James Shelton is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1997 and previously worked at 360 Wealth Management, LLC from 2013 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julia Shank is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Highgate Capital Investments and JPMorgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Aubrey Blasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, Blasko worked for Wells Fargo Clearing for one year. Outside of advisory work, Blasko serves on the board of directors for the Mountain Hollow Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Janel Fahey is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 credential. She has been with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, with a variety of portfolio management styles and municipal advisory capabilities.

Jocelyn Pham is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 license with one year of industry experience. Prior to entering finance, she worked for several years in the restaurant industry, including roles at Onesan Dimsum & Sushi and The Crab Station & Oyster Bar. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Kristina Huston is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory work, she owns OZ Wellness LLC, a spa that provides suggestions for a healthy lifestyle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Xavier Silva is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, he studied at Brown University from 2021 to 2025. 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 recommendations.

Jackson Smith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at CAVU Securities and Semper Capital Management, and has experience with Louisiana State University and the LSU Museum of Art. 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.

Robert Moore III is a Series 66 licensed advisor with Morgan Stanley in Dallas, TX, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and sophisticated modeling techniques.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

Lance Stanchel Skyler is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Bank of America, Fidelity Investments, and Merrill during his financial services career. Outside of advising, he is involved in a business buying and selling used cars and works as an armed security guard. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Pharris is a financial advisor with Edward Jones in Forney, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as President of the Board of Trustees for Forney Independent Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Quinn O Neill is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones in 2024, he worked at JP Morgan Chase Bank, N.A. from 2021 to 2023 and was briefly employed by the Houston Astros in 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lori Maine is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Lori serves on the Board of Directors for Tau Beta Chi Omega House Corporation in Stillwater, OK. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Rivers Graham is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and he graduated from Texas Christian University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Zachary Martin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to joining UBS, he held positions at Campbell Soup Company, the United States Census Bureau, and State College Area School District. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kenley George is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Dallas, TX. His prior experience includes roles at Hd Vest, First Command Financial Services, and Grove Point Advisors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Jack Rhodes is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions related to outdoor education and university programs. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG framework applied to investment recommendations.

Angel Saucedo is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, the United States Small Business Administration, and Inwood National Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Lan is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS in two separate periods, as well as at Troutman Pepper Locke, Haynes and Boone, LLP, and Lan Smith Sosolik, PLLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor client strategies.