Helen Molloy is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and is also associated with JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she is the owner of Break Point LLC, which leases property. 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. Their advisory process incorporates systematic quantitative and qualitative research, and includes broader derivatives and commodities capabilities through affiliated entities.

Christopher Campbell is a financial advisor with Ameriprise in Dallas, Texas, holding a Series 66 designation and four years of industry experience. He has worked previously in various roles including at Texas Tech University and Walz & Associates. Outside of his advisory work, he is involved with Geaux Sooners LLC, operating under the DBA Luminate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning, employing a research-driven approach and collaboration between centralized service teams and financial advisors.

Matthew Sheldahl is a financial advisor at RBC Capital Markets in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a trustee for the Optima Giving Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Luke Goolsby is a financial advisor with LPL Financial in Dallas, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining LPL, his work history includes roles at Texas A&M University, PepsiCo, and The Goolsby Law Firm. Outside of his advisory role, he has involvement with Children's Courtyard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Firkus is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 18 years of industry experience. His prior work includes roles at Allstate Insurance Company, ProEquities Inc, and Protective Life. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Cindy Lewis is a financial advisor with RBC Capital Markets based in Dallas, TX. She holds Series 63 and Series 66 designations and has 32 years of industry experience. Her career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs and portfolio management services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Joan Mason is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities. She is also involved with Mason Aerospace Consultants LLC, a consulting firm where she serves in an advisory board capacity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by comprehensive planning tools and resources.

David Siegel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity and TD Ameritrade. Outside of finance, he performs as a guitarist in a band that plays live venues on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ryan Valenzuela is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining LPL Financial and establishing Valenzuela Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Heather Hampshire is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies and serves individual, high-net-worth, pension, corporate, and charitable clients.

Alexander Nierling is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his financial advisory role, he is a passive owner of a car dealership, Vaquero Motors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jamie Buzzard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has worked at J.P. Morgan Securities since 2006 and at JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved as an owner or partner in several business ventures, including an event services company and private investments in automotive and consulting-related holdings. 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. Its advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.

Dustin Ripley is a Series 66-licensed advisor with J.P. Morgan Securities in Dallas, TX, bringing 10 years of industry experience. He previously worked at Goldman Sachs & Co. and serves as a Lieutenant Colonel in the United States Air Force Reserve, where he is involved in disaster response preparedness in Oklahoma. 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. Their advisory process combines quantitative and qualitative research, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Jacob Garfunkel is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Gartner and held teaching positions at Texas Christian University, Loyola College Prep, and Southfield School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nechemia Proter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Cetera and its affiliates since 2013 and is involved in various outside businesses, including ownership and management roles in insurance agencies and risk management consulting, as well as trustee responsibilities for employee benefit programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including both discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jacob Ahrberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current roles, he held positions at Kanakuk Ministries, Contango Oil and Gas, and the Oklahoma State Senate in 2020. 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, supported by centralized due diligence and a mix of quantitative and qualitative research.

Thomas Grier is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked previously at Wells Fargo Clearing, PNC Managed Account Solutions, and Morgan Stanley Dw Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning and asset management services through a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Albin Zrile is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and 17 years of industry experience. He has been with various J.P. Morgan entities since 2005. Outside of his advisory role, he manages a rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.