Robert Massey is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 33 years of industry experience. He has been with J.P. Morgan Securities since 2001 and also works with Jpmorgan Chase Bank, N.A. since 2016. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Lauren Drinkwater is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tolleson Wealth Management and Bank of America, N.A. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cullen Thomason is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman, Sachs & Co. starting in 1996. He serves on the investment committee and board of directors for The Gladney Fund, a nonprofit focused on adoption, and holds board and treasurer roles supporting the Highland Park Boys Lacrosse club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies.

Scott Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience advising individuals and family groups on building, managing, preserving, and transitioning their wealth. Scott develops investment plans tailored to his clients' long-term goals and risk tolerance, drawing on his expertise to structure balanced portfolios that address specific financial needs. Scott holds a Bachelor's Degree from the University of Texas System and an MBA from Southern Methodist University. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Scott participates in community volunteer activities, reflecting the Merrill tradition of engagement within the communities served.

Michael Malave is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His work history includes roles at Morgan Stanley Distribution, Inc. and Eaton Vance Distributors, Inc. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning programs.

Kristopher Jantzen is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Cetera and Allstate Financial Advisors. He is also associated with American Airlines Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 range of investment strategies.

Umer Awan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 12 years of industry experience. His work history includes multiple roles at JPMorgan entities and Citigroup, as well as a year at Merrill. Outside of his advisory role, he also works as a contractor for delivery and rideshare services including Instacart, Lyft, and Uber Eats. 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 process combines quantitative and qualitative due diligence to offer written asset allocation advice and customized performance reporting, with clients maintaining final decision-making authority.

Alicia Lara is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. She has previously worked with American Airlines Financial Credit Union and serves as an owner of Texas Tinge LLC, a non-investment-related business. Lara also has a seven-year affiliation with the University of Texas at Arlington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary investment strategies supported by research and technology tools.

Brian Bogard is a financial advisor with Edward Jones in Dallas, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Merillyn Caracciolo is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Morgan Stanley and JP Morgan Securities LLC. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Bin Nguyen is a CFP® with 23 years of experience in the financial industry. He is affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2009 and 2010 respectively. Prior to that, he held positions at Merrill and Ameriprise. Outside of his advisory role, Nguyen is a general partner in LAT Ranch Holdings LLC, a country ranch where he manages a natural habitat for wildlife. 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 integrates quantitative and qualitative research to support model asset allocations and includes ESG considerations.

Jacob Edzards is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., and Bank of America Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Bryan Lee is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has a background that includes roles at JPMorgan Chase Bank, Winters and King, Henry & Dow, and ownership of BCL Law, PLLC, a legal services firm. Lee also serves as a trustee on the OSU/Tulsa Board of Trustees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG frameworks and support from affiliated investment-management entities.

Tin Chak Lam is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stefanie Moore is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Timothy Venters is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and engages in advisory work for multiple registered investment companies.

James Horsburgh is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and DICK'S Sporting Goods. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

La Tosha Miller is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at National Financial Services LLC from 2014 to 2018. 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 to build model asset allocations and includes unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Tadiwa Mujokoto is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 license with one year of industry experience. Prior to joining J.P. Morgan Securities, Mujokoto has worked in various roles including positions at JPMorgan Chase Bank and several retail companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.