Jensen B. Moock is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has written a fictional novel and is in the process of signing a publishing contract. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including trading, underwriting, research distribution, and affiliated lending programs.

Thane Alex Swisher is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017, following a prior role at Midland Financial Co. He is involved in managing multiple planning practices under entities including Geaux Frogs and Geaux Eagles, as well as serving as an Associate Financial Advisor with Geaux Sooners, LLC DBA Luminate. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Johnson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his advisory role, he was involved with CrossFit 214 for ten years. 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 affiliated brokerage and investment management capabilities.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yeccaluri held roles at JPMorgan Chase Bank, N.A., Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation, and attended Vanderbilt University and Santa Clara University. 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 when recommending strategies.

David Greene is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JP Morgan Securities and JP Morgan Chase Bank since 2015, following five years at Credit Suisse Securities. As an employee of both JP Morgan Securities and JP Morgan Bank, he is able to offer certain banking products alongside investment services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending investment strategies.

Mario Ayala is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes multiple roles at Edward Jones as well as positions at BB&T Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2019. His background also includes roles at Q Investments, Texas Christian University, and FuntashtTech. 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.

Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on each client's Advisory Risk Profile.

Eleni Feleke is a Financial Advisor at Merrill Lynch Wealth Management based in Dallas, Texas. She works closely with a diverse clientele including entrepreneurs, corporate executives, and multi-generational families. Eleni focuses on areas such as education planning, equity compensation services, family wealth management strategies, managing new wealth, and women and wealth. She helps clients develop custom strategies by leveraging resources in capital markets, managed solutions groups, and external asset managers. Her services include investment and risk management, tax minimization, credit and lending through Bank of America, income and liquidity management, estate planning, wealth transfer, and philanthropic endeavors. Eleni holds several FINRA registrations including Series 7, 63, 66, 24, 9, and 10. She has earned professional designations including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Brandeis University. Originally from Denver, Colorado, Eleni now resides in Dallas with her husband and their Catahoula Leopard mix, Bella. She participates in volunteer activities including Habitat for Humanity and events that support disability advocacy and inclusion. In her free time, Eleni enjoys gardening, hiking, swimming, traveling, yoga, and spending time with her family.

Juliana Lu is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Saville CPAs & Advisors, and experience with community organizations such as the Dallas Chinese Community Center and the DFW World Affairs Council. 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 strategies.

Angela Spirtos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 license and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also serves as an employee of JPMorgan Chase Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm integrates large-scale institutional advisory capabilities with brokerage, distribution, and investment management functions.

Juan Pablo Arias Bello is a Series 66-licensed advisor with five years of industry experience, currently with J.P. Morgan Securities in Dallas, TX. His prior roles include positions at JPMorgan Servicios SA and Credit Suisse. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 in its recommendations.

Brian Blake is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he acts as trustee for several family trusts established to manage assets for his children’s future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. 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 based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.

Iker Pimienta is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Cetera Advisor Networks and Axa Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework in its recommendations.

Sarah Beatty is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she held various roles including positions at the University of Arizona, PK Financial Strategies LLC, and C.O.R.E Marketing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Price is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at PFS Investments Inc for 10 years and has additional experience with Johnson Controls, Inc. and Primerica Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including third-party asset management and institutional platforms.

Gavin Gold is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining UBS in 2025, he worked at Charles Schwab & Co., Inc. from 2023 to 2025. His background also includes diverse roles outside finance, such as involvement with The Posse East and various educational and community organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, incorporating model-based asset allocations and research-driven planning. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.