Allison Rakes Flora is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and with six years of industry experience. She previously worked at Goldman Sachs & Co. LLC and has experience in the restaurant industry with Fox Restaurant Concepts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Christopher Gerrish is a financial advisor with Wells Fargo Clearing in Louisville, KY. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Gerrish has an ownership interest in Nittany Blue Cat Investment Group LLC, an investment-related business based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Nathaniel Mosley is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. He serves as an advisory group member for The Men of Nehemiah, a nonprofit recovery program for addicts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

Lanh Nguyen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel from 2015 to 2022. He is also an employee of JPMorgan Bank, where he offers deposit and credit products alongside his advisory role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with five years of industry experience. Before joining RBC Capital Markets in 2021, he worked for Matador Resources Company from 2014 to 2021. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Julio Silva is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 9 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies like Monte Carlo simulations to support its financial planning process.

Diana Yacob is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, with additional experience at Raymond James & Associates, Wells Fargo Clearing Services LLC, and JP Morgan. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Immler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. David works with families, leveraging his extensive experience and understanding of capital markets to help clients pursue their financial goals using the resources available at Fidelity. He holds an Arkansas Insurance License and has developed expertise in financial consulting over his tenure at Fidelity. Outside of his professional role, David enjoys family activities, hiking, outdoor adventures, parenthood, soccer, and traveling.

Amber Seale is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Raymond James & Associates in Dallas, TX since 2015. She previously worked in the luxury sector from 2017 to 2018. Amber is a limited partner in K-7 Enterprises. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting services through various advisory programs.

Kenneth Martin is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BBVA Wealth Solutions Inc. and Regions Bank. He is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party managers.

Mason Tenery is a CFP® with 10 years of experience at Edward Jones in Dallas, TX. He has served on the Baylor University School of Music Board of Advocates since 2019, attending semi-annual meetings to discuss projects, expenses, scholarships, and acting as a liaison between students and the School of Music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Jennifer Chandler is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009 and concurrently with Bank of America, N.A. since 2003. Chandler serves on the boards of several nonprofit organizations including the Texas Lyceum, Leadership Dallas, Southwestern Medical Foundation, and the Dallas Regional Chamber, where she is chair elect for 2027. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Settele is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2018, as well as Waddell and Reed Inc. from 2016 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Fung Tien Shia is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent six years at Goldman Sachs & Co. She serves as a board member of the Chamber Orchestra of New York, a nonprofit organization that promotes classical music to youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with institutional trading capabilities alongside wealth management services, offering a broad range of financial products and capital markets activities.

Armin Samadi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following prior roles at Tiaa and TIAA-CREF. Outside of his advisory role, Samadi is an investor in a private entity that purchases automobiles at auctions. 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. 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 authority.

Adam Vilfordi is a financial advisor with Ameriprise in Farmers Branch, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Ameriprise since 2018 and previously spent time at UBS Financial Services and American Funds. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Carissa Sutterfield is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following three years at Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

William Griffin is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chairman of the finance committee at the E.J. Ourso College of Business at LSU, where he supports fundraising and advises the dean. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm applies a structured financial planning process using firm-approved tools and offers both direct and employer-based financial planning services.

William Swisher is a financial advisor with Ameriprise in Garland, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors and Ethics Committee for DSC and is Chairman of the Garland South Area TIF Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Arthur Spoerl is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Dallas, TX, and has 10 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also enlisted in the Oklahoma Air National Guard. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.