Karin Stewart is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and American United Life. Outside of her advisory role, she is the CEO of Capital Portfolios, an LLC through which she sells and services insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors and offers a range of portfolio management solutions utilizing firm-provided tools and third-party platforms.

Richard Terrill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2023. Prior to joining UBS, he spent 19 years at LPL Financial. He is also involved with LTCI Partners, a non-variable insurance business. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Allison Eagles is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Fidelity Investments for two years and has held various roles including at McClain Bank and the Carmen Eagles Farmers Insurance Agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Donald Bickham is a financial advisor with Merrill based in Dallas, TX. He holds the Series 66 designation and has experience at Merrill and Bank of America, N.A. since 2026. His background also includes multiple roles at the University of Arkansas and prior work at Calvary Baptist Academy. 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 and profit-sharing plans, corporations, and charitable organizations.

Danielle Lehman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Panagiotis Nikakis is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, he worked at Equitable Advisors and Eagle Consulting Group. He also has experience in university administration roles at Ashland University. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.

Ana Babic is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at BNY Mellon and Nationwide Title Clearing Inc. She is also employed by JPMorgan Bank, enabling her to offer certain banking products and services. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

Marielle Robinson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Steve Hayward is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2010 and has been with JPMorgan Chase Bank, N.A. since 2016. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Lauren Clay is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Citigroup Global Markets. Lauren is based in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the U.S.

Alexis Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Alexis worked at Nilsine Partners and has held various roles including positions at Texas Christian University and in community sports and education organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Jeffers is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding the ChFC® designation along with Series 63 and 65 licenses. He has 31 years of industry experience and has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a variety of portfolio management strategies across multiple platform arrangements.

Seth Osborne is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at JPMorgan Chase Bank, Midfirst Bank, Care Providers Oklahoma, and Oklahoma State University. 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 an ESG eligibility framework in its investment process.

Rosalie Seiler is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation. She has six years of experience in the financial services industry, having previously worked at UBS Financial Services and the Preferred Hotel Group. 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 and financial planning services that utilize structured discovery and firm-approved tools to support client planning needs.

Peter Aldendifer is a Series 66-credentialed financial advisor with Morgan Stanley in Dallas, TX, and has 12 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Vivian Frederick is a financial advisor at RBC Capital Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs and Verlaine Fox, an online retail business she founded. Vivian is based in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers services including tax management and responsible investing options.

Sarah Green is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2018, following a prior role at TD Ameritrade from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through Corporate Financial Planning agreements.

Kristopher Freberia is a financial advisor at Edward Jones in Kaufman, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is involved in real estate through ownership and management of personal rental properties and participation in Specter Ventures LLC, an entity managing rental and investment real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Caroline Inkman is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with one year of industry experience. Prior to joining Morgan Stanley, she worked at Tricia Ryan Studio for three years and was self-employed for seven years. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.