Lanh Nguyen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel from 2015 to 2022. He is also an employee of JPMorgan Bank, where he offers deposit and credit products alongside his advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with five years of industry experience. Before joining RBC Capital Markets in 2021, he worked for Matador Resources Company from 2014 to 2021. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Julio Silva is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 9 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies like Monte Carlo simulations to support its financial planning process.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Michael Allen is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Yacob is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, with additional experience at Raymond James & Associates, Wells Fargo Clearing Services LLC, and JP Morgan. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ethan Harter is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kenneth Martin is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BBVA Wealth Solutions Inc. and Regions Bank. He is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party managers.

Jennifer Chandler is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009 and concurrently with Bank of America, N.A. since 2003. Chandler serves on the boards of several nonprofit organizations including the Texas Lyceum, Leadership Dallas, Southwestern Medical Foundation, and the Dallas Regional Chamber, where she is chair elect for 2027. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alondra Fuentes is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Bank of America for ten years. J.P. Morgan Securities LLC 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Griffin is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chairman of the finance committee at the E.J. Ourso College of Business at LSU, where he supports fundraising and advises the dean. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm applies a structured financial planning process using firm-approved tools and offers both direct and employer-based financial planning services.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Arthur Spoerl is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Dallas, TX, and has 10 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also enlisted in the Oklahoma Air National Guard. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Mario Arnal Reveles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Wells Fargo Co., as well as involvement with The University of Texas at El Paso and a logistics services company. Outside of his advisory work, he owns and operates a freight and transportation business, FOREX GLOBAL, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Lance Whitworth is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America. Outside of advising, he participates in the Host Committee for the Folds of Honor Gala, assisting with event attendance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

William Garland is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Chiperfield is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wheels Up. Prior to his financial services career, his background includes roles at Southern Methodist University and Morristown-Beard School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Fredrick Lehman is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with UBS Financial Services since 2013. He previously worked for Morgan Stanley and its affiliates from 2000 to 2013. Lehman serves on the board of directors for the Dallas Opera. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Michele Powell is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is the sole manager of Dorothea Ventures, LLC, which makes private equity investments in startup companies, and serves as Membership Chair on the Board of Directors for Executive Women of Dallas. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.