Alexander Watson is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Styre Wealth for two years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Ryan Kneipper is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS Financial Services since 2008. Kneipper serves on the boards of Jonathan's Place and The Episcopal School of Dallas, participating in governance, finance, and event committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across multiple platforms.

Nita Wallace is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she receives compensation for referrals related to home security and automation products and holds oil and gas mineral rights. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Gretchen Fowler is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Shane Stein is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. from 2011 to 2020. Outside of finance, he serves on the advisory board of a start-up developing robotic food kiosks, acts as executive producer for a music recording project, and is a board member of a nonprofit supporting Jewish student life in North Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ashley Bailey is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Craig Swann is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Credit Suisse Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, he serves as Treasurer for the Juvenile Diabetes Research Foundation in Dallas and is the Hunting Chairman for West Lake Club, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Summer Burleson is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. Prior to her advisory role, she worked six years in the Sealy Independent School District and has been associated with Texas Christian University since 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Miguel Arreguin Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Cetera and Fidelity, and he has been affiliated with American Airlines Federal Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various operational and research tools.

John Glover is a financial advisor at Edward Jones in Grand Prairie, TX, holding a Series 66 designation with two years of industry experience. Prior to his current role, he spent several years working in dental practice management, including positions at J. Michael Glover Dentistry, Bond Family Dentistry, and Glover and Braunlin Family Dentistry. He has also been involved with the Southern Baptists of Texas Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices, catering to both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations.

Katharine Myatt is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co and JPMorgan Chase Bank, N.A. alongside her current role. 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 program.

Jon Piorkowski is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Brian Feldman is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Morgan Stanley, having joined in 2025 after 15 years at UBS Financial Services. Feldman is based in Dallas, TX. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning includes structured discovery processes and advanced modeling tools, serving clients through tailored planning and advisory services.

Kevin Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined ten years. Outside of his advisory work, he is involved in several real estate-related activities, including ownership and maintenance of rental and investment properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs utilizing both in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and a variety of specialized services.

Marion Hostetler is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved with an art business in Ovilla, TX, focused on creating and selling artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Shannon Hill is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 26 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she is a managing member and general partner of Rolling Hill Solutions LLC, a consulting and trucking company operated by her spouse. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vanda Pharmaceuticals Inc. and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

Angela Carlson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank NA, and Cain Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by comprehensive firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment programs.

Quinton Kimball is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Actum Wealth Advisors LLC, GENEOS WEALTH MANAGEMENT Inc, and Advanced Financial Planning. Kimball also owns and manages Actum Wealth Advisors, where he provides financial advice focused on retirement planning and investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with its financial advisors.

Jeffrey Piepgras is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing strategies tailored to their individual financial goals and adapting to changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Jeffrey holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Southern Methodist University.