Elias Gordon is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Strategies For Wealth, Crowded, and has a varied background including roles in education and hospitality. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple registered capacities, including broker-dealer and futures commission merchant.

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining RBC in 2026, he spent a decade at Stifel Nicolaus & Co Inc and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management serves a wide range of clients, from individual investors to institutions, offering various advisory programs that provide discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm uses 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.

Chad Forsberg is a financial advisor at Fidelity with the ChFC® designation and a Series 66 license. He has over a decade of industry experience, including 12 years at Truist Financial Corporation before joining Fidelity in 2026. Forsberg is based in Dallas, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ngan Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tran held roles at Bank of America, Hanmi Bank, and Hallmark Aviation. Outside of financial services, Tran owns an independent contracting business involved in online retail of consumable products. 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.

Shannon Morphew is a financial advisor with Raymond James Financial and Bordelon Capital Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Raymond James and its affiliates since 2013. Morphew is a committee member of the National Charity League of Richardson, where she participates in the annual audit of the chapter's financial records. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gentian Fairman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and totaling two years of industry experience. Their background includes roles at JPMorgan Chase Bank and a consulting business, Fairman Consulting, active from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a focus on a range of eligible strategies and some ESG considerations.

Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2020. 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 supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility in its recommendations.

Alexander Durham is a Series 66 licensed financial advisor with LPL Financial in Dallas, TX, and has two years of industry experience. He attended Texas Christian University and Southern Methodist University prior to his current role. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad financial services structure.

Tracy Green is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2021, Green worked for TIAA and TIAA-CREF from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial planning and portfolio management solutions.

Jessica Weber is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously held roles at JPMorgan Chase Bank and other firms. Weber also has experience working with Renegade Swish LLC and Q Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jensen B. Moock is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has written a fictional novel and is in the process of signing a publishing contract. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including trading, underwriting, research distribution, and affiliated lending programs.

Thane Alex Swisher is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017, following a prior role at Midland Financial Co. He is involved in managing multiple planning practices under entities including Geaux Frogs and Geaux Eagles, as well as serving as an Associate Financial Advisor with Geaux Sooners, LLC DBA Luminate. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Johnson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, following a one-year tenure at PNC Wealth Management. Outside of his advisory role, he was involved with CrossFit 214 for 10 years. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Michael Dao is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, including a brief tenure at Cetera in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sai Tanvi Yeccaluri 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, she held roles at JPMorgan Chase Bank, Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

David Greene is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015, following five years at Credit Suisse Securities. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering deposit and credit products. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Mario Ayala is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes multiple roles at Edward Jones as well as positions at BB&T Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various JPMorgan entities since 2019. His background includes positions at Q Investments, Texas Christian University, and a technology startup. 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, with clients retaining final decision-making authority.