Robert Buchanan, Sr. is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at UBS Financial Services for 25 years before joining J.P. Morgan in 2025. Outside of advisory work, he is an owner and partner in several businesses including a restaurant coupon financing company and a manufacturer of craft cocktail ice. 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 centralized due diligence with both quantitative and qualitative research, serving clients through a non-discretionary program.

Jack Webb 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 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Jordan Dowling is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and Penney, Murray & Associates. Outside of his advisory role, he is involved with Geaux Sooners LLC, DBA Luminate, where he serves as a Client Service Specialist managing advisory business operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered in partnership with financial advisors. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Kelli Poremba is a CFP® with 23 years of industry experience and has been with Edward Jones in Dallas, TX since 2002. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she receives royalties from Plains Marketing L.P. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Forrest Sipes is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding the Series 66 designation and having one year of industry experience. His prior work includes roles at NOV Inc and Stakeless LLC. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Toby Pickett is a financial advisor with Fidelity Investments, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity since 2001. Outside of advising, he works as a package sorter at an Amazon facility in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Ambriz is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Wells Fargo Bank, NA and Wells Fargo Clearing Services, LLC from 2019 to 2023, and Best Buy from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with a manager solutions team and incorporates ESG eligibility considerations in its recommendations.

Ericka Areal Drinker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Socorro Asset Management, and involvement with nonprofit and educational institutions such as The Dallas Foundation and Paul Quinn College. 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 research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence to develop model asset allocations, incorporating ESG frameworks where appropriate.

Andrew Roberts is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Charles Schwab, and JPMorgan Chase Bank. 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 integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

James Donahue is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs, Mercer Allied Company, and Cetera Advisor Networks. Donahue serves on the board of Worldwide Voice in the Wilderness, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-based recommendation reports through a centralized consulting team, combining quantitative modeling and tax-efficiency analysis to support clients’ retirement goals.

Blake Cecil is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he serves as a part of Cecil, Blumoff & Associates Wealth Management (CB&A). He has over 28 years of experience in the financial industry and leads CB&A's fixed income and goals-based planning services. He is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). Blake is a third-generation Merrill Lynch advisor, continuing a family legacy established by his father and grandfather. He joined the firm in 1997 and earned his CFP® certification in 2007. Blake attended the U.S. Naval Academy for two years, where he also played football, before graduating from Southern Methodist University (SMU) with a bachelor's degree. His professional focus includes total wealth management and individualized investing and planning strategies. He is involved with several organizations, including serving on the executive committee of the SMU Mustang Club, holding a board position with The Tolson Group Ministries, and participating in the Salesmanship Club of Dallas. Outside of his professional responsibilities, Blake and his family are members of Highland Park Presbyterian Church, where he serves on the ushering team. He enjoys coaching his sons' sports teams, reflecting his interest in fitness and family activities.

David Rosado is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been associated with Merrill and Bank of America N.A. since 2002. 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 using model-based and discretionary investment strategies developed by its Chief Investment Office and third-party managers.

Carter O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and other firms in both financial and consulting capacities. He is also associated with Brooke Emily Media, L.L.C., a consulting business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages substantial client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Evan Boff is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 14 years before joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

James Shelton is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1997 and previously worked at 360 Wealth Management, LLC from 2013 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julia Shank is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Highgate Capital Investments and JPMorgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Aubrey Blasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, Blasko worked for Wells Fargo Clearing for one year. Outside of advisory work, Blasko serves on the board of directors for the Mountain Hollow Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Janel Fahey is a Series 66-licensed financial advisor with Raymond James & Associates, based in Duncanville, TX, and has 11 years of industry experience. She has been associated with Raymond James since 2008 and is also involved with AdvoCare since 2012. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.