Jacob Tippit is a financial advisor at RBC Capital Markets based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, Bond Financial, Watermark Home Loans, and Lakeside Equity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Jamar Miller is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities at Fidelity and affiliated firms since 2005. Outside of his advisory role, he owns and manages a family property LLC in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing diversified portfolios.

Sneh Raghu is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining Morgan Stanley in 2026, Raghu worked at CAIS Capital LLC, Leucadia Asset Management LLC, Jefferies LLC, Merrill, LPL Financial LLC, and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Hunter Henry is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He worked at Goldman Sachs for 18 years before joining UBS in 2019. Outside of his advisory role, Henry owns and operates Game Creek Farm, a livestock ranch, and serves as managing member and board director of MoveTheMtn LLC, a clothing company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Mitchell Saltzstein is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within a broader broker-dealer and banking organization.

Dylan Birch is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work history includes service with JPMorgan Chase Bank and the U.S. Army. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary advice through a select group of Wealth Advisors.

James Wade is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, alongside operating Jim Wade Enterprises Inc. Since 1977, he has also maintained a tax practice and serves as an election judge in Dallas County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Tracy Holt is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining RBC in 2017, Holt worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and custody services.

Matthew Doucette is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Apella Wealth and was involved with Mansfield Drive in Theatre and Marketplace. He also spent several years in educational roles at the University of Connecticut, Glastonbury High School, and Smith Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.

Leslie Stephenson is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2022, Leslie worked at Oppenheimer & Co. Inc for six years and Familywealth Asset Management for two years. Leslie also serves as a notary in Dallas on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

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.

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 with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 57 years of industry experience. He has been with UBS Financial Services since 1985, totaling over 40 years at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor strategies 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 with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Raymond James, Shields worked at Equitable Advisors and has diverse experience including roles at FIG - The Block Showroom and Beyond Faith Hospice. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

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.

Phebe Etchu is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 designations with 13 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 a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Lisa Bordelon is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds the Series 66 credential and has worked with Raymond James and its affiliated firms since 2013. Bordelon is also president of Bordelon Capital Wealth Management, a support company she owns. Additionally, she is involved in life insurance sales through Lockton Affinity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.