Michael Hanna is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following an 11-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation solutions, emphasizing client discretion in implementation.

Debra Fournerat is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. She has 23 years of industry experience and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. In addition to her advisory role, she manages her own tax and accounting firm, Debra J Fournerat, PC, where she serves as president. She also supervises tax preparation at Five Star Advisor Partners, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

David Jernigan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and 42 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to offer certain bank products and services. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Nancy Sawicki is a Certified Financial Planner (CFP®) with 34 years of industry experience. She has been with UBS Financial Services in Dallas, TX, for 27 years. She also serves as the executor of her late father's estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Mark Duckworth is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent three years at Edward Jones. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jackson Toney is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and five years of industry experience. His career has been wholly with J.P. Morgan affiliates since 2018, including roles at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC. He also attended the University of Oklahoma from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Anupa Philip is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, JPMorgan Chase Bank, Fidelity, Capital One, and Wells Fargo. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies and advisory programs that utilize both in-house and third-party managers.

Robert Boronow is a financial advisor at Stifel with 43 years of industry experience, including 25 years at Stifel, Nicolaus & Co., Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a committee member for the Texas Neurofibromatosis Foundation’s signature event, Dining Out in Dallas - Battle of the Chefs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Noah Terrill is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, he was involved with The Terrill Group LLC and has worked in several other roles including positions at Jim Peterson Construction Inc and Surf N Wear's Beach House. 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 and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Alan Yonack is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mr. Yonack serves on the board of Vogel Alcove, a nonprofit charity supporting homeless children in the Dallas area. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Judd Cryer is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at Morris and Company LLP, Ageron Energy LLC, and Commerce Street Capital. J.P. Morgan Securities provides institutional consulting services primarily 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. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria, supported by a centralized manager solutions team.

Jared Singh is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Peter Rios is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Fidelity Investments, Jpmorgan Chase Bank, and J.P. Morgan Securities. Outside of finance, he has worked as a food delivery contractor for DoorDash. 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 within a non-discretionary program.

Angella Johnson is a financial advisor with Wells Fargo Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Wells Fargo Clearing since 2013, with a brief gap between 2014 and 2016. Outside of her advisory role, she is involved in managing a rental property in New Orleans. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers specialized planning solutions alongside investment recommendations supported by Wells Fargo research and tools.

John Crocker is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is involved with CPB Capital Group LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Chapman is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 66 and Series 65 credentials and 14 years of industry experience. Before joining Raymond James in 2026, he worked at SunTrust Bank and its affiliated investment services firms for seven years, as well as at J.P. Morgan Securities and AllianceBernstein. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services through a range of investment strategies and affiliated research.

Tracy Shelton is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2009 to 2022 before joining Stifel in 2022. Shelton is based in Dallas, TX. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology and offers episodic fee-based financial planning, with clients maintaining discretion over implementation of recommendations.

Andy Tembon is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. He previously worked at Goldman Sachs and JPMorgan Chase Bank, N.A. His background includes roles outside of finance, such as positions at Southern Methodist University and UPS. 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 within a non-discretionary framework.

Joshua Leonard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at UBS Financial Services for 23 years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. 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 offers non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.