Forrest Sipes is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding the Series 66 designation and having one year of industry experience. His prior work includes roles at NOV Inc and Stakeless LLC. 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 and incorporates forward-looking capital market assumptions to build model asset allocations.

Ericka Areal Drinker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Socorro Asset Management, and involvement with nonprofit and educational institutions such as The Dallas Foundation and Paul Quinn College. 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 research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence to develop model asset allocations, incorporating ESG frameworks where appropriate.

Carter O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and other firms in both financial and consulting capacities. He is also associated with Brooke Emily Media, L.L.C., a consulting business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages substantial client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Evan Boff is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 14 years before joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

James Shelton is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1997 and previously worked at 360 Wealth Management, LLC from 2013 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julia Shank is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Highgate Capital Investments and JPMorgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Aubrey Blasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, Blasko worked for Wells Fargo Clearing for one year. Outside of advisory work, Blasko serves on the board of directors for the Mountain Hollow Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Janel Fahey is a Series 66-licensed financial advisor with Raymond James & Associates, based in Duncanville, TX, and has 11 years of industry experience. She has been associated with Raymond James since 2008 and is also involved with AdvoCare since 2012. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Jocelyn Pham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 license with one year of industry experience. Prior to entering finance, she worked for several years in the restaurant industry, including roles at Onesan Dimsum & Sushi and The Crab Station & Oyster Bar. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Kristina Huston is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory work, she owns OZ Wellness LLC, a spa that provides suggestions for a healthy lifestyle. 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 network of financial advisors and branch offices across the country.

Xavier Silva is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has been with J.P. Morgan in various capacities since 2023 and completed his education at Brown University in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations.

Robert Moore III is a Series 66 licensed advisor with Morgan Stanley in Dallas, TX, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and sophisticated modeling techniques.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

Lance Stanchel Skyler is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Bank of America, N.A. Outside of finance, he is involved in selling used cars through his business, Southern Automotives, and works as an armed security guard. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Pharris is a financial advisor with Edward Jones in Forney, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as President of the Board of Trustees for Forney Independent Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Rivers Graham is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential with one year of industry experience. His career includes roles at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2024, following his education at Texas Christian University. 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 combines quantitative and qualitative research to build model allocations and incorporates ESG criteria within its eligible investment strategies.

Zachary Martin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to joining UBS, he held positions at Campbell Soup Company, the United States Census Bureau, and State College Area School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ava Lohr is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at D.A. Davidson & Co. and various positions outside finance, including work at The Republic Grille and HotWorx. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Kenley George is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Dallas, TX. His prior experience includes roles at Hd Vest, First Command Financial Services, and Grove Point Advisors, among others. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Jack Rhodes is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles with JPMorgan Chase Bank, N.A., and involvement with organizations such as the University of Arkansas and Greenhouse Outdoor Recreation Program. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.