Barry Kemballcook is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with UBS Financial Services since 1991 and was previously associated with Painewebber Inc. since 1988. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Jonah Segovia is a financial advisor with Edward Jones in Midlothian, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at The Fort and was involved in entrepreneurial ventures including Too Many Snakes Ranch and Taylor Feed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Caitlin Katz is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, N.A., The Federal Reserve Bank of Dallas, and Lockheed Martin Corporation. J.P. Morgan Securities 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 and investment management capabilities.

Grayson Hill is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions within JPMorgan Chase Bank and involvement with the Nashville Entrepreneur Center and M Street Entertainment Group. 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 an ESG eligibility framework for its investment recommendations.

Matthew Millard is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Merrill from 2009 to 2019 before joining Morgan Stanley in 2019. 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 planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Timothy Jamison is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at JPMorgan Chase Bank, N.A. He attended the University of North Carolina at Chapel Hill, where he was involved with the Frank Porter Graham Student Union. 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 delivers advisory services alongside brokerage, distribution, and investment management capabilities through a centralized due-diligence process and an in-house manager solutions team.

Eugene Loh is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jonathan Stearns is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Stearns is involved in non-variable insurance as an agent with First American Insurance Underwriters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining J.P. Morgan Securities, he worked at BMI Group, LLC and has experience related to the James Wilhoit Kicking Academy and academic roles at the University of Tennessee and Indiana University. 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 an ESG eligibility framework in its investment approach.

Ronnie Rushing is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2015. He is based in Mansfield, TX. Outside of his advisory role, he is involved in forming and managing real estate investment entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Carpenter is a financial advisor at Stifel with Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Bank of America, NA from 2009 to 2020 before joining Stifel in 2020. Outside of his advisory role, he is involved as a co-owner and coach in a baseball training business, Next Level Sports Group, in Dallas. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Allison Short is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Bank of America, N.A. before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of her advisory role, she is involved as a product tester and partner in an e-commerce business. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Jacob Ruiz is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he was involved with Robson Property Management LLC and has experience in education from roles at St. Edward’s University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

William Levinson is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs and the N3I Global Macro Fund. Levinson's background also includes work outside finance at Builders Blinds. 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.

Kim Campbell is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has been with LPL Financial since 2016 and previously worked at Western Wealth Management, LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning to support its investment strategies.

Daniel Francis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for twelve years at Midlothian ISD in education, where he served as a substitute bus driver and scoreboard operator. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Steven Ard 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 been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.