John Wilfong is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 37 years of industry experience. He has been with UBS since 2007. Wilfong serves on the Investment Committee of the Board of Directors for The University of Memphis Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Jose De Paz Cuevas is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Southern Methodist University and Resource One Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor plans to clients’ goals and risk tolerances.

Saul Onyeuku is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. Before joining LPL Financial in 2018, he worked at Royal Alliance Associates and Signator Investors. He is also associated with Onyeuku Wealth Strategies, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to multiple investment strategies and technologies.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Edwin Restrepo is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley. He is also an adjunct lecturer for graduate-level finance courses at the University of Dallas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Allison Rakes Flora is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and with six years of industry experience. She previously worked at Goldman Sachs & Co. LLC and has experience in the restaurant industry with Fox Restaurant Concepts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Nathaniel Mosley is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. He serves as an advisory group member for The Men of Nehemiah, a nonprofit recovery program for addicts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

Lanh Nguyen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel from 2015 to 2022. He is also an employee of JPMorgan Bank, where he offers deposit and credit products alongside his advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining RBC in 2021, he worked at Matador Resources Company for seven years. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with 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.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Julio Silva is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 9 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies like Monte Carlo simulations to support its financial planning process.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Michael Allen is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Yacob is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, with additional experience at Raymond James & Associates, Wells Fargo Clearing Services LLC, and JP Morgan. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ethan Harter is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kenneth Martin is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BBVA Wealth Solutions Inc. and Regions Bank. He is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party managers.

Jennifer Chandler is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009 and concurrently with Bank of America, N.A. since 2003. Chandler serves on the boards of several nonprofit organizations including the Texas Lyceum, Leadership Dallas, Southwestern Medical Foundation, and the Dallas Regional Chamber, where she is chair elect for 2027. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alondra Fuentes is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Bank of America for ten years. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Griffin is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chairman of the finance committee at the E.J. Ourso College of Business at LSU, where he supports fundraising and advises the dean. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm applies a structured financial planning process using firm-approved tools and offers both direct and employer-based financial planning services.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC®, PFS™, and Series 63 designations and bringing 29 years of industry experience. He has been with Raymond James since 2013 and also serves as CEO of R. Barry Johnson & Company PC, an accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports comprehensive advisory programs including municipal and public finance work.