Charles Jones is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a timber business in Mississippi. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team, and offers a broad range of advisory, brokerage, and insurance solutions.

Chad Jones is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He was previously with Sanford C. Bernstein & Co., LLC for 14 years before joining UBS in 2020. Outside of his advisory work, Jones volunteers as an assistant coach for a middle school girls basketball team at Lakehill Preparatory School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Anthony Carrell is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of his advisory work, he is involved with JYM Supplement Science as a fitness mentor. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Hugh Stephenson is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has been with UBS and its predecessor, PaineWebber, since 1996. Stephenson is a trustee for multiple family trusts, overseeing investment management and beneficiary interests. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk profiles.

Taylor Boyle is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2020. His prior experience includes 12 years at Goldman, Sachs & Co. and a year at Ellevest Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Michelle Glass is a financial advisor with Merrill based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Outside of her advisory role, she manages the Atletico Dallas Youth 2014 PRE-ECNL Select soccer team, handling team coordination and related administrative tasks. 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 strategies for a range of individual and institutional investors.

Elizabeth Zinchuk Stultz is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Edward Jones and Wells Fargo Clearing Services LLC. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.

Alexander Faria is a Series 66-licensed financial advisor with Morgan Stanley, based in Dallas, TX. He has three years of industry experience and has been with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. prior to his current position. Outside of finance, he has held various roles in the hospitality and regulatory sectors, including work at Olive Garden and the Whatcom County Liquor and Cannabis Board. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment strategies developed by its Global Investment Committee.

Justin Burns is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. Burns also worked at Snowflake Capital from 2004 to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Kentrell Taylor is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Comerica Bank, HD Vest Investment Services, Bank of America, and Merrill. Outside of finance, he owns Corporate Dollar Entertainment LLC, a company that promotes concerts, comedy shows, and plays, and is involved in a hair salon business supporting his spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, offering access to derivatives and commodities capabilities not common among institutional advisors.

Jason Dinsmore is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Carlson, Merkel & Dinsmore team. He joined Merrill Lynch in August 2006 and contributes by providing clients with knowledge about financial markets and Merrill products. Jason focuses on goals-based wealth management to simplify the complexities of financial aspects for his clients. He specializes in areas including Corporate Executive Services, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Managing New Wealth, and Personal Retirement Planning. Jason holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards and is also a Personal Investment Advisor (PIA). He earned a Bachelor of Business Administration in Finance from Oklahoma State University in 2005. Jason lives in Dallas with his wife, Evy, and their three children. His personal interests include cooking, fishing, running, spending time with his family, and playing tennis.

Emily Puebla is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at J.P. Morgan Securities LLC since 2022 and JPMorgan Chase Bank, N.A. since 2021. Puebla’s background also includes time at T Blancos and the University of North Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors. The firm’s advisory approach includes non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

Jason Halbrooks is a financial advisor at Morgan Stanley in Dallas, TX, with seven years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Goldman Sachs & Co. LLC, and The Ayco Company, L.P. Prior to his financial services career, he was involved with Diamond J Pest Control and held roles related to Texas Christian University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Edward Carmona is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Texas Trust Credit Union. Outside of his financial career, he is a managing member of Carmona Capital LLC, an interior design business based in Dallas, TX. 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 to individuals, high-net-worth clients, and institutional investors.

Scott Parrish is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for about a decade. Outside of finance, he serves as a pastor at Bullard Southern Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning and third-party asset management, combining scale and breadth with platforms supporting discretionary and non-discretionary investment strategies.

Jessica Huhn is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and joined Bank of America, N.A. in 2025. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Granberg is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2008. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Maxwell Pearl is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2015. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, which enables him to offer a range of bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm uses a centralized due diligence process combining quantitative and qualitative research to support its recommendations, which may include ESG criteria and are implemented with the assistance of affiliated investment-management entities.

Matthew Pickett is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for ten years. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management services. The firm utilizes both in-house and third-party managers while providing options for tax management, rebalancing, and responsible investing.

John Todd is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he served in the US Army for ten years and attended the University of Pennsylvania. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.