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.

Paul Cox is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 65 and Series 66 credentials and has been with Morgan Stanley and its affiliated entities since 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and methodologies.

Dennis Holzwarth is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Cetera and previously spent 13 years at Avanatx Investment Services, Inc. In addition to his advisory work, he owns and operates Team One Personnel Services, Inc., which provides payroll and staffing services to local businesses, and Wealth Building Inc., an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Chenell Mc Bean is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Forest Hills Financial Group, and Equitable Advisors. In addition to her advisory role, she is also employed by JPMorgan Chase Bank, where she can offer a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, utilizes forward-looking market assumptions, and supports ESG considerations within a regulatory structure that includes derivatives and commodities capabilities.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Angelique Cruz is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding Series 63 and Series 66 registrations with four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Northwestern Mutual Investment Services, and WWA Integrated Wealth Strategy Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. 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.

Amy Benoit is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Bank of America, Charles Schwab, TD Ameritrade, Fidelity Investments, and Milliman, Inc. She also operated a self-employed travel business for three years. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Jared Kuykendall is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Jared serves as a board member on the Foundation for Tulsa Schools, participating on the Finance & Audit committee that oversees investment strategy and financial policies for the nonprofit’s portfolio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens, qualitative research, and capital market assumptions to develop model asset allocations.

James Koestner is a CFP® professional with 39 years of industry experience. He is currently affiliated with RBC Capital Markets in Dallas, TX, where he has worked since 2020. His prior experience includes roles at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, Koestner serves as president of the Dallas Park Cities Lions Club, leading community activities such as eyeglass screening workshops for underprivileged children. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers personalized investment strategies and multiple advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and a range of investment solutions.

Jonathan Cummings is a financial advisor with LPL Financial in Hurst, Texas, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at InvestaCorp, Securities America Advisors, Equitable Advisors, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Mehari is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America and Shawmut Services, along with various positions outside the financial industry. 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, and institutional entities.

Christina Nuckolls is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has experience in the industry dating back to 2012, including over a decade at SRP Investment Management prior to joining UBS. Outside of her advisory role, she owns the Chris Chandler Collection, an online clothing brand. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to client goals and risk tolerances.

Stacey Beatey is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 registrations with 25 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Timothy Schwarz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and several energy sector companies. He worked for Sulphur River Gathering for three years before entering the financial services field. 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 investors, and institutions.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.