Jennifer Lake is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their long-term vision, goals, and priorities. She is part of a team dedicated to developing and implementing financial plans tailored to those objectives while providing comprehensive service. Jennifer has been with Fidelity Investments since 2016, holding roles as a Financial Representative, Relationship Manager, and currently as a Private Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship development. She holds an Arkansas Insurance License. Outside of her professional commitments, Jennifer enjoys activities such as fitness, hiking, visiting museums, reading, traveling, and engaging in parenthood.

Ryan Griffin is a financial advisor with LPL Financial based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at Securities America Advisors and UBS Financial Services. Griffin is also a commissioned notary in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.

Robert Massey is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and at JPMorgan Chase Bank, N.A. since 2016. 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 affiliated brokerage, distribution, and investment management capabilities.

Lauren Drinkwater is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tolleson Wealth Management and Bank of America, N.A. 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 plans, corporations, and charitable organizations.

Cullen Thomason is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman, Sachs & Co. starting in 1996. He serves on the investment committee and board of directors for The Gladney Fund, a nonprofit focused on adoption, and holds board and treasurer roles supporting the Highland Park Boys Lacrosse club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies.

Scott Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience advising individuals and family groups on building, managing, preserving, and transitioning their wealth. Scott develops investment plans tailored to his clients' long-term goals and risk tolerance, drawing on his expertise to structure balanced portfolios that address specific financial needs. Scott holds a Bachelor's Degree from the University of Texas System and an MBA from Southern Methodist University. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Scott participates in community volunteer activities, reflecting the Merrill tradition of engagement within the communities served.

Umer Awan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and various divisions of JPMorgan Chase since 2016. Outside of his advisory role, he works as a delivery driver and rideshare driver on a part-time basis. 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 reporting. The firm operates on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Brian Bogard is a financial advisor with Edward Jones in Dallas, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Merillyn Caracciolo is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2022, following prior roles at Morgan Stanley and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Bin Nguyen is a CFP® professional with 23 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. His prior experience includes roles at Merrill and Ameriprise, and he has worked with JPMorgan Chase Bank since 2010. Outside of advisory work, he is a general partner in LAT Ranch Holdings LLC, managing wildlife habitats on a country ranch in Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lisa Brown is a financial advisor with Wells Fargo Clearing in Irving, TX, holding a Series 63 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Lee is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and one year of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, with prior roles at Winters and King and Henry & Dow. Outside of his advisory role, Lee serves as a trustee for the OSU/Tulsa Board of Trustees and maintains a law practice through BCL Law, PLLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a non-discretionary approach that combines quantitative asset-allocation modeling and centralized due diligence, while incorporating ESG criteria in its recommendations.

Stefanie Moore is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 individual engagements and corporate financial planning agreements.

Timothy Venters is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups providing opinions on financial topics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

James Horsburgh is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and having one year of industry experience. His background includes roles at JPMorgan Chase Bank and DICK'S Sporting Goods, as well as involvement with Oklahoma State University and the Pops 66 Soda Ranch Restaurant. 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.

La Tosha Miller is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following four years at National Financial Services LLC. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, 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.

David Jennings is a financial advisor at Morgan Stanley in Dallas, TX, with 48 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in financial decision-making.

Joseph Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined ten years. He has been with Raymond James & Associates since 2019. Raymond James & Associates, Inc. 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, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Tadiwa Mujokoto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Mujokoto held various roles at JPMorgan Chase Bank and has experience working in retail and service industries including Nike, Ulta, and Chipotle. 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 additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.