Fiyinfoluwa Esho is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining JPMorgan, Esho held various roles at Cornell University and other organizations. 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 an ESG eligibility framework in its recommendations.

Alexis Colon is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Neuberger Berman, and Fidelity Brokerage Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Lily Hollis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Stifel Financial, and Evereve Boutique. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Robert Gryfinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase in various capacities since 2017, including a prior two-year service in the U.S. Army. Outside of finance, he is a silent minority investor and partner in Rose Bridge Estate, an event venue in Austin, 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Charley Ford III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions within J.P. Morgan Chase and its affiliated entities since 2016. Ford holds Series 63 and Series 65 designations and operates out of Dallas, Texas. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Bruce Cacho Negrete is a financial advisor at Raymond James & Associates in Dallas, TX, holding a Series 66 designation with 19 years of industry experience, all with Raymond James & Associates since 2007. He serves as a board and committee member of The Giving Exchange, a nonprofit focused on assisting youth in Africa, where he contributes financial expertise. 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 charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and research support.

Chad Whitney is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for 16 years before joining UBS in 2019. Outside of his advisory role, he invests with Element Property Company, a multi-family real estate investment firm. 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 employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Reece Morrison is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pfs Investments Inc and Primerica Financial Services. Morrison operates Morrison Wealth Advisory, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Randy Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 1996. He leads the Executive Planning segment and focuses on delivering financial strategies tailored to long-term wealth plans. Randy has expertise in equity awards, retirement planning, and helps clients navigate volatile markets as they approach retirement and beyond. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. Randy graduated from Texas Tech University with a bachelor's degree in business. He resides in Plano, TX, with his wife Hollie and their four sons. Outside of work, Randy volunteers by coaching his sons' sports teams, including baseball, soccer, and basketball.

John Ross is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, UBS Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Gabriel Klawa is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Financial & Insurance Services of Texas while attending college. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party programs to construct tailored portfolios across a wide range of investment options.

John Watson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and several other firms. He has also spent four years studying at the University of Mississippi. 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 in its recommendations.

Sheulki Shin is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Miguel Salazar Jr. is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2007, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing systematic methodologies and model portfolios across mutual funds, ETFs, and ETPs.

William Corbellini is a Private Wealth Advisor at Merrill Private Wealth Management. He joined Merrill in 1984 and is a founding member of the group. He helped architect the team's investment approach and specializes in the ultra-high-net worth segment, providing custom strategic plans and asset allocations tailored to each client's goals. Bill earned a bachelor's degree in finance from the University of Colorado and served as an officer in the US Air Force. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Outside of work, Bill enjoys skiing, surfing, biking, bungee jumping, and hiking. He and his wife, Jane, live in Dallas, TX with their three children. They are involved with several organizations including Big Thought, Ability Connections, Colorado University's Leeds School of Business, and the Parsons Scholar Program.

Jeff Johnson is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with Merrill since 2002 and has also been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm supports its investment management through various program strategies and maintains close integration with Bank of America affiliates and their capital-markets platform.

Reid Stein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior roles include positions at Texas Capital Bank, Meadowbrook Family Holdings, Tregan Energy Partners, Gefen Capital, and Southern Glazer's Wine and Spirits. Stein is a minority owner of a family investment vehicle and is also associated with Malabar Capital Management, an LLC used for family estate planning in which he holds ownership but has no active responsibilities. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Marc Haggar is a Series 66-licensed financial advisor with 25 years of industry experience, currently serving clients at UBS Financial Services in Dallas, Texas since 2011. He is involved with the Cystic Fibrosis Foundation of North Texas as an advisory group member, contributing to fundraising and awareness efforts. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Emily Polito is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in wealth planning and retirement planning, with a focus on creating comprehensive, written financial plans that address the full financial picture of her clients. Emily helps clients prioritize and pursue their most important financial goals through personalized wealth management strategies. Emily joined Merrill in 2012 in the Wilmington, Delaware office. In 2017, she relocated to Dallas with her family. Her areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, and supporting women and wealth. She holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Emily earned her Bachelor's Degree from Trinity College. Outside of her professional work, she enjoys camping, cooking, hiking, reading, and spending time with her family.

Melyse Mpiranya is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Husch Blackwell, LLP, Kirkland and Ellis, LLP, Lavelle Law, Ltd., and Loyola University Chicago School of Law. 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 uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.