Jason Taylor is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has held roles at several firms including Lehman Brothers, Barclays Capital, and Morgan Stanley. Outside of his advisory work, he is a partial owner and strategic partner in Taydra LLC, a clothing and apparel design business. 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 forward-looking capital market assumptions to support its recommendations.

Hastings Hanshaw is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Lord Abbett & Co LLC and Central National Bank. Hanshaw also has experience with Waco Tours and attended Baylor University from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Becky Lancaster is a Series 66-licensed financial advisor with Edward Jones in Dallas, TX, and has two years of industry experience. Prior to joining Edward Jones, she worked at Stanley Korshak, LLC for four years and held positions at J.C. Penney and Topgolf USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households and organizations. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Eric Charway is a financial advisor with J.P. Morgan Securities in Richland Hills, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously held roles at Robinhood and TD Ameritrade. Outside of finance, he has been involved with the Roby House Alumni Foundation Inc. and operated Crepes n Things LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

Alex Fehlinger is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. His work history includes roles at Bank of America and Paul Stuart, as well as a period affiliated with Washington University in St. Louis. He is based in Fort Worth, TX. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Winston Trotter is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and bringing ten years of industry experience. He has worked with Ameriprise since 2014, with intervals outside the firm, and manages his own advisory business under Valentine Britt LLC. Outside of financial advising, Winston serves as a referee for high school and college basketball games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides structured retirement planning focused on dependable income and tax-aware withdrawal strategies, leveraging in-house research and external data.

Pierce Ashworth is a Series 66 licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Trinity Hunt Partners and JPMorgan Chase Bank. 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.

Alexander Steele is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Zachary Wold is a financial advisor at Thrivent Investment Management based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is a business partner in a real estate venture. 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 addressing various financial topics, with options to combine planning and managed-account services under a consolidated billing system.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball Club. 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.

Charles Burch Jr is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with Avantax Advisory Services and The Burch Financial Group LLC, among other roles. Outside of advising, he serves on the boards of the Black Roller Skating Federation and its charitable arm, BRSF S.K.A.T.E., and manages the Chuck Burch Scholarship Fund, which raises money for college-bound children. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Douglas Mccown is a CFP® with 35 years of experience in financial advising. He is currently with LPL Financial and has previously worked with SagePoint Financial, Inc. and OSAIC. He maintains his own CPA and tax preparation practices. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Craig Galatas is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and 38 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously spent 11 years at UBS Financial Services and one year at Capital One 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. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG considerations.

Deborah Griffith is a financial advisor at Stifel in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2012 to 2025 before joining Stifel. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodologies developed by its Investment Strategy Group.

Albert Gough is a Private Wealth Advisor and the founder of The Gough Group, a wealth management team within Merrill Private Wealth Management based in Dallas. He serves a select group of successful business owners, executives, and single family offices across the United States. Albert and his team provide services including investment management, integrated wealth management planning, trust and estate planning, pre-sale planning for business owners, customized credit and lending through Bank of America, philanthropic giving services, and next-generation education. Before joining Merrill in 2008, Albert was a Private Wealth Advisor with Neuberger Berman. Prior to that, he spent nineteen years in the pharmaceutical industry in corporate leadership roles encompassing operations, finance, sales, and marketing. He holds a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from the University of Dallas. Albert has earned the Certified Private Wealth Advisor® designation as well as the Personal Investment Advisor (PIA) designation. Albert is involved with the Ursuline Academy of Dallas Foundation and participates in community activities through Ursuline Academy of Dallas. His personal interests include biking, fishing, reading, soccer, traveling, and spending time with his family.

Jennifer Crosby is a financial advisor at J.P. Morgan Securities with six years of industry experience. She has previously worked at Goldman Sachs & Co. LLC and has held positions related to the University of Texas. Crosby holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Brianna Hunter is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience at Mutual of Omaha and Ameriprise. Outside of her advisory role, she is involved with Geaux Sooners, LLC DBA Luminate, managing an advisory business. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.