Gavin Ricks is a financial advisor with Morgan Stanley based in Dallas, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining Morgan Stanley in 2021, he held positions at several organizations including Clintsman Financial Planning and University Pointe. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and employs a structured financial planning process that utilizes firm-approved tools and methods, supporting tailored client solutions.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Lindsay Dollar is a financial advisor at Merrill with 11 years of experience at the firm and holds the Series 66 designation. Based in Dallas, TX, Dollar has been with Merrill since 2015. 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, implementing trading and account administration supported by internal and third-party investment teams.

Bianca Nicole Huang is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked previously at Saturna Brokerage Services and Saturna Capital Corporation. Her background also includes positions outside finance at Boston University, Giorgio Armani, Bloomsbury Publishing, and Baruch College-City University of New York. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Nyssa Milburn is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, she worked at The Walker Agency and The Center for Transforming Lives. Outside of finance, she coaches Irish dance at the McTeggart Irish Dancers of North Texas, teaching and assisting with competition preparation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies tailored to their evolving financial goals and market conditions. Clark provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Clark earned a Bachelor's Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to life changes in order to help clients position themselves for their desired retirement lifestyle.

Ava Turner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2024. Outside of her advisory role, she has operated The Cookie Factory, a business she managed for five years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brad Thompson is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank deposit and credit products. 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. As part of the broader J.P. Morgan organization, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Robert Moseley is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones Investments for seven years before joining Raymond James in 2021. Outside of his advisory role, he engages in occasional ticket sales through StubHub. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Heard is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee and as a member of the Farmers Branch Planning and Zoning Commission. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Adam Koch is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, NA since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he can offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Erin Benedetto is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2020 and previously spent five years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Courtney Duphorne is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Eileen Corkery is a Series 66 licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously spent seven years at CITI Private Bank. J.P. Morgan Securities 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.

Alexander Galeti Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.

Clayton Young is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2018. Prior to his current roles, he spent three years at the University of Kansas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Arnold is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 26 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 wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.