Kathryn Carroll is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 license with two years of industry experience. Her career includes roles at Deloitte, Formos Consulting, and Pattillo, Brown & Hill, L.L.P. She also spent time at JPMorgan Chase Bank, N.A. and JPMorgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and integrates ESG criteria within its investment recommendations.

Aspen Reid is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS, Reid worked at Ming Entertainment and attended the University of Alabama. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and customized portfolio solutions.

David Wire is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2020. Outside of advising, he owns Wire Consulting Group, a marketing and consulting business based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Christopher Palamara is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has 12 years of experience in the financial industry, currently serving as a financial advisor at UBS Financial Services. His prior roles include positions at J.P. Morgan Securities, Merrill, Kestra Financial Services, and TD Ameritrade. 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 provides a range of solutions, including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Dominic Young is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A., and Merrill since 2014. He is based in Fort Worth, Texas. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tucker Wadkins is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. Prior to joining UBS in 2021, he worked at the PGA Tour from 2017 to 2020 and held positions at Bank of America and Merrill in 2016 and 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Grace Knudson 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, she held roles at UBS Financial Services and Gartner Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Stetson Saunders is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Di Nucci is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 10 years of industry experience. He is currently affiliated with J.P. Morgan Securities and has previously worked at Fidelity Investments and Discount Dorm Dealer LLC. He is also the owner and partner of Princeton Legacy Partners, LLC, an LLC established to pool family capital for passive investments in private companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Mark Mc Connell is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds the Series 63 designation and has worked at Merrill from 1995 to 2009 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has been employed since 2009 and 2010, respectively. 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 through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Christian Cadena 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 previously at Bank of America, Merrill, Capital One Investing, and TD Ameritrade. Cadena is based in Dallas, TX. 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 screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Michael Hohenberger is a CFP® professional with over 31 years of experience in financial services. He is currently with Wells Fargo Advisors in Dallas, TX, having joined the firm in 2022 after nine years at JPMorgan Securities LLC. Outside of his advisory work, he manages a real estate business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing research and planning tools to provide tailored recommendations across a broad range of planning areas.

John Thompson Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and external investment managers.

Molly Edwards is a CFP® professional with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Dallas, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. 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 combines quantitative and qualitative research, with recommendations incorporating an ESG eligibility framework and supported by affiliated implementation services.

Sterling Piepgrass is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

Brandt Manns is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at AEP Ohio/Pike Engineering and Ace Hardware Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutions.

Elise Bell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked with both JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to her advisory career, she was employed at Eastern General Realty and attended the University of Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

James Haggin II is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Richmond National, Ticketmaster, Dakota, and JPMorgan Chase Bank, N.A. 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 employs a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Duran Allen is a financial advisor with LPL Financial based in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. His career includes prior roles at Cetera, Valic Financial Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Allen is also associated with American Airlines Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Tyler Gulbas is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Equitable Advisors and MDB Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG factors and broader derivatives and commodities capabilities.