Jana Wortham is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools.

Elizabeth Schaab is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Prior to that, she was employed by Beachbody LLC from 2015 to 2017. Schaab serves as a board member on the Finance Committee for the Girl Scouts of Northeast Texas. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Terry Beattie is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. UBS utilizes proprietary research and model-based asset allocations to tailor strategies according to client goals and risk tolerances.

Alex Kaiser is a CFP® professional with three years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously held positions at Simmons Bank, Bank of Oklahoma, and the Trust Company of Oklahoma. Alex serves as an advisor on the Investment Committee for the Oklahoma City Ballet, contributing in a nonprofit capacity. J.P. Morgan Securities 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 strategies.

Michael Russ is a Private Wealth Advisor with Merrill Private Wealth Management. He serves high net worth families with a focus on family wealth management strategies, liquidity management, managing new wealth, portfolio management services, and sports and entertainment clients. With over 40 years of experience, Michael specializes in values-based wealth management, discretionary investment management, concentrated stock management, and structuring fixed income portfolios. Before joining Merrill, he spent 23 years at Goldman Sachs advising high net worth families and individuals. He holds a Bachelor of Arts in Economics from Davidson College and a Master’s degree from the University of Texas. Michael holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael enjoys basketball, fishing, golfing, spending time with his family, table tennis, tennis, watching movies, and practicing yoga.

Emily Rosenbloom is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has three years of industry experience. Her prior work includes five years at Moroch and two years at Southern Methodist University. 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 in its recommendations.

Shelley Aguirre is a Series 66-licensed financial advisor with Ameriprise in Aledo, TX, bringing 22 years of industry experience. Her prior roles include positions at Voya Financial Partners, The Newport Group, and Academic Partnerships. She also manages an advisory business through Geaux Sooners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by specialized committees to support its advisory process.

Marc Simoni is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Ronald Pillar is a financial advisor with UBS Financial Services based in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. His prior roles include positions at M&A Securities Group, US Arma Partners, LP, and founding Pillar Capital Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining proprietary research and model-based asset allocations to deliver customized financial planning and portfolio management.

Angel Markel is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at Merrill from 2019 to 2022, Charles Schwab & Co., Inc. from 2017 to 2018, and Capital One Investing from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Matthew Gibson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Goldman Sachs and UBS Financial Services. He attended Oklahoma State University and Bishop Kelley High School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a range of proprietary research, trading activities, and affiliated banking programs.

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining RBC in 2026, he spent a decade at Stifel Nicolaus & Co Inc and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management serves a wide range of clients, from individual investors to institutions, offering various advisory programs that provide discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Chad Forsberg is a financial advisor at Fidelity with the ChFC® designation and a Series 66 license. He has over a decade of industry experience, including 12 years at Truist Financial Corporation before joining Fidelity in 2026. Forsberg is based in Dallas, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Shannon Morphew is a financial advisor with Raymond James Financial and Bordelon Capital Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Raymond James and its affiliates since 2013. Morphew is a committee member of the National Charity League of Richardson, where she participates in the annual audit of the chapter's financial records. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gentian Fairman is a Series 66 licensed advisor with J.P. Morgan Securities in Dallas, TX, with two years of industry experience. Their prior work includes roles at JPMorgan Chase Bank and a consulting firm, Fairman Consulting. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously with Edward Jones from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alexander Durham is a Series 66 licensed financial advisor with LPL Financial in Dallas, TX, and has two years of industry experience. He attended Texas Christian University and Southern Methodist University prior to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad financial services structure.

Jennifer Curtis is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Her career includes multiple roles at Morgan Stanley and its affiliates, as well as positions at Equinox, Foundation Physical Therapy, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial products and strategies through a large network of advisors.

Tracy Green is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2021, Green worked for TIAA and TIAA-CREF from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial planning and portfolio management solutions.

Jessica Weber is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and began her career in the financial industry in 2024. Prior to joining J.P. Morgan Securities, she has experience with several firms, including JPMorgan Chase Bank and Renegade Swish LLC, and attended Texas Christian University. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.