Robert La Grace is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Ameriprise in 2021, he worked at J.P. Morgan Securities for nine years. Outside of finance, he co-owns a franchise in the national sub sandwich industry with his spouse. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver its services, emphasizing the use of Ameriprise-managed accounts and incorporating algorithmic automation in its advisory process.

Anna Buckhalter is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, where she has worked since 2018. She has 20 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she owns B Kind Design Co, a business focused on selling craft items and potentially hosting craft classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Elise Bell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, she was employed at Eastern General Realty and attended the University of Florida. 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 recommending investments.

James Haggin II is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Richmond National, Ticketmaster, and Dakota. 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 in its investment process.

Robert Kirwan is a Financial Consultant with over 10 years of experience in the financial services industry. He currently partners with clients to develop, implement, and maintain financial plans tailored to their individual definitions of success. Robert emphasizes the importance of forming strong relationships and educating clients throughout the financial planning process. His professional experience includes various roles at Fidelity Investments, such as Portfolio Specialist from 2021 to 2024, Client Management Representative from 2019 to 2021, Fixed Income Specialist from 2016 to 2019, Retirement Solutions Representative from 2015 to 2016, Investment Solutions Representative from 2014 to 2015, and Financial Services Representative in 2014. Prior to his tenure at Fidelity Investments, Robert served as a Financial Advisor at Thrivent Financial from 2013 to 2014. Robert holds an Arkansas Insurance License. Further details about his education or personal interests have not been provided.

Randolph Balch is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His career includes positions at Royal Alliance Associates and Signator Investors, along with longstanding ownership of Financial & Insurance Services of Texas, LLC, where he provides financial planning and insurance services. Outside of his advisory work, he operates a hay farming business and maintains rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.

Tyler Gulbas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and MDB Capital Group. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Paul Cox is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools, offering a broad range of retail and institutional investment services.

Dennis Holzwarth is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Cetera and previously spent 13 years at Avanatx Investment Services, Inc. In addition to his advisory work, he owns and operates Team One Personnel Services, Inc., which provides payroll and staffing services to local businesses, and Wealth Building Inc., an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Chenell Mc Bean is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Forest Hills Financial Group, and Equitable Advisors. She is also employed by JPMorgan Chase Bank, where she offers certain banking products and services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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.

Angelique Cruz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various firms including Northwestern Mutual Investment Services LLC and WWA Integrated Wealth Strategy Group prior to joining J.P. Morgan in 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Kuykendall is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2020. Jared serves as a board member of the Foundation for Tulsa Schools, participating on its Finance & Audit committee to provide financial oversight and investment strategy guidance. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Drey McInnes is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this position, Drey worked as an Investment Consultant at Fidelity Investments from 2021 to 2022 and as a Wealth Management Consultant at Merrill Lynch from 2018 to 2021. Drey specializes in helping clients identify and work towards their financial goals, including saving for children's futures, planning for retirement, generating income, managing market volatility, and tax-efficient investing. Drey collaborates closely with clients to review their financial situations and develop clear steps to achieve their objectives, supported by Fidelity's ongoing assistance. Outside of work, Drey has personal interests that include fitness, golf, motorcycles, and skiing.

James Koestner is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Dallas Park Cities Lions Club, leading community service activities focused on children's eye care and local events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual and institutional clients. The firm offers a variety of fee-based programs with portfolio management tailored to clients’ risk profiles, incorporating both in-house and third-party investment managers.

Heidi Gough is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a director and board member at the Corinthian Sailing Club. 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, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Carlos Hernandez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at The Vanguard Group and JPMorgan Chase Bank. 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. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Christina Nuckolls is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has experience in the industry dating back to 2012, including over a decade at SRP Investment Management prior to joining UBS. Outside of her advisory role, she owns the Chris Chandler Collection, an online clothing brand. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to client goals and risk tolerances.

Stacey Beatey is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 registrations with 25 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Danny Pena Rauda is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America and PLS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mauro Marquez is a financial advisor at Stifel with 15 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Neuberger Berman LLC and Texas Capital Bank. He serves as a board member and treasurer for the Leadership Forward Mentoring Program. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.