Jeremy Silvas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, each for seven years. Outside of his advisory work, he manages a household employer arrangement related to caregiving for his disabled son. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.

Stephanie Vaughn is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2005 and has worked at JPMorgan Chase Bank, N.A. since 2001. 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 an ESG eligibility framework.

Timothy Mebane is a financial advisor based in Mansfield, TX, affiliated with LPL Financial. He holds Series 63 and Series 65 designations and has 33 years of industry experience, including over two decades with LPL Financial and its predecessor firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Angela Graham West is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior roles include positions at Orion Wealth Management, Oppenheimer, and Raymond James. Outside of advising, she is a member of the Kansas State University nonprofit board and co-owner of a patent through Tap2Space. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios, research, and technology-driven strategies.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, FedEx, and several years at T-Mobile. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor at Primerica Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AT&T for 23 years. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure in its investment approach.

Christopher Halstedt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2024. Halstedt serves as a trustee for a Charitable Lead Annuity Trust focused on managing assets for charitable purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of advising, he is involved in a farming LLC established to hold hunting property for personal use. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diversified client base, including individuals, institutions, pension plans, and charitable organizations, and offers a range of financial planning and consulting services through multiple portfolio management styles and affiliated research.

Colin Boddicker is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Texas Capital Bank Private Wealth Advisors, and Raymond James Financial Services Advisors. Outside of his advisory work, he is involved with Texas Christian University in a publishing capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Patricia Thompson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Devening is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. He serves as a trustee for multiple insurance-related trusts. 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 combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Leslie Tollen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients primarily in an advisory capacity.

Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.

James Bank is a Financial Advisor at Merrill Lynch Wealth Management with eighteen years of experience in wealth management and institutional financial services. He began his career as a publishing research analyst covering small-cap industrials at Sidoti & Co. and later Citigroup. He then joined UBS Wealth Management as an equity specialist and advanced to serve as Head of Equity & Debt Syndicate and Head of UIT Sales & Product Development before his current role at Merrill. James holds a Bachelor of Arts degree from Pennsylvania State University and an MBA from the Fordham University Gabelli School of Business. He maintains FINRA Series 7, 24, 63, 66, 79, 86, and 87 registrations and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, James has interests in adventure sports, cooking, fishing, football, hunting, ice hockey, skiing, and spending time with his family.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

James Gernand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at Wells Fargo in various capacities from 2011 to 2017. Outside of his advisory role, he owns two small businesses related to his personal hobbies: Gernand Outdoors, focused on kayak, boat, and fishing tackle rigging, and Gernand's Woodcraft, which sells woodworking projects. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Ra Shad Adkison is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked in various roles within J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. prior to his current position. Outside of his advisory work, he also works as an Amazon Flex delivery contractor. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Joel Risenhoover is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at Kestra Advisory and Kestra Investment Services, as well as 14 years at Neighborhood Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.