Dylan Ham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Wealth Partners Alliance Family Office and Churchill Mortgage Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured discovery and firm-approved planning tools.

Marty Ballesteros is a financial advisor with Cambridge Investment Research Advisors in Arlington, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has held advisory roles within the Cambridge organization since 2012. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Michael Dao is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, including a brief tenure at Cetera in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanna Cook Garcia is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding Series 63 and Series 66 licenses and offering 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously was with Chase Investment Services Corp. from 2005 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative manager due diligence and focuses on customized asset allocation advice while clients retain final decision-making authority.

Sai Tanvi Yeccaluri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Advanced Micro Devices, Factset Research Systems Inc, and Intel Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

David Greene is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015, following five years at Credit Suisse Securities. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Hunter Ricks is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various JPMorgan entities since 2019. His background includes positions at Q Investments, Texas Christian University, and a technology startup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. 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 a range of advisory programs with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on each client's Advisory Risk Profile.

Eleni Feleke is a Financial Advisor at Merrill Lynch Wealth Management based in Dallas, Texas. She works closely with a diverse clientele including entrepreneurs, corporate executives, and multi-generational families. Eleni focuses on areas such as education planning, equity compensation services, family wealth management strategies, managing new wealth, and women and wealth. She helps clients develop custom strategies by leveraging resources in capital markets, managed solutions groups, and external asset managers. Her services include investment and risk management, tax minimization, credit and lending through Bank of America, income and liquidity management, estate planning, wealth transfer, and philanthropic endeavors. Eleni holds several FINRA registrations including Series 7, 63, 66, 24, 9, and 10. She has earned professional designations including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Brandeis University. Originally from Denver, Colorado, Eleni now resides in Dallas with her husband and their Catahoula Leopard mix, Bella. She participates in volunteer activities including Habitat for Humanity and events that support disability advocacy and inclusion. In her free time, Eleni enjoys gardening, hiking, swimming, traveling, yoga, and spending time with her family.

Brian Marks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having started his career in 2000 as a consultant and high school coach before transitioning to wealth management in 2004. Brian specializes in developing personalized financial strategies and providing investment guidance tailored to the needs of individuals, families, and businesses. His areas of expertise include corporate executive services, education planning, executive and equity compensation, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Brian holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Texas A&M University. Outside of his professional life, Brian is active in the community, supporting organizations such as Silverlake Elementary, Faith Christian, and the Dr. Roger E Marks Healthcare Foundation. He enjoys spending time with his wife Jennifer and their four children in Grapevine, and participates in activities like basketball, biking, football, golfing, music, running, and swimming.

Juliana Lu is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to her current role, she has experience working at firms including Gest'Assur and Saville CPAs & Advisors, and has had involvement with local organizations such as the Dallas Chinese Community Center and the DFW World Affairs Council. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a range of derivatives and commodities capabilities not commonly found in similar institutional advisory programs.

Reid Randecker is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously affiliated with Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs while providing ERISA fiduciary services to qualified plans.

Angela Spirtos is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Juan Pablo Arias Bello is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding a Series 66 designation with five years of industry experience. He previously worked at Credit Suisse for five years and at JPMorgan Servicios SA for three years before joining J.P. Morgan Securities and Jpmorgan Chase Bank NA in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG criteria within its investment recommendations.

Brian Blake is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he acts as trustee for several family trusts established to manage assets for his children’s future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.

Stanley Schiewe is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera in Bedford, TX. He has held various roles at firms including Avantax, Northern Lights Distributors, Sierra Investment Management, and others. He also serves as a financial advisor with Roadmap Wealth Management, providing services such as retirement planning, estate planning, and investment portfolio reviews. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers.

Iker Pimienta is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cetera Advisor Networks and AXA Advisors. He is currently based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to portfolio construction.

Dade Lyons is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Charles Schwab, the Credit Union of Texas, and Eskimo Hut. Lyons also has experience working in educational and recreational settings such as the University of North Texas, Frassati Catholic High School, and The Woodlands Country Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.