Yaphet Tadesse is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Manion is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 credential. Based in Dallas, TX, Manion has spent much of his career at a leading global financial services firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee estimates as part of its financial planning process.

Chloe Eubank is a financial advisor with Ameriprise in Coppell, TX, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Equitable Advisors and East West Bank, as well as entrepreneurial work as a nanny. Outside of advising, she is employed as a paraplanner with Geaux Sooners, LLC DBA Luminate, managing advisory business activities. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform.

Cathy Locke is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill since 2009 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Esquivel is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he plays trumpet in a cover band and serves on the investment committee at the University of North Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by analytical tools such as Monte Carlo simulations and Secular Return Estimates.

Alan Henry is a financial advisor at RBC Capital Markets in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as an advisory and oversight committee member at Lakewood Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and combines in-house and third-party investment management with features such as tax management and responsible investing options.

Richard Smith Jr. is a CFP® professional with 31 years of industry experience, currently advising at Cetera. He has held various roles at Cetera and Avantax, and owns Smith Financial & Associates PC, where he provides tax preparation and financial services. Outside of his advisory work, he coaches nonprofit youth baseball and manages related nonprofit activities. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services.

Michael Latham is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has experience working at H.I.G. WhiteHorse for 16 years and CSG Investments, Inc. for one year prior to joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, incorporating a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Alexsandro Angulo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining UBS, he has held a variety of roles including a sales associate and bookkeeper at A.C. Ag Industry, Inc., which provides agricultural services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Joseph Hahn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at MUFG Union Bank, RBC Capital Markets, RBC Wealth Management, and operated his own law office. Hahn is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Barry Kemballcook is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with UBS Financial Services since 1991 and was previously associated with Painewebber Inc. since 1988. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Olivia Sullivan is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked exclusively with UBS and Merrill throughout her career, with five years at UBS and four years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Caitlin Katz is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, N.A., The Federal Reserve Bank of Dallas, and Lockheed Martin Corporation. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Grayson Hill is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions within JPMorgan Chase Bank and involvement with the Nashville Entrepreneur Center and M Street Entertainment Group. 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 for its investment recommendations.

Matthew Millard is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Merrill from 2009 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Timothy Jamison is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at JPMorgan Chase Bank, N.A. He attended the University of North Carolina at Chapel Hill, where he was involved with the Frank Porter Graham Student Union. 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 brokerage, distribution, and investment management capabilities through a centralized due-diligence process and an in-house manager solutions team.

Jonathan Stearns is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009, following a two-year tenure at Edward Jones. Outside of his advisory work, he is involved with First American Insurance Underwriters as a non-variable insurance agent. 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 range of financial planning and portfolio management services, utilizing a broad network of investment adviser representatives who implement various investment strategies across discretionary and non-discretionary accounts.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining J.P. Morgan Securities, he worked at BMI Group, LLC and has experience related to the James Wilhoit Kicking Academy and academic roles at the University of Tennessee and Indiana University. 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 its investment approach.

John Carpenter is a financial advisor at Stifel with Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Bank of America, NA from 2009 to 2020 before joining Stifel in 2020. Outside of his advisory role, he is involved as a co-owner and coach in a baseball training business, Next Level Sports Group, in Dallas. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael O Donnell is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and five years of industry experience. He has previously worked at Equitable Advisors LLC and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and services.