Robert Segovia is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. The firm is a full-service wealth management provider serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors. Edward Jones manages approximately $1.01 trillion in assets and features capabilities that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.

Kevin Firkus is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 18 years of industry experience. His prior work includes roles at Allstate Insurance Company, ProEquities Inc, and Protective Life. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Cindy Lewis is a financial advisor with RBC Capital Markets based in Dallas, TX. She holds Series 63 and Series 66 designations and has 32 years of industry experience. Her career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs and portfolio management services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Joan Mason is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Since 2009, she has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. She is also involved with Mason Aerospace Consultants LLC, a consulting firm based in Dallas. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

David Siegel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with J.P. Morgan since 2018 and previously at TD Ameritrade from 2016 to 2018. Outside of his advisory role, Siegel plays guitar in a band that performs live on weekends. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Valenzuela is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining LPL Financial and establishing Valenzuela Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

Heather Hampshire is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies and serves individual, high-net-worth, pension, corporate, and charitable clients.

Alexander Nierling is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his financial advisory role, he is a passive owner of a car dealership, Vaquero Motors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jamie Buzzard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved as an investor and partner in various non-investment businesses, including event services and automotive parts. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer and investment adviser registrations, offering services on a non-discretionary basis while clients retain final decision-making authority.

Dustin Ripley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Dallas, TX, bringing 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Goldman Sachs & Co. from 2016 to 2018. He is also an officer (Lieutenant Colonel) in the United States Air Force Reserve, serving as a Liaison Officer focused on disaster response preparedness in Oklahoma. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Nechemia Proter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Cetera and its affiliates since 2013 and is involved in various outside businesses, including ownership and management roles in insurance agencies and risk management consulting, as well as trustee responsibilities for employee benefit programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including both discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jacob Ahrberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan entities since 2022. His prior experience includes a position at Kanakuk Ministries and Contango Oil and Gas, as well as a brief tenure in the Oklahoma State Senate. 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 manager due diligence. The firm’s approach includes an ESG eligibility framework and offers non-discretionary services through a specialized group of Wealth Advisors.

Thomas Grier is a financial advisor at LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Albin Zrile is a financial advisor with J.P. Morgan Securities in Midlothian, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2005. Outside of his advisory role, he is a property owner involved as a landlord. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Gregory Galbraith is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer and secretary for CG Family Investments LP. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supplemented by in-house research and third-party sub-advisers.

Antonio Fernandez is a Series 66 licensed financial advisor with J.P. Morgan Securities in Dallas, TX, where he has worked since 2023. He has two years of industry experience and previously held roles at JPMorgan Chase Bank, Charles Schwab Independent Branch, and Mobile Showroom Detailing LLC. Fernandez serves as Treasurer and a board member of Your Mission, a Texas-based religious and charitable nonprofit. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Bennett II is a CFP® professional with eight years of experience in financial services. He currently works at Edward Jones and previously held roles at The Vanguard Group, Northwestern Mutual, and Keller Williams. Bennett serves as president of Combat Wounded of Texas, a nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Watkins Jr. is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory work, he is the owner of Drecon LLC. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations supported by third-party asset managers.