Courtney Acarregui Tavangaran is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. She has worked within various divisions of J.P. Morgan since 2016. Outside her advisory role, she serves as a board member and Finance Committee participant for the Dallas Area Habitat for Humanity. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates with a range of distinctive regulatory registrations within the broader J.P. Morgan organization.

Scott Glaser is a Series 66-registered financial advisor with Morgan Stanley in Dallas, Texas, bringing 11 years of industry experience. He has been with Morgan Stanley since 2014 and also serves as a trustee/co-trustee in a trust located in Clarence, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Heather Fuhr is a Series 66 licensed financial advisor with 15 years of industry experience. She is currently with J.P. Morgan Securities and has prior experience at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, she is a partner in Six Strong Prarie LLC, a family-owned real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its wealth advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Mason Adams is a financial advisor at J.P. Morgan Securities with seven years of industry experience and a Series 66 designation. His career includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities, LLC, and Oppenheimer. He is based in Dallas, TX. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bradley Wilson is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Wilson has taught a continuing education course on personal finance at Southern Methodist University and serves as an investment committee member for Friends of the Dallas Public Library. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Queen 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 been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored investment solutions.

Christy Cerralvo is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Andrew O'Daniel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and models.

Mark Cannon is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Cannon serves as treasurer of the Watson-Stringer Building Owners Association and has held leadership roles with Broadway Dallas. He is also involved in managing several business entities related to his financial planning practice and holds oil and gas mineral rights inherited from his family. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniella Chung is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has been with UBS since 2026. Prior to her advisory role, she worked in various positions including at Prodigy Volleyball Academy and StarPro Physical Therapy. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions for clients.

Viktor Szucs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes roles at Bank of America, Merrill, Morgan Stanley, and Illimina Capital Management. Outside of his advisory work, he is the owner of a small private LLC that holds personal vehicles. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates under multiple regulatory registrations.

B. Seastone is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and owns a consulting firm, Seastone Consulting LLC, as well as managing a car-collection LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

Karin Stewart is a financial advisor with Osaic and holds a Series 66 designation. She has 23 years of industry experience, including roles at Woodbury Financial Services, Questar Capital Corporation, and American United Life. She is also CEO of Capital Portfolios LLC, where she sells and services insurance products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced asset-allocation tools and manages portfolios that may include a variety of investment types on both discretionary and non-discretionary bases.

Richard Terrill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2023. Prior to joining UBS, he spent 19 years at LPL Financial. He is also involved with LTCI Partners, a non-variable insurance business. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Allison Eagles is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Fidelity Investments for two years and has held various roles including at McClain Bank and the Carmen Eagles Farmers Insurance Agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Donald Bickham is a financial advisor with Merrill based in Dallas, TX. He holds the Series 66 designation and has experience at Merrill and Bank of America, N.A. since 2026. His background also includes multiple roles at the University of Arkansas and prior work at Calvary Baptist Academy. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Lehman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Panagiotis Nikakis is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, he worked at Equitable Advisors and Eagle Consulting Group. He also has experience in university administration roles at Ashland University. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.

Ana Babic is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at BNY Mellon and Nationwide Title Clearing Inc. She is also employed by JPMorgan Bank, enabling her to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.