Mason Williams is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Dallas, TX. Outside of his advisory role, Mason volunteers as a firefighter, EMT, and chief at the Cockrell Hill Fire Department. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Buchanan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at UBS Financial Services, Principal Financial Group, and Capital Client Group, Inc. Outside of his advisory work, he is a passive investor in several ventures, including a financing company, a proptech firm, and a local wine bar in Austin. 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 manager due diligence, with recommendations that may include ESG considerations and access to broader derivatives and commodities capabilities.

Gavin Ricks is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Clintsman Financial Planning, University Pointe, and Raiders Pass. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Lindsay Dollar is a financial advisor at Merrill with 11 years of experience at the firm and holds the Series 66 designation. Based in Dallas, TX, Dollar has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, implementing trading and account administration supported by internal and third-party investment teams.

Bianca Nicole Huang is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked previously at Saturna Brokerage Services and Saturna Capital Corporation. Her background also includes positions outside finance at Boston University, Giorgio Armani, Bloomsbury Publishing, and Baruch College-City University of New York. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Nyssa Milburn is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, she worked at The Walker Agency and The Center for Transforming Lives. Outside of finance, she coaches Irish dance at the McTeggart Irish Dancers of North Texas, teaching and assisting with competition preparation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Thomas Clark is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2001. Merrill serves a diverse range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, and brokerage execution services, supported by a deep integration with Bank of America affiliates and a variety of investment strategy options.

Loren Dean Mims is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the US Navy for 11 years. His prior work experience includes a role at Global Dimensions LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ava Turner is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024, as well as various positions linked to country clubs and educational institutions. She also operated The Cookie Factory from 2018 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and custom performance reporting, with clients retaining final decision-making authority.

Brad Thompson is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill and Ameriprise. He is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside his advisory services. 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 incorporates quantitative and qualitative due diligence and offers broader derivatives and commodities capabilities through specialized regulatory registrations.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Robert Moseley is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones Investments for seven years before joining Raymond James in 2021. Outside of his advisory role, he engages in occasional ticket sales through StubHub. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Heard is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and WFG Advisors, among other firms. He serves as a member of the City of Farmers Branch Planning and Zoning Commission and as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Adam Koch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Koch is based in Dallas, Texas. 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 may incorporate an ESG eligibility framework.

Erin Benedetto is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2020 and previously spent five years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Courtney Duphorne is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Eileen Corkery is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, she was with CITI Private Bank from 2014 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process integrates quantitative and qualitative due diligence and focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Alexander Galeti Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.