Grant Busch is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 licenses and bringing six years of industry experience. He previously worked at Goldman Sachs & Co. LLC for seven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. 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 to support its recommendations.

Albert Gallatin is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. Prior to joining Stifel in 2022, he worked at Bank of America from 2009 to 2022. He serves as an advisory board member for the Baylor Scott and White Foundation, a network of hospitals. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutional clients, and municipal entities. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Sara Bravo is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 18 years of industry experience. She joined Raymond James in 2017 after working at Texas Health Emergency Room. 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, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Sands Chipman is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Chipman is also affiliated with Southern Methodist University. Outside of his advisory role, he is the owner of CG Partners LLC, a limited liability company used to hold private investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.

Diarra Williams is a CFP® with 20 years of experience in the financial services industry. She is currently with Cetera and has previously worked at firms including Avantax and Texas Capital Bank. Williams manages Golden Gift Wealth Management LLC, where she provides financial advice, planning, and education, as well as developing marketing strategies and partnerships. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, and charitable clients, offering a multi-manager platform that supports discretionary and non-discretionary portfolio management alongside a range of financial planning and consulting services.

Janet Hokaj is a financial advisor with Cetera in Dallas, TX, holding Series 63, 65, and 66 designations and having 23 years of industry experience. She previously worked at LPL Financial for 11 years before joining Cetera in 2025. Outside of her advisor role, she is president of Luxardo Inc, a business entity created for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform to a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers various portfolio management and consulting services through a network of over 10,000 advisors and manages over $256 billion in assets.

Benjamin Jong is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. Based in Dallas, TX, he serves clients through these affiliated institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clark Durham is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Jefferies & Company, Inc. for 11 years before joining Stifel Nicolaus & Co Inc in 2021. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that leverages capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Stacey Jacobson is a financial advisor at Stifel with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, FactSet, and Refinitiv. Outside of her advisory role, she is a managing partner of Jacobson Properties, LLC. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Stallman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served for over 35 years. He specializes in providing solution-based financial advice tailored to his clients' individual risk tolerance, time horizon, liquidity needs, overall investment goals, and cost considerations. His client focus areas include executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. David holds a Master of Business Administration degree from Southern Methodist University and studied Math and Economics at St. Lawrence University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, David's personal interests include fishing, football, gardening, reading, traveling, and spending time with his family.

John Mark Davis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. Prior to his current roles, he has experience in retail and support services. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a process that incorporates quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Teresa Penn is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is involved in a family business specializing in custom picture frames and light furniture restoration. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Daniel Brauer is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities since 2019, previously serving seven years at UBS Financial Services. Outside of his advisory role, he is the owner and manager of BrauerHaus, LLC, a company involved in buying, rehabbing, and selling single-family homes in the Dallas-Fort Worth area. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Doke is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he engages in acting on a part-time basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based strategies to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and alternative investment products.

Joel Tannebaum is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 38 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program and integrates institutional advisory capabilities with brokerage, distribution, and investment management services.

Kyle Rainwater is a CFP® professional affiliated with Stifel in Dallas, TX, with 14 years of industry experience. His career includes roles at B. Riley Wealth Advisor, National Securities Corp, CETERA Advisor Networks, and United Capital Financial Advisers. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Katelyn Stanchfield is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. Her prior experience includes roles at Bank of America, Merrill, Ausdal Financial Partners, and Gryphon Financial Partners. 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 recommendations.

Daniel Greene is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America, N.A. since 2005. Greene serves as a board member for The Crystal Charity Ball, a nonprofit organization supporting children’s charities in Dallas County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Shivam Patel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services and Wells Fargo bank since 2021, as well as prior experience with GT Entrepreneurs and Abercrombie & Fitch. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Leonard Kortekaas is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He specializes in advising ultra high net worth clients on complex wealth management strategies. Len serves a diverse clientele including senior executives, entrepreneurs, hedge fund and private equity principals, as well as foundations and institutional clients. His expertise encompasses investment manager evaluation, portfolio construction, and risk assessment. He is also a founding member of The Tracy Group, providing customized planning strategies through a family-office experience. Len began his career in financial services in 1994 at Goldman Sachs & Co., advancing to Vice President in Private Wealth Management. He later spent six years as Director of Private Banking at Credit Suisse before joining Merrill Private Wealth Management in 2014. He holds a B.S. in Mechanical Engineering from the United States Military Academy at West Point and an M.B.A. in Finance from the UCLA Anderson School of Management. Len is also a Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Outside of his professional work, Len serves on the board of The Travis Manion Foundation, a national non-profit veterans service organization. He has supported Junior Achievement of Southern California since 2006 and has been involved with The Mission Continues. Len is married with three daughters and resides in Los Angeles, California. His personal interests include boating, golfing, skiing, snowboarding, and surfing.