassing operations, finance, sales, and marketing. He holds a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from the University of Dallas. Albert has earned the Certified Private Wealth Advisor® designation as well as the Personal Investment Advisor (PIA) designation. Albert is involved with the Ursuline Academy of Dallas Foundation and participates in community activities through Ursuline Academy of Dallas. His personal interests include biking, fishing, reading, soccer, traveling, and spending time with his family.

Jennifer Crosby is a financial advisor at J.P. Morgan Securities with six years of industry experience. She has previously worked at Goldman Sachs & Co. LLC and has held positions related to the University of Texas. Crosby holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Brianna Hunter is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mutual of Omaha and Ameriprise. Outside of her advisory role, she is involved with Geaux Sooners, LLC DBA Luminate, managing an advisory business. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Samuel Harrell is a financial advisor with Morgan Stanley in Dallas, TX, holding the Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a committee member for the National Kidney Foundation, participating in quarterly calls focused on public education and training related to kidney disease. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm offers tailored planning programs supported by structured discovery processes and uses various modeling tools to assist clients in planning outcomes.

Jessica Flores is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, Flores is an instructor at the Woodside Pony Club in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Bradley Sochowski is a financial advisor at UBS Financial Services in Los Angeles, CA, with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, he worked at UCLA from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Angela Harris is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America Corporation and Hightower Advisors. Angela is based in Dallas, TX. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Carl Ritchlin is a financial advisor with LPL Financial in Duncanville, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2009 and was a registered financial officer at Neighborhood Credit Union from 2005 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies.

Patrick Doyle is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, he gained experience at Amherst and Aspen Capital, among other roles. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Emily Krivacek 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 been with JPMorgan Securities and JPMorgan Chase Bank since 2017 and previously worked at Morgan Stanley Smith Barney and Merrill. 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, supported by a combination of quantitative and qualitative research.

Bee Chee is a financial advisor at Merrill with the Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2009 and previously spent two years at Banc Of America Investment Services, Inc. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Flanagan is a financial advisor at Morgan Stanley in Dallas, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Robert Hendren Jr. is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1986 and concurrently with Bank of America, N.A. since 2011. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Wolczko is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His work history includes roles at UMB Bank and PNC Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.

Robert Buchanan, Sr. is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at UBS Financial Services for 25 years before joining J.P. Morgan in 2025. Outside of advisory work, he is an owner and partner in several businesses including a restaurant coupon financing company and a manufacturer of craft cocktail ice. 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. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, serving clients through a non-discretionary program.

Jordan Dowling is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and Penney, Murray & Associates. Outside of his advisory role, he is involved with Geaux Sooners LLC, DBA Luminate, where he serves as a Client Service Specialist managing advisory business operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered in partnership with financial advisors. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Kelli Poremba is a CFP® with 23 years of industry experience and has been with Edward Jones in Dallas, TX since 2002. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she receives royalties from Plains Marketing L.P. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.