Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility in its recommendations.

Alexander Durham is a Series 66 licensed financial advisor with LPL Financial in Dallas, TX, and has two years of industry experience. He attended Texas Christian University and Southern Methodist University prior to his current role. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad financial services structure.

Jacob Wright is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Abilene Country Club and has experience in customer service roles. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Trevor Hoyt is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Actum Wealth Advisors, Geneos Wealth Management, Prudential Insurance, and the U.S. Senate. He is also involved in a church assignment with the Church of Jesus Christ of Latter-day Saints, where he assists with handling tithing contributions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides customized retirement planning and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and external data within a managed account framework tied to Ameriprise-affiliated investment options.

Tracy Green is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2021, Green worked for TIAA and TIAA-CREF from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial planning and portfolio management solutions.

Jessica Weber is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously held roles at JPMorgan Chase Bank and other firms. Weber also has experience working with Renegade Swish LLC and Q Investments. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jensen B. Moock is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has written a fictional novel and is in the process of signing a publishing contract. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including trading, underwriting, research distribution, and affiliated lending programs.

James Aghayere is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Thane Alex Swisher is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017, following a prior role at Midland Financial Co. He is involved in managing multiple planning practices under entities including Geaux Frogs and Geaux Eagles, as well as serving as an Associate Financial Advisor with Geaux Sooners, LLC DBA Luminate. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Way Sr. is a Series 66-licensed financial advisor at Edward Jones in Arlington, TX, with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Johnson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, following a one-year tenure at PNC Wealth Management. Outside of his advisory role, he was involved with CrossFit 214 for 10 years. 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, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Marty Ballesteros is a financial advisor with Cambridge Investment Research Advisors in Arlington, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has held advisory roles within the Cambridge organization since 2012. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Michael Dao is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, including a brief tenure at Cetera in 2016. 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 program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanna Cook Garcia is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding Series 63 and Series 66 licenses and offering 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously was with Chase Investment Services Corp. from 2005 to 2012. 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 manager due diligence and focuses on customized asset allocation advice while clients retain final decision-making authority.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

David Greene is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015, following five years at Credit Suisse Securities. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering deposit and credit products. 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 incorporates ESG eligibility frameworks in its recommendations.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various JPMorgan entities since 2019. His background includes positions at Q Investments, Texas Christian University, and a technology startup. 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 searches, and customized performance reporting, with clients retaining final decision-making authority.