Samantha Means is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, she worked at Equitable Advisors and has experience in educational and hospitality roles. She is also involved with Geaux Sooners, LLC DBA Luminate, assisting in financial planning and client services as part of her business activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Phillip Smith is a financial advisor with Edward Jones in Mesquite, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013 and also operates Smith & Co. Appraisals, Inc., a business he has been involved with since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joon Ha Jang is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at C2 Education and Epic Systems, and completed his education at Bowdoin College. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brant Ferguson is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. Ferguson serves on the Foundation Investment Committee for the Circle Ten Council of the Boy Scouts of America, providing asset allocation and investment opinions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Genie Mcgee is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial since 2022 and previously held roles at New York Life and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Thomas Merkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1994 and holds the Professional Investment Advisor (PIA) designation. Mr. Merkel graduated from the University of North Carolina at Chapel Hill with a bachelor's degree in Economics. He is certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. His focus includes liquidity events for high net worth individuals and stable asset management strategies. He takes a comprehensive approach in working with clients to address assets, liabilities, wealth structure, retirement, and wealth management planning. In addition to his professional responsibilities, Thomas Merkel has served and continues to serve on the boards of various faith-based and non-profit organizations. He resides in Dallas with his wife, Sue, and their four children.

Joseph D'agostino is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill for ten years before joining J.P. Morgan in 2025. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jarrell Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he is a partner and secretary of CPB Capital Group LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing a range of financial planning and consulting services supported by extensive research and a variety of portfolio management approaches.

Jeremy Silvas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, each for seven years. Outside of his advisory work, he manages a household employer arrangement related to caregiving for his disabled son. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.

Stephanie Vaughn is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2005 and has worked at JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Angela Graham West is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Orion Wealth Management, Oppenheimer, Raymond James, and First Command. Outside of advising, she is a non-profit board member at Kansas State University, hosts the Republican Coffee Corner podcast, and co-owns a patent through Tap2Space. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment strategies.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, FedEx, and several years at T-Mobile. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Christopher Halstedt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2024. Halstedt serves as a trustee for a Charitable Lead Annuity Trust focused on managing assets for charitable purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of advising, he is involved in a farming LLC established to hold hunting property for personal use. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diversified client base, including individuals, institutions, pension plans, and charitable organizations, and offers a range of financial planning and consulting services through multiple portfolio management styles and affiliated research.

Colin Boddicker is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Texas Capital Bank Private Wealth Advisors, and Raymond James Financial Services Advisors. Outside of his advisory work, he is involved with Texas Christian University in a publishing capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Patricia Thompson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Devening is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. He serves as a trustee for multiple insurance-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.