Jesse Davison is a Series 66-credentialed financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously spent four years at CFD International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Selena Williams is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms including Wells Fargo Private Bank and Oklahoma State Bank. Williams has been with J.P. Morgan Securities in various capacities since 2006. 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 searches, and customized performance reporting within a non-discretionary advisory program.

Samuel Hodges is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Hodges’s background also includes a role at Baylor University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

George Rabel is a financial advisor at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at American Airlines, Cetera, Charles Schwab, and Axa Advisors. Outside of advising, he is involved with Flagship Financial Group, a DBA related to his LPL business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Kimberly Turner is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2019. She has nine years of industry experience, with prior roles at Tiffany & Co., Prime Capital Investment Advisors, and Cambridge Investment Research. Outside of finance, she has seasonal experience working in customer service and merchandising at Neiman Marcus during the holiday season. 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 tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Caroline Horan is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Charles Schwab & Co and Tarrant Management, LLC, and she has entrepreneurial experience in the food service industry. 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 searches, and customized performance reporting within a non-discretionary advisory program.

Catherine Carter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Bank of America, Texas Capital Bank, and Aberdeen Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cherita Joye Stokes is a financial advisor at UBS Financial Services in Dallas, TX, with 19 years of industry experience. She has been with UBS since 2012 and holds Series 66 and Series 63 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering access to proprietary research and capital markets solutions.

Kelly Bolton is a Senior Financial Advisor and the founder of Bolton and Associates Wealth Management with Merrill. She holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Kelly is a Managing Director with extensive expertise in investment and asset management, working to help families, businesses, and foundations achieve financial well-being while preserving and growing their wealth. Her practice is committed to providing attentive and consistent care to clients with simplicity and transparency. Kelly graduated from the University of Alabama System with a bachelor's degree. Throughout her career, she has received various recognitions, including the David Brady Award from Merrill in 2002. She has been named to Forbes' "Best-In-State Wealth Advisor" list from 2018 through 2026 and has been recognized on Forbes' "Top Women Wealth Advisors Best-in-State" list from 2022 through 2026. Additionally, Bolton and Associates has been awarded Forbes' "Best-in-State Wealth Management Team" list from 2023 through 2026. Kelly is also a recipient of SHOOK Research and Working Mother magazine's "Top Wealth Advisor Moms" list for several years. Outside of her professional responsibilities, Kelly is involved in her community through organizations such as the Community Foundation of Memphis, March of Dimes, Poplar Pike Arts Foundation, and Regional One Medical Center.

Andrew Frascone is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and experience outside finance with Arcis Golf and educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Cole Cammack is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. His previous roles include positions at City National Bank, Lifeblue, Inc, and CrateBind, LLC. Outside of his advisory work, he is the sole proprietor of CGC Creative, a business focused on client communications and project management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients from individual investors to institutions and offers various advisory programs tailored to clients’ risk profiles. The firm employs a combination of in-house and third-party managers to implement diversified investment strategies with options for tax management and responsible investing.

Andrew Noone is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 22 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Teresa Drummond is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Christopher Conway is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America Merrill Edge, and Thomson Reuters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice supported by centralized due diligence and incorporating an ESG framework in its investment recommendations.

Fred Chandler is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. Beginning his career as a trader with Fidelity Investments, Fred joined Merrill Lynch in 2001, working alongside his father, a financial advisor with 38 years of experience. This mentorship has deeply influenced Fred's approach to wealth management, where he focuses on strategies tailored to family wealth management, legacy planning, liquidity management, retirement income, and portfolio management services. Fred holds a Bachelor's Degree in Business Administration from the University of Arkansas and is a member of the Kappa Sigma fraternity. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Fred emphasizes a client-centered philosophy, aiming to provide personalized wealth management strategies aligned with clients’ goals and market conditions. Outside of his professional role, he is involved in community volunteer activities and enjoys fishing, golfing, hunting, and tennis. Fred resides in Dallas, Texas, with his wife and two daughters.

Mark Agnew is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. His background includes roles at Ayco/Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, Personal Capital, and The AYCO Company, L.P./Mercer Allied. 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 research, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative due diligence with forward-looking capital market assumptions to guide client recommendations.

Emily Lin is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at RBC Capital Markets for four years and has background experience outside finance with Foh Furniture LLC. Lin holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gary Owens is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Owens serves as an advisory board member for Dallas Contemporary, a nonprofit art museum in Dallas focused on exhibitions and educational programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.

Sterling Hartley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, also serving with JPMORGAN Chase Bank, N.A. since 2005. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment management entities.