Ana Infante is a financial advisor at Stifel in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through asset allocation and planning analyses.

John D'annunzio is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he co-owns JCLB Holdings LLC, which manages family private investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its advisory services.

Jason Holland is a CFP®-designated financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory work, he offers certain bank products and services through JPMorgan Bank. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Leach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and Prince Perelson. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee analyses in its financial planning process.

David Fitzgerald is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank since 2014. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Samantha Means is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, she worked at Equitable Advisors and has experience in educational and hospitality roles. She is also involved with Geaux Sooners, LLC DBA Luminate, assisting in financial planning and client services as part of her business activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Phillip Smith is a financial advisor with Edward Jones in Mesquite, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013 and also operates Smith & Co. Appraisals, Inc., a business he has been involved with since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joon Ha Jang is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at C2 Education and Epic Systems, and completed his education at Bowdoin College. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Genevieve Cannon is a financial advisor at UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she worked at Newburyport Bank and has experience in public service with the New Hampshire Liquor Commission. Outside of finance, she was involved with The Mushroom Hut LLC and has a background in education at the University of New Hampshire and local schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Brant Ferguson is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. Ferguson serves on the Foundation Investment Committee for the Circle Ten Council of the Boy Scouts of America, providing asset allocation and investment opinions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Genie Mcgee is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial since 2022 and previously held roles at New York Life and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Thomas Merkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1994 and holds the Professional Investment Advisor (PIA) designation. Mr. Merkel graduated from the University of North Carolina at Chapel Hill with a bachelor's degree in Economics. He is certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. His focus includes liquidity events for high net worth individuals and stable asset management strategies. He takes a comprehensive approach in working with clients to address assets, liabilities, wealth structure, retirement, and wealth management planning. In addition to his professional responsibilities, Thomas Merkel has served and continues to serve on the boards of various faith-based and non-profit organizations. He resides in Dallas with his wife, Sue, and their four children.

Andrew Spillman is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked at various Raymond James entities since 2008. Outside of his advisory roles, he is the owner of The Art Menu LLC, a business unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning based on risk profiling and analytical modeling and supports clients through various advisory programs and institutional consulting services.

Caleb Belk is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Banah Advisory and Guidestone Financial Resources. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jarrell Prince is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Vaughn is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She has been with J.P. Morgan Securities since 2005 and has also worked at JPMorgan Chase Bank, N.A. since 2001. Vaughn holds the Series 63 and Series 66 designations and is based in Dallas, TX. 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.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Alana Loy is a Series 66 registered financial advisor at UBS Financial Services in Dallas, TX, with one year of industry experience. Her prior roles include positions at ACORE Capital, Morgan Stanley, and various service and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of investment and capital markets solutions.

Angela Graham West is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Orion Wealth Management, Oppenheimer, Raymond James, and First Command. Outside of advising, she is a non-profit board member at Kansas State University, hosts the Republican Coffee Corner podcast, and co-owns a patent through Tap2Space. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering services to individuals, retirement plans, 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 broad range of investment strategies.

Christopher Halstedt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2024. Halstedt serves as a trustee for a Charitable Lead Annuity Trust focused on managing assets for charitable purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.