Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Delicia Britton is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020, following prior roles at Charles Schwab and Fidelity Brokerage Services. 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 including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Samuel Harrell is a financial advisor with Morgan Stanley in Dallas, TX, holding the Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a committee member for the National Kidney Foundation, participating in quarterly calls focused on public education and training related to kidney disease. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm offers tailored planning programs supported by structured discovery processes and uses various modeling tools to assist clients in planning outcomes.

Jessica Flores is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2023. Outside of her advisory role, Flores is an instructor at the Woodside Pony Club in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Bradley Sochowski is a financial advisor at UBS Financial Services in Los Angeles, CA, with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, he worked at UCLA from 2014 to 2018. 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, offering a broad range of capital markets and advisory services.

Angela Harris is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America Corporation and Hightower Advisors. Angela is based in Dallas, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kurt Simmons is a financial advisor with LPL Financial in Dallas, TX, holding a Series 63 license and over 30 years of industry experience. He previously worked at Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Services, and has been involved with McDonald and Simmons PC since 2000. Simmons also owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide array of advisory and brokerage services supported by advanced operational and research tools.

Patrick Doyle is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Aspen Capital and positions associated with the University of Texas. 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 and applying an ESG eligibility framework in its recommendations.

Emily Krivacek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney from 2009 to 2017. She is also employed by JPMorgan Bank, where she can offer certain bank products and services including deposit and credit products. J.P. Morgan Securities 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 a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Bee Chee is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Flanagan is a financial advisor at Morgan Stanley in Dallas, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Robert Hendren Jr. is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1986 and concurrently with Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Thomas Mc Bride is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Merrill since 1992 and concurrently with Bank of America since 2009. Outside of his advisory work, Mc Bride serves as a trustee for Providence Christian School, is a general partner in Lukirain Partnership L.P., and holds board roles with the Dallas Council of Charitable Gift Planners and the Dallas Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Wolczko is a financial advisor at J.P. Morgan Securities with Series 63 and 65 credentials and four years of industry experience. His prior work includes roles at UMB Bank, PNC Bank, and BNY Mellon. 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 and applying an ESG eligibility framework in its recommendations.

John Hill Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James & Associates for 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Buchanan, Sr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 43 years of industry experience. He worked at UBS Financial Services for 25 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. Outside of his advisory role, Buchanan is involved in several business ventures including ownership in a restaurant coupon financing company and a manufacturing firm producing craft cocktail ice. 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 a non-discretionary advisory model. The firm combines institutional advisory with broker-dealer and investment management capabilities as a subsidiary of J.P. Morgan.

Carter Stansbarger is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Hilltop Securities and has held various roles at Cedar Ridge Country Club and the University of Oklahoma. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools for its planning services and offers a broad range of retail and institutional investment solutions.

Monica Snapka is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 credentials with six years of industry experience. She has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2015. 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 manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jordan Dowling is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and Penney, Murray & Associates. Outside of his advisory role, he is involved with Geaux Sooners LLC, DBA Luminate, where he serves as a Client Service Specialist managing advisory business operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered in partnership with financial advisors. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.