Michael Danter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Royal Alliance Associates since 2015, First Independent Advisory Services, Inc. since 2010, and has operated as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales through his sole proprietorship. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients via a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Virkeisha Palmer is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked in education with the Escambia County School District for 15 years and has held positions at PFS Investments Inc. and Dixon Transportation Group. She is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies and offers a range of discretionary and separately managed account options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

William Piazza Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and nine years of industry experience. He previously worked at RBC Capital Markets for ten years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Patrick Manion is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 credential. Based in Dallas, TX, Manion has spent much of his career at a leading global financial services firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee estimates as part of its financial planning process.

Jorge Delgado is a Financial Advisor at Merrill Lynch Wealth Management. He leads a wealth management practice focused on portfolio strategy, retirement planning, and tax efficiency. Jorge works closely with clients to understand their priorities and develop plans tailored to their goals. His areas of expertise include equity compensation services, legacy planning, personal retirement planning, individual and corporate investment strategy, and tax minimization. Jorge provides dynamic and ongoing advice and guidance to meet clients' changing needs. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Trinity High School. Fluent in both English and Spanish, Jorge is actively involved in his community through organizations such as Cedar Hill Rotary, Hill City Church, and the Lewisville Badminton Center. Outside of work, he enjoys badminton, golfing, music, pickleball, skiing, spending time with family, watching movies, and woodworking.

Thomas Hawbaker is a financial advisor at Cetera with credentials including PFS™ and Series 63, and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, LLC, and operates Thomas Hawbaker CPA PLLC, a licensed CPA firm providing tax planning and preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party money managers.

Chloe Eubank is a financial advisor with Ameriprise in Coppell, TX, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Equitable Advisors and East West Bank, as well as entrepreneurial work as a nanny. Outside of advising, she is employed as a paraplanner with Geaux Sooners, LLC DBA Luminate, managing advisory business activities. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform.

Cathy Locke is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill since 2009 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Esquivel is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he plays trumpet in a cover band and serves on the investment committee at the University of North Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by analytical tools such as Monte Carlo simulations and Secular Return Estimates.

Alan Henry is a financial advisor at RBC Capital Markets in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as an advisory and oversight committee member at Lakewood Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and combines in-house and third-party investment management with features such as tax management and responsible investing options.

Michael Latham is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has experience working at H.I.G. WhiteHorse for 16 years and CSG Investments, Inc. for one year prior to joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, incorporating a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Alexsandro Angulo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining UBS, he has held a variety of roles including a sales associate and bookkeeper at A.C. Ag Industry, Inc., which provides agricultural services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Joseph Hahn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at MUFG Union Bank, RBC Capital Markets, RBC Wealth Management, and operated his own law office. Hahn is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Barry Kemballcook is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with UBS Financial Services since 1991 and was previously associated with Painewebber Inc. since 1988. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Olivia Sullivan is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked exclusively with UBS and Merrill throughout her career, with five years at UBS and four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Jonah Segovia is a financial advisor with Edward Jones in Midlothian, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at The Fort and was involved in entrepreneurial ventures including Too Many Snakes Ranch and Taylor Feed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Caitlin Katz is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, N.A., The Federal Reserve Bank of Dallas, and Lockheed Martin Corporation. J.P. Morgan Securities 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 large institutional advisory operations with brokerage and investment management capabilities.

Grayson Hill is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions within JPMorgan Chase Bank and involvement with the Nashville Entrepreneur Center and M Street Entertainment Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its investment recommendations.

Matthew Millard is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Merrill from 2009 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Timothy Jamison is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at JPMorgan Chase Bank, N.A. He attended the University of North Carolina at Chapel Hill, where he was involved with the Frank Porter Graham Student Union. 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities through a centralized due-diligence process and an in-house manager solutions team.