James Aghayere is a financial advisor at LPL Financial in Arlington, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where he worked for a combined 13 years. Outside of his advisory work, he has a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Thane Alex Swisher is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017, following a prior role at Midland Financial Co. He is involved in managing multiple planning practices under entities including Geaux Frogs and Geaux Eagles, as well as serving as an Associate Financial Advisor with Geaux Sooners, LLC DBA Luminate. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Way Sr. is a Series 66 licensed financial advisor with Edward Jones in Arlington, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Johnson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his advisory role, he was involved with CrossFit 214 for ten years. 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 affiliated brokerage and investment management capabilities.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Marty Ballesteros is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has also acted as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides flexible investment solutions across multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features tied to its scale.

Michael Dao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 applying an ESG eligibility framework in its investment process.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanna Cook Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yeccaluri held roles at JPMorgan Chase Bank, N.A., Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation, and attended Vanderbilt University and Santa Clara University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Greene is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities 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, offering a non-discretionary program that relies on a centralized due-diligence framework.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various J.P. Morgan entities since 2019. Prior to joining J.P. Morgan, he was employed at Q Investments and held roles related to Texas Christian University and FuntashtTech. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support its recommendations.

Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on each client's Advisory Risk Profile.

Eleni Feleke is a Financial Advisor at Merrill Lynch Wealth Management. She works with a diverse clientele that includes entrepreneurs, corporate executives, and multi-generational families, focusing on areas such as education planning, equity compensation services, family wealth management strategies, managing new wealth, and women and wealth. Eleni holds several FINRA registrations including Series 7, 63, 66, 24, 9, and 10. She has also earned professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from Brandeis University. In her role, Eleni assists clients with investment and risk management, tax minimization, credit and lending through Bank of America, income and liquidity management, estate, wealth transfer, and philanthropic endeavors. Originally from Denver, Colorado, Eleni now resides in Dallas with her husband and their Catahoula Leopard mix, Bella. She is involved in community activities, including Habitat for Humanity and various events focused on disability advocacy and inclusion. In her free time, she enjoys gardening, hiking, swimming, yoga, traveling, and spending time with her family.

Juliana Lu is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Saville CPAs & Advisors, and experience with community organizations such as the Dallas Chinese Community Center and the DFW World Affairs Council. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Angela Spirtos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 license and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also serves as an employee of JPMorgan Chase Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm integrates large-scale institutional advisory capabilities with brokerage, distribution, and investment management functions.

Juan Pablo Arias Bello is a Series 66-licensed advisor with five years of industry experience, currently with J.P. Morgan Securities in Dallas, TX. His prior roles include positions at JPMorgan Servicios SA and Credit Suisse. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Blake is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he acts as trustee for several family trusts established to manage assets for his children’s future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.