Leslie Stephenson is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Oppenheimer & Co. Inc. and Familywealth Asset Management. Leslie also serves as a notary in Dallas, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and employs various portfolio management strategies supported by advanced operational tools.

Myron Bond is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 1968. Outside of his advisory role, he manages a cattle ranch through Four Bees Ranch Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.

Taylor Hammond is a financial advisor at Raymond James & Associates with five years of industry experience. He previously worked at The Vanguard Group, NYLIFE Securities LLC, and New York Life Insurance Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

Bryce Unck is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and 65 credentials and bringing 20 years of industry experience. His work history includes roles at LPL Financial since 2012, with prior experience at First Allied Advisory Services and Orion Portfolio Solutions. 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 advisory and brokerage services, including financial planning and institutional platforms, utilizing various investment strategies and technologies to support its network of over 22,800 advisors.

Cody Barrick is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2015, and previously held positions at Deutsche Bank Securities Inc. and Lehman Brothers Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Howell Harralson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 63 designation with 56 years of industry experience. He has been with UBS since 1985. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Alan Vorwald is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Outside of his advisory role, he is involved as an owner of a real estate business, Old Dollar Road, LLC, based in Sun Valley, ID. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Mc Kenzie Shields is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, Shields worked at Equitable Advisors and has held roles in various other sectors including retail and education. Outside of financial services, Shields has experience with entrepreneurial and community-related activities such as involvement with Popcorn Papa and work in hospice care. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Jeffrey Markham is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 36 years before retiring briefly and then joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Asher Delisle is a Financial Advisor with Merrill Lynch Wealth Management who works closely with clients to define their financial goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts financial plans as clients' situations evolve. His approach centers on uncovering what matters to clients and their families to create strategies aimed at achieving their financial objectives. Asher specializes in areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Portfolio Management Services, and Retirement Income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Tech University System. He is also associated with Pi Kappa Alpha Fraternity. Outside of his financial advising role, Asher participates in community activities such as hosting a Men's Bible Study. His personal interests include adventure sports, golfing, and rock climbing.

Phebe Etchu is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc., and Personal Capital Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, portfolio management, and market-making activities.

Ryan Woolhiser is a CFA®-credentialed financial advisor with 18 years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, having previously worked at firms including CNR Securities, City National Rochdale, Invesco Distributors, and Oppenheimerfunds Distributor. Outside of his advisory role, Woolhiser owns and manages a short-term rental property listed on Airbnb. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring client engagements around collaborative, goal-focused financial planning.

Kevin Kernan is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Nethery is a Wealth Management Advisor based in Merrill Lynch's downtown Dallas office. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as credentials including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). David joined Merrill Lynch Wealth Management in 1991 and serves a diverse group of affluent clients throughout the United States. David earned his Bachelor of Science in Business from Oklahoma State University, majoring in Accounting with concentrations in economics, finance, and computer science. Prior to his career in wealth management, he spent ten years as a Certified Public Accountant (CPA) working in the Management Consulting divisions of Arthur Andersen & Co. (now Accenture) and Ernst & Young. His approach to portfolio advising is traditional and non-discretionary, focusing on identifying, evaluating, and selecting individual stocks, ETFs, mutual funds, and bonds tailored to each client’s risk profile and objectives. This method provides clients with increased involvement, investment flexibility, and frequent communication. In addition to his professional duties, David volunteers by tutoring students from elementary through high school in underprivileged neighborhoods. He has chaired multiple golf tournaments aimed at raising funds to support college education for underprivileged children and has served on the board of Trinity River Mission, an organization dedicated to educating underprivileged youth in Dallas. In 2023, he was recognized as a member of the Nethery, Johnson & Associates team on the Forbes "Best-in-State Wealth Management Teams" list. David does not provide tax or legal advice in his current role with Merrill Lynch.

Faisal Raza is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Bank of America. He is also the managing member of an investment holding vehicle, Pakam FW LLC. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Zack Skinner is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2019. Prior to joining J.P. Morgan, he held roles at BOK Financial Securities and Mariner Wealth Advisors Oklahoma. 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. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Martin Flahive is a financial advisor with Charles Schwab in Grand Prairie, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 16 years of industry experience, including five years at Charles Schwab and five years at GM Financial. Outside of advising, he has been involved with real estate investment activities through an LLC he manages, which he uses for buying and selling properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a range of advisory and brokerage services through its Schwab Wealth Advisory wrap fee program, combining non-discretionary and discretionary investment management along with centralized custody and operational support.

Brandon Wilk is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth and high school lacrosse players with the Highland Park Lacrosse Association in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies. The firm also offers capital markets services, including principal trading, underwriting, and futures commission merchant activities.

Niva Bhatt is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her advisory role, Bhatt serves as a power of attorney for her blind and disabled sister and consults for a car rental business in Dallas. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.