Iker Pimienta is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds Series 65 and Series 63 designations and has seven years of industry experience. His prior roles include positions at Cetera Advisor Networks and AXA Advisors. 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 in their recommendations.

Sarah Beatty is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she held various roles including positions at the University of Arizona, PK Financial Strategies LLC, and C.O.R.E Marketing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

David Price is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PFS Investments Inc and Johnson Controls, Inc. He is also involved in mortgage and real estate services with United Real Estate of Kansas City. 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 and financial planning services with both discretionary and non-discretionary management options.

Gavin Gold is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining UBS, he worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside finance such as at The Posse East and involvement with Big TX Wellness and Delta Delta Delta. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Bryan Keever is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he oversees business operations and strategic vision for BCK Management Services LLC, a financial services business management firm he owns. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, non-discretionary recommendations using research-driven models and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

Fiyinfoluwa Esho is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining JPMorgan, Esho held various roles at Cornell University and other organizations. J.P. Morgan Securities LLC 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 in its recommendations.

Alexis Colon is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Neuberger Berman, and Fidelity Brokerage Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Lily Hollis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Stifel Financial, and Evereve Boutique. 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 affiliated brokerage, distribution, and investment management capabilities.

Robert Gryfinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase in various capacities since 2017, including a prior two-year service in the U.S. Army. Outside of finance, he is a silent minority investor and partner in Rose Bridge Estate, an event venue in Austin, Texas. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Charley Ford III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions within J.P. Morgan Chase and its affiliated entities since 2016. Ford holds Series 63 and Series 65 designations and operates out of Dallas, Texas. J.P. Morgan Securities LLC 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.

Bruce Cacho Negrete is a financial advisor at Raymond James & Associates in Dallas, TX, holding a Series 66 designation with 19 years of industry experience, all with Raymond James & Associates since 2007. He serves as a board and committee member of The Giving Exchange, a nonprofit focused on assisting youth in Africa, where he contributes financial expertise. 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 charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and research support.

Chad Whitney is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for 16 years before joining UBS in 2019. Outside of his advisory role, he invests with Element Property Company, a multi-family real estate investment firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Reece Morrison is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining LPL Financial in 2023, he spent over two decades at Pfs Investments Inc and Primerica Financial Services. 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 range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Randy Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 1996. He leads the Executive Planning segment and focuses on delivering financial strategies tailored to long-term wealth plans. Randy has expertise in equity awards, retirement planning, and helps clients navigate volatile markets as they approach retirement and beyond. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also certified as a Portfolio Manager through Merrill Lynch's Investment Advisory Program. Randy graduated from Texas Tech University with a bachelor's degree in business. He resides in Plano, TX, with his wife Hollie and their four sons. Outside of work, Randy volunteers by coaching his sons' sports teams, including baseball, soccer, and basketball.

John Brimer is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and possessing 17 years of industry experience. His career includes roles at firms such as Cetera Wealth Services and Avantax Advisory Services. Outside of advising, he participates in sanctioned drag racing events nationwide and serves as President of a public accounting firm. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

John Ross is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from multiple sources.

James Jennings is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Chase Bank since 2005. 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 large institutional advisory operations with brokerage and investment management capabilities.

John Watson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and several other firms. He has also spent four years studying at the University of Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Sheulki Shin is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.