Jack Rhodes is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions related to outdoor education and university programs. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG framework applied to investment recommendations.

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.

Regina Partida is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at State National Insurance Company and Nolan Catholic High School. Outside of her advisory work, she serves as a bookkeeper for a manufacturing company and an interior design business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Ryan Griffin is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Securities America Advisors, UBS Financial Services, and positions outside the financial sector such as in construction and energy. Griffin is also commissioned as a notary in Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Jason Freeman is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2024, he worked with Avantax Advisory Services and related entities from 2017 to 2024. Outside of his advisory work, he is involved with Atlet Sports and operates a business focused on baseball and softball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Robert Massey is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and at JPMorgan Chase Bank, N.A. since 2016. 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, distribution, and investment management capabilities.

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.

Umer Awan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and various divisions of JPMorgan Chase since 2016. Outside of his advisory role, he works as a delivery driver and rideshare driver on a part-time basis. 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 reporting. The firm operates on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

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 at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2022, following prior roles at Morgan Stanley and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Bin Nguyen is a CFP® with 22 years of industry experience, currently affiliated with J.P. Morgan Securities in Dallas, TX. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2009 and 2010, respectively. Outside of his advisory work, Nguyen is a general partner managing a country ranch focused on wildlife habitat preservation. 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 when recommending investment strategies.

Bryan Lee is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and one year of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, with prior roles at Winters and King and Henry & Dow. Outside of his advisory role, Lee serves as a trustee for the OSU/Tulsa Board of Trustees and maintains a law practice through BCL Law, PLLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a non-discretionary approach that combines quantitative asset-allocation modeling and centralized due diligence, while incorporating ESG criteria in its recommendations.

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.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Timothy Venters is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups providing opinions on financial topics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

James Horsburgh is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and having one year of industry experience. His background includes roles at JPMorgan Chase Bank and DICK'S Sporting Goods, as well as involvement with Oklahoma State University and the Pops 66 Soda Ranch Restaurant. J.P. Morgan Securities 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.

La Tosha Miller is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following four years at National Financial Services LLC. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, 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, distribution, and investment management capabilities.

Tadiwa Mujokoto 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, Mujokoto held various roles at JPMorgan Chase Bank and has experience working in retail and service industries including Nike, Ulta, and Chipotle. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.