Jacob Ruiz is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he was involved with Robson Property Management LLC and has experience in education from roles at St. Edward’s University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

William Levinson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Goldman Sachs from 2022 to 2026 and had roles at N3I Global Macro Fund and The University of the South. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

Allison Williams is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She joined UBS in 2024 after eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its range of proprietary research, capital markets services, and fiduciary financial planning.

Sharon Stark is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at United Planners Financial Services, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. She is also an author, having written the book "Your Retirement GPS," and is active as an educator, podcast host, and speaker. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio management tailored to client objectives.

Paul Hendershot is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. He serves on the Board of Governors for the Dallas Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations through a range of advisory programs. The firm offers tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers, and features a capital-markets footprint with affiliated asset managers and alternative investment options.

Anthony Loreti is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as executor of a family trust in a trustee capacity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, leveraging a broad capital-markets platform and affiliated asset management capabilities.

Samuel Yonack is a financial advisor at Morgan Stanley in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and Omnicom Media Group, as well as a position at Twentieth Century Fox Film Corporation. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

Taylor Hundley is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of his advisory role, Hundley acts as a trustee for the WC Hundley Family Trust. 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, combining advisory capabilities with non-advisory financial products and partnerships.

Russell Chaney is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee for family trusts and is a part-owner and secretary of a family-owned agricultural enterprise. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Owen Fuller is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 after prior work experience at Monster Energy and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

David Miller is a financial advisor with OSAIC in Dallas, TX, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior experience includes ten years at Securities America Advisors, Inc., five years at Sunset Financial Services Inc., and two years at Signator Investors, Inc. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across diverse investment products.

Paula Thibodeaux is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been associated with Wells Fargo Clearing since 2018 and has also worked with Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, TX. He brings over 25 years of experience working with institutional investments and high net worth individuals. His role centers on creating personalized financial strategies tailored to individual long-term goals, supported by Merrill's investment insights and Bank of America's lending solutions. Before joining Merrill, Robert served as Chief Investment Strategist for a local CPA firm where he managed client assets exceeding $1 billion. He was responsible for the firm's asset allocation strategy and investment manager due diligence. He also has experience as a discretionary portfolio manager and team leader serving high net worth individuals and trusts at Bank of America. Robert holds the Chartered Financial Analyst (CFA) designation, earned in 2002, a Master of Business Administration from the Thunderbird School of Global Management, and a Bachelor of Arts in Liberal Arts from the University of Oklahoma. He is a member of the Dallas Association of Investment Analysts and participates in community activities including volunteering with the Boy Scouts of America. His personal interests include adventure sports, camping, hiking, and running.

Jesus Gamez is a financial advisor at Merrill in Dallas, TX, holding Series 63 and Series 66 designations with five years of industry experience. His prior experience includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Travis Sullivan Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, previously working at City National Bank. Sullivan serves on the board of the Kraddick Foundation/Kidd’s Kids and is a member of the Dean’s Advisory Board for the University of North Texas G. Brint Ryan College of Business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized advisory programs and integrates investment management with wealth planning, utilizing a range of in-house and third-party managers tailored to clients’ risk profiles.

Jessica Owens is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. She has worked at prominent firms including Goldman Sachs, Merrill, Bank of America, and JPMorgan Chase Bank. Prior to her advisory career, she was employed at SXSW LLC for five years. 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.

Almohannad Alabed is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently an advisor at Edward Jones in Dallas, TX, having joined in 2025. His prior experience includes roles at Fidelity Investments, Resolute Investment Managers, and Kestra Investment Services (Bluespring Wealth Partners). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Ryan Mc Adams is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marica Davis is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She worked at Goldman, Sachs & Co. for 11 years prior to joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies to client goals.