Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on each client's Advisory Risk Profile.

Eleni Feleke is a Financial Advisor at Merrill Lynch Wealth Management based in Dallas, Texas. She works closely with a diverse clientele including entrepreneurs, corporate executives, and multi-generational families. Eleni focuses on areas such as education planning, equity compensation services, family wealth management strategies, managing new wealth, and women and wealth. She helps clients develop custom strategies by leveraging resources in capital markets, managed solutions groups, and external asset managers. Her services include investment and risk management, tax minimization, credit and lending through Bank of America, income and liquidity management, estate planning, wealth transfer, and philanthropic endeavors. Eleni holds several FINRA registrations including Series 7, 63, 66, 24, 9, and 10. She has earned professional designations including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Brandeis University. Originally from Denver, Colorado, Eleni now resides in Dallas with her husband and their Catahoula Leopard mix, Bella. She participates in volunteer activities including Habitat for Humanity and events that support disability advocacy and inclusion. In her free time, Eleni enjoys gardening, hiking, swimming, traveling, yoga, and spending time with her family.

Juliana Lu is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to her current role, she has experience working at firms including Gest'Assur and Saville CPAs & Advisors, and has had involvement with local organizations such as the Dallas Chinese Community Center and the DFW World Affairs Council. 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 combines quantitative and qualitative research in its advisory process and offers a range of derivatives and commodities capabilities not commonly found in similar institutional advisory programs.

Angela Spirtos is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services including 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Juan Pablo Arias Bello is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding a Series 66 designation with five years of industry experience. He previously worked at Credit Suisse for five years and at JPMorgan Servicios SA for three years before joining J.P. Morgan Securities and Jpmorgan Chase Bank NA in 2021. 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 through a non-discretionary advisory program. The firm combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG criteria within its investment recommendations.

Brian Blake is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he acts as trustee for several family trusts established to manage assets for his children’s future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. 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 based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.

Iker Pimienta is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cetera Advisor Networks and AXA Advisors. He is currently based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to portfolio construction.

Sarah Beatty is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she held various roles including positions at the University of Arizona, PK Financial Strategies LLC, and C.O.R.E Marketing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Price is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at PFS Investments Inc for 10 years and has additional experience with Johnson Controls, Inc. and Primerica Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including third-party asset management and institutional platforms.

Gavin Gold is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 credentials with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and involvement with various organizations such as The Posse East and Delta Delta Delta. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Brian Hickey is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. 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. Their advisory process includes quantitative and qualitative due diligence and incorporates an ESG eligibility framework, with a range of derivatives and commodities capabilities.

Fiyinfoluwa Esho is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, Esho held various roles at JPMorgan Chase Bank, NA, and has experience at Cornell University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexis Colon is a financial advisor with UBS Financial Services in Dallas, TX, holding the Series 66 and Series 63 licenses and possessing 10 years of industry experience. Their career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Neuberger Berman, and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to customize plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Lily Hollis is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Financial and JPMorgan Chase Bank. She has also worked outside the financial sector, including at Evereve Boutique, and studied at the University of Georgia. 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 offers non-discretionary, written asset allocation advice and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative analyses.

Robert Gryfinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2017. Outside of financial advising, he is a silent minority investor and partner in Rose Bridge Estate, a venue for weddings and events in Austin, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process incorporating quantitative and qualitative research, with capabilities including derivatives and commodities through affiliated entities.

Charley Ford III is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations with seven years of industry experience. He has worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Bruce Cacho Negrete is a financial advisor at Raymond James & Associates in Dallas, TX, holding a Series 66 designation with 19 years of industry experience, all with Raymond James & Associates since 2007. He serves as a board and committee member of The Giving Exchange, a nonprofit focused on assisting youth in Africa, where he contributes financial expertise. 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 diverse client base including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and research support.

Chad Whitney is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for 16 years before joining UBS in 2019. Outside of his advisory role, he invests with Element Property Company, a multi-family real estate investment firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.