Tadiwa Mujokoto is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 license with one year of industry experience. Prior to joining J.P. Morgan Securities, Mujokoto has worked in various roles including positions at JPMorgan Chase Bank and several retail companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Wilfong is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 37 years of industry experience. He has been with UBS since 2007. Wilfong serves on the Investment Committee of the Board of Directors for The University of Memphis Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Jose De Paz Cuevas is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with college education planning, family wealth management strategies, socially responsible, values-based, and ESG investing, as well as retirement income. He utilizes a personalized planning approach to support clients in building wealth and achieving long-term financial security. Jose holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Southern Methodist University. He is fluent in both English and Spanish.

Saul Onyeuku is a financial advisor with LPL Financial in Red Oak, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He also operates Onyeuku Wealth Strategies, a business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Kyle Kramer is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Bank of America. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nader El Zacuhra Cuadrado is a Resident Director and Wealth Management Advisor at Merrill Lynch. He provides comprehensive financial advisory services focused on helping families preserve assets, manage taxes, plan estates, and navigate retirement income matters. Additionally, he works with entrepreneurs on business growth, employee benefits, cash flow management, concentrated stock, retirement plans, and coordinated exit strategies. Nader takes a collaborative, team-oriented approach to wealth management, engaging specialists such as CPAs, estate attorneys, and M&A professionals to align strategies with his clients’ long-term goals. With over a decade of experience on Wall Street and since joining Merrill Lynch Wealth Management in Washington, DC in 2011, Nader is a CERTIFIED FINANCIAL PLANNER™ professional with several advanced credentials. These include the Certified Private Wealth Advisor (CPWA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a bachelor's degree from Towson University and an MBA from Hofstra University. Nader is fluent in English and Persian. Outside of his professional work, Nader and his family are active members of their community in Alexandria, VA. He is involved with the Tahirih Justice Center and affiliated with the Baha'i Faith. Nader’s personal interests include baseball, basketball, football, golf, and spending time with his family.

Allison Rakes Flora is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC for six years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Nathaniel Mosley is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. He serves as an advisory group member for The Men of Nehemiah, a nonprofit recovery program for addicts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

Lanh Nguyen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Stifel and Barclays Capital Inc. Since 2023, he has been employed by both JPMorgan Securities and JPMorgan Bank, offering a range of bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting.

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with five years of industry experience. Before joining RBC Capital Markets in 2021, he worked for Matador Resources Company from 2014 to 2021. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Julio Silva is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 9 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies like Monte Carlo simulations to support its financial planning process.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Michael Allen is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Yacob is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, with additional experience at Raymond James & Associates, Wells Fargo Clearing Services LLC, and JP Morgan. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ethan Harter is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, operating under a fiduciary standard.

Kenneth Martin is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BBVA Wealth Solutions Inc. and Regions Bank. He is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party managers.