Jennifer Lan is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS in two separate periods, as well as at Troutman Pepper Locke, Haynes and Boone, LLP, and Lan Smith Sosolik, PLLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor client strategies.

Ryan Griffin is a financial advisor with LPL Financial based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience, including prior roles at Securities America, Inc. and UBS Financial Services. In addition to his advisory work, Griffin is a commissioned notary in Texas. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.

Robert Massey is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 33 years of industry experience. He has been with J.P. Morgan Securities since 2001 and also works with Jpmorgan Chase Bank, N.A. since 2016. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Cullen Thomason is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman, Sachs & Co. starting in 1996. He serves on the investment committee and board of directors for The Gladney Fund, a nonprofit focused on adoption, and holds board and treasurer roles supporting the Highland Park Boys Lacrosse club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies.

Michael Malave is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes roles at Morgan Stanley Distribution, Inc. and Eaton Vance Distributors, Inc. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning programs.

Umer Awan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 12 years of industry experience. His work history includes multiple roles at JPMorgan entities and Citigroup, as well as a year at Merrill. Outside of his advisory role, he also works as a contractor for delivery and rideshare services including Instacart, Lyft, and Uber Eats. 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’s advisory process combines quantitative and qualitative due diligence to offer written asset allocation advice and customized performance reporting, with clients maintaining final decision-making authority.

Brian Bogard is a financial advisor with Edward Jones in Dallas, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Merillyn Caracciolo is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Morgan Stanley and JP Morgan Securities LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Bin Nguyen is a CFP® with 23 years of experience in the financial industry. He is affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2009 and 2010 respectively. Prior to that, he held positions at Merrill and Ameriprise. Outside of his advisory role, Nguyen is a general partner in LAT Ranch Holdings LLC, a country ranch where he manages a natural habitat for wildlife. 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 integrates quantitative and qualitative research to support model asset allocations and includes ESG considerations.

Jacob Edzards is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., and Bank of America Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Bryan Lee is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at JPMorgan Chase Bank, Winters and King, Henry & Dow, and ownership of BCL Law, PLLC, a legal services firm. Lee also serves as a trustee on the OSU/Tulsa Board of Trustees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG frameworks and support from affiliated investment-management entities.

Stefanie Moore is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Timothy Venters is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and engages in advisory work for multiple registered investment companies.

James Horsburgh is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and DICK'S Sporting Goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused 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 broader derivatives and commodities capabilities.

La Tosha Miller is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at National Financial Services LLC from 2014 to 2018. 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 combines quantitative and qualitative research to build model asset allocations and includes unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Tadiwa Mujokoto is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 license with one year of industry experience. Prior to joining J.P. Morgan Securities, Mujokoto has worked in various roles including positions at JPMorgan Chase Bank and several retail companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

John Wilfong is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 37 years of industry experience. He has been with UBS since 2007. Wilfong serves on the Investment Committee of the Board of Directors for The University of Memphis Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Jose De Paz Cuevas is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with college education planning, family wealth management strategies, socially responsible, values-based, and ESG investing, as well as retirement income. He utilizes a personalized planning approach to support clients in building wealth and achieving long-term financial security. Jose holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Southern Methodist University. He is fluent in both English and Spanish.