Aspen Reid is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS, Reid worked at Ming Entertainment and attended the University of Alabama. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and customized portfolio solutions.

Diana Farrar is a financial advisor with Primerica Advisors in Carrollton, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Farrar is also a contracted author with AuthorHouse Publishing Company in Carrollton. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process to implement its investment models.

David Wire is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2020. Outside of advising, he owns Wire Consulting Group, a marketing and consulting business based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Christopher Palamara is a CFA® charterholder and holds Series 66 and Series 63 licenses, with 12 years of experience in the financial services industry. He is currently a financial advisor at UBS Financial Services in Dallas, TX, where he has worked since 2019 through various related roles. His prior experience includes positions at J.P. Morgan Securities, Merrill, Kestra Financial Services, and Halcyon Wealth Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services including futures commission merchant activities, principal trading, underwriting, and affiliated banking programs.

Grant Clay is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise in Dallas, TX. Prior to joining Ameriprise in 2024, he worked at Edward Jones for seven years and has a background in engineering consulting from his time at Pacheco Koch Consulting Engineers. Outside of his advisory role, Clay owns a business focused on buying and selling trading cards and sports memorabilia. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tucker Wadkins is a Series 66-licensed financial advisor with UBS Financial Services in Dallas, TX, and has five years of industry experience. Prior to joining UBS, he worked at the PGA Tour for three years and held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, blending proprietary research and model-based asset allocation to tailor portfolios aligned with clients’ goals and risk tolerances. The firm offers a broad platform including institutional trading capabilities, wealth management, and affiliated banking services.

Stetson Saunders is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Jake Di Nucci is a CFA® charterholder with 10 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. He has previously worked at Fidelity Investments and is the owner and partner of Princeton Legacy Partners, LLC, an investment vehicle pooling family capital for passive investments in private companies. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Mc Connell is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has worked with J.P. Morgan Securities since 2009 and J.P. Morgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. 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 applying an ESG eligibility framework when making recommendations.

Christian Cadena is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at major firms including Bank of America, Merrill, and TD Ameritrade. Cadena is based in Dallas, Texas. J.P. Morgan Securities LLC 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 when making recommendations.

Samantha Flood is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and seven years of industry experience. She previously worked at Vantiv for five years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct engagements and corporate financial planning agreements.

Viken Banjarjian is a Financial Consultant currently serving at Fidelity Investments since 2021. He has experience in financial advising, having worked as a Financial Advisor at US Bank Private Wealth Management from 2020 to 2021. Prior to that, he held positions as a Branch Manager from 2019 to 2020 and as a Licensed Banker from 2016 to 2019 at US Bank. His professional approach focuses on aligning client ambitions, retirement outlooks, investment objectives, and financial risk tolerance through strategic planning. Viken aims to help families and individuals achieve financial freedom by utilizing an array of products and services tailored to meet their financial objectives and risk appetite. He holds a California Insurance License. Outside of his professional duties, Viken has interests that include art, baseball, biking, golf, lake activities, and soccer.

Darrell Hyde is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools for outcome projections.

Tedi Infante is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and eight years of industry experience. She has been with Morgan Stanley since 2017, following a tenure at Trunk Club. Outside of advisory work, she is involved in corporate event planning through Meritage Events as a hostess and guest greeter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

Christine Pagliaro is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Hilltop Securities and operating as a self-employed advisor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Gregory Cooper is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, Inc. and Wells Fargo Advisors Financial Network LLC. He is based in Dallas, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and tailored to plan objectives, acting as an ERISA fiduciary when providing investment advice.

Michael Hohenberger is a CFP® professional with over 31 years of experience in financial services. He is currently with Wells Fargo Advisors in Dallas, TX, having joined the firm in 2022 after nine years at JPMorgan Securities LLC. Outside of his advisory work, he manages a real estate business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing research and planning tools to provide tailored recommendations across a broad range of planning areas.

John Thompson Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and external investment managers.

Molly Edwards is a Certified Financial Planner (CFP®) with 12 years of experience at J.P. Morgan Securities in Dallas, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.