Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Smith teaches at Colorado Technical 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market models.

Larry Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with various divisions of JPMorgan Chase since 2005. 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, distribution, and investment management capabilities.

Josh Deever is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of finance, he has experience running Cooksy's BBQ and served with the Tyler Association of Soccer Officials. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Virkeisha Palmer is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked in education with the Escambia County School District for 15 years and has held positions at PFS Investments Inc. and Dixon Transportation Group. She is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies and offers a range of discretionary and separately managed account options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

William Piazza Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and nine years of industry experience. He previously worked at RBC Capital Markets for ten years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Yaphet Tadesse is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Patrick Manion is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 credential. Based in Dallas, TX, Manion has spent much of his career at a leading global financial services firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee estimates as part of its financial planning process.

Jorge Delgado is a Financial Advisor at Merrill Lynch Wealth Management. He leads a wealth management practice focused on portfolio strategy, retirement planning, and tax efficiency. Jorge works closely with clients to understand their priorities and develop plans tailored to their goals. His areas of expertise include equity compensation services, legacy planning, personal retirement planning, individual and corporate investment strategy, and tax minimization. Jorge provides dynamic and ongoing advice and guidance to meet clients' changing needs. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Trinity High School. Fluent in both English and Spanish, Jorge is actively involved in his community through organizations such as Cedar Hill Rotary, Hill City Church, and the Lewisville Badminton Center. Outside of work, he enjoys badminton, golfing, music, pickleball, skiing, spending time with family, watching movies, and woodworking.

Zachary Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he owns and manages ZCS Wealth Management, where he serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, supported by advanced analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Thomas Hawbaker is a financial advisor at Cetera with credentials including PFS™ and Series 63, and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, LLC, and operates Thomas Hawbaker CPA PLLC, a licensed CPA firm providing tax planning and preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party money managers.

Paige Phillips is a CFP® professional with six years of industry experience, currently working at Cetera. She has previous experience with Quest Capital Management and supports lead advisors at Coble Cravens Investments and Insurance. Outside of financial advising, she owns and manages Arlington Storks & More, a sign rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Chloe Eubank is a financial advisor with Ameriprise in Coppell, TX, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Equitable Advisors and East West Bank, as well as entrepreneurial work as a nanny. Outside of advising, she is employed as a paraplanner with Geaux Sooners, LLC DBA Luminate, managing advisory business activities. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform.

Melissa Kuan is a Benefits & Planning Consultant within the Executive Services at Fidelity Investments, a role she has held since 2026. She collaborates with executives to understand their financial goals, integrate employer benefits, and develop personalized financial strategies. Her approach focuses on education, thoughtful guidance, and ongoing partnership to help clients navigate complex decisions with confidence. Prior to her current position, Melissa served as a Benefits Relationship Manager from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, both also at Fidelity Investments. Her professional experience reflects a commitment to supporting workplace benefits and financial planning for clients. Outside of her professional work, Melissa enjoys attending concerts, engaging in outdoor adventures, running, scuba diving, swimming, and traveling.

Cathy Locke is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill since 2009 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services 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.

Charles Esquivel is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he plays trumpet in a cover band and serves on the investment committee at the University of North Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by analytical tools such as Monte Carlo simulations and Secular Return Estimates.

Alan Henry is a financial advisor at RBC Capital Markets in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as an advisory and oversight committee member at Lakewood Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and combines in-house and third-party investment management with features such as tax management and responsible investing options.

Michael Latham is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has experience working at H.I.G. WhiteHorse for 16 years and CSG Investments, Inc. for one year prior to joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, incorporating a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Alexsandro Angulo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining UBS, he has held a variety of roles including a sales associate and bookkeeper at A.C. Ag Industry, Inc., which provides agricultural services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Joseph Hahn is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at MUFG Union Bank, RBC Capital Markets, RBC Wealth Management, and operated his own law office. Hahn is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.