Emily Le Blanc is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Toyota Motors North America, and involvement with the Kimbell Art Museum. 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.

Ching Eiler is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Travis Owens is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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 financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Carrington Washburn is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Goldman Sachs and Ringle, as well as internships and positions at Dartmouth College and Postmates. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Marylyn Houston is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, supporting a range of investment and financial strategies.

Patricia Tippins is a financial advisor with Stifel in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Carol Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain bank products and services. 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 its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Rachael Wildes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan entities since 2017, including a three-year period at Teocalli Capital Partners, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Barrett is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, UBS Financial Services, and Fidelity. Outside of his advisory role, Barrett operates James Barrett Photography, an art and culture business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 provides services through both direct and corporate financial planning agreements.

John Briggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Carsten Frederiksen is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its Private Bank affiliate. Frederiksen is based in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Lauren Carter is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 63 and Series 65 designations and has prior experience at MarketAxess and Bloomberg. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Taylor is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as Vice President of Dragonrock Ventures LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Liliya Leontyeva is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has held positions at Goldman Sachs & Co. LLC and Southern Methodist University before joining J.P. Morgan Securities in 2023. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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 investment recommendations.

Gerardo Fuentes is a financial advisor at Stifel in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Fuentes serves as a board member for Dallas CASA and participates in advisory and committee roles with several educational, economic development, and community organizations. 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 investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Debeer is a financial advisor at Stifel with Series 63 and Series 66 designations and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 11 years at Bank of America. Outside of his advisory role, he serves as a board member on the Salesmanship Club of Dallas Foundation, where he reviews the foundation’s finances and investment performance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward‑looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Eleanore Simone is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Securities, JPMorgan Securities, and Alix Partners. She is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jasmine Le is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill and J.P. Morgan entities since 2015 and had a role at Xander Staffing from 2022 to 2024. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shannon Hogan is a financial advisor at UBS Financial Services in Dallas, TX, with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her advisory role, she spent time in full-time education and had a position at Mac Speed and Strength. 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 and offering proprietary research and capital markets solutions.

Salinda Nowell is a financial advisor at UBS Financial Services in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she is involved in managing rental property jointly with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.