Alexander Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and circumstances. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Alexander holds a Bachelor's Degree from The University of Texas at Austin and carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes educating clients on financial planning to help alleviate confusion and fear around investments. Outside of his professional work, Alexander enjoys golfing, spending time with his family, and traveling. He is also involved in community service, reflecting the Merrill tradition of participating in the communities served.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Francis Rouquette III is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a co-owner and CEO of Tiras Wealth Management, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement income recommendations primarily for clients with Ameriprise-managed accounts.

Grafton Ifill III is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Goldman Sachs & Co. from 2015 to 2019. Ifill is based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with both quantitative and qualitative research, incorporating ESG factors and broader derivatives capabilities.

Kenneth Craven is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Wealth Management for eight years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerry Fagelman is a financial advisor at UBS Financial Services in Dallas, TX, with 28 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the Investment Executive Board at UT Dallas and is a board member of The Ackerman Center, a Holocaust educational center affiliated with the university. 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 offers customized financial planning and portfolio management using proprietary research and investment models.

Kimberly Strobel is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2018. Prior to joining UBS, she was employed by Sean Cerone, D.D.S. from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Jana Wortham is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her career includes 14 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Elizabeth Schaab is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with J.P. Morgan since 2014 and previously worked at Beachbody LLC from 2015 to 2017. Schaab serves as a board member on the Finance Committee of the Girl Scouts of Northeast Texas. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Terry Beattie is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. UBS utilizes proprietary research and model-based asset allocations to tailor strategies according to client goals and risk tolerances.

Alex Kaiser is a CFP® and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with three years of industry experience. His prior experience includes roles at Simmons Bank, Bank of Oklahoma, and Trust Company of Oklahoma. He serves in an advisory capacity on the investment committee of the nonprofit Oklahoma City Ballet. 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 integrates quantitative and qualitative research with a forward-looking approach to capital markets and includes a selective ESG eligibility framework.

Michael Russ is a Private Wealth Advisor with Merrill Private Wealth Management. He serves high net worth families with a focus on family wealth management strategies, liquidity management, managing new wealth, portfolio management services, and sports and entertainment clients. With over 40 years of experience, Michael specializes in values-based wealth management, discretionary investment management, concentrated stock management, and structuring fixed income portfolios. Before joining Merrill, he spent 23 years at Goldman Sachs advising high net worth families and individuals. He holds a Bachelor of Arts in Economics from Davidson College and a Master’s degree from the University of Texas. Michael holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael enjoys basketball, fishing, golfing, spending time with his family, table tennis, tennis, watching movies, and practicing yoga.

Emily Rosenbloom is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and bringing three years of industry experience. She previously worked at Moroch for five years and attended Southern Methodist University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program leverages centralized due diligence and incorporates quantitative and qualitative research to support investment recommendations.

Debora Cornwell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has previously worked at CitiGroup for 14 years and Barclays Capital Inc. for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shelley Aguirre is a Series 66-licensed financial advisor with Ameriprise in Aledo, TX, bringing 22 years of industry experience. Her prior roles include positions at Voya Financial Partners, The Newport Group, and Academic Partnerships. She also manages an advisory business through Geaux Sooners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by specialized committees to support its advisory process.

Mitchell Stevens III is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over 30 years at Primerica Financial Services before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Marc Simoni is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Ronald Pillar is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at M&A Securities Group, US Arma Partners, LP, and running Pillar Capital Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial plans and portfolio management.

Angel Markel is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at Merrill from 2019 to 2022, Charles Schwab & Co., Inc. from 2017 to 2018, and Capital One Investing from 2016 to 2017. 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 discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Matthew Gibson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Goldman Sachs and UBS Financial Services. He attended Oklahoma State University and Bishop Kelley High School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a range of proprietary research, trading activities, and affiliated banking programs.