Leslie Stephenson is a financial advisor with LPL Financial in Dallas, TX, holding Series 65 and Series 63 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2019, Leslie worked at Oppenheimer & Co. Inc and Familywealth Asset Management. Leslie is also a notary public in Dallas, with related investment notary duties performed monthly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational and research tools.

Myron Bond is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 1968. Outside of his advisory role, he manages a cattle ranch through Four Bees Ranch Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Taylor Hammond is a financial advisor at Raymond James & Associates with five years of industry experience. He previously worked at The Vanguard Group, NYLIFE Securities LLC, and New York Life Insurance Company. 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, pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

Bryce Unck is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and 65 credentials and bringing 20 years of industry experience. His work history includes roles at LPL Financial since 2012, with prior experience at First Allied Advisory Services and Orion Portfolio Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing various investment strategies and technologies to support its network of over 22,800 advisors.

Cody Barrick is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes positions at Deutsche Bank Securities Inc. and Lehman Brothers Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Howell Harralson is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 57 years of industry experience. He has been with UBS Financial Services since 1985, totaling over 40 years at the firm. UBS Financial Services Inc. 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, employing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Megan Thompson is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at Crowe Horwath and the University of Southern California before joining Ameriprise. Outside of her advisory role, she is involved with Stillwater Vista LLC, where she also advises clients. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on written recommendation reports and annual retirement-income planning advice using proprietary research and tax-aware strategies.

Aidan Glynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones, DataRobot, Ludacka Wealth Partners, and TDAmeritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Alan Vorwald is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Outside of his advisory role, he is involved as an owner of a real estate business, Old Dollar Road, LLC, based in Sun Valley, ID. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Mc Kenzie Shields is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Raymond James in 2022, Shields worked at Equitable Advisors and has experience in various roles including positions at FIG - The Block Showroom, Beyond Faith Hospice, and Michael Morgan, LLC/Dallas Kitchen & Bath. Shields has also been involved with Popcorn Papa and held teaching roles at the University of Oklahoma and Rockwall-Heath High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and consulting services supported by a nationwide adviser network and utilizes a range of portfolio management styles and affiliated research.

Jeffrey Markham is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 36 years before retiring briefly and then joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Phebe Etchu is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 designations with 13 years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc., and Personal Capital Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Lisa Bordelon is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds the Series 66 credential and has worked with Raymond James and its affiliated firms since 2013. Bordelon is also president of Bordelon Capital Wealth Management, a support company she owns. Additionally, she is involved in life insurance sales through Lockton Affinity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Woolhiser is a CFA®-credentialed financial advisor with 18 years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, having previously worked at firms including CNR Securities, City National Rochdale, Invesco Distributors, and Oppenheimerfunds Distributor. Outside of his advisory role, Woolhiser owns and manages a short-term rental property listed on Airbnb. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring client engagements around collaborative, goal-focused financial planning.

Kevin Kernan is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Nethery is a Wealth Management Advisor based in Merrill Lynch's downtown Dallas office. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as credentials including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). David joined Merrill Lynch Wealth Management in 1991 and serves a diverse group of affluent clients throughout the United States. David earned his Bachelor of Science in Business from Oklahoma State University, majoring in Accounting with concentrations in economics, finance, and computer science. Prior to his career in wealth management, he spent ten years as a Certified Public Accountant (CPA) working in the Management Consulting divisions of Arthur Andersen & Co. (now Accenture) and Ernst & Young. His approach to portfolio advising is traditional and non-discretionary, focusing on identifying, evaluating, and selecting individual stocks, ETFs, mutual funds, and bonds tailored to each client’s risk profile and objectives. This method provides clients with increased involvement, investment flexibility, and frequent communication. In addition to his professional duties, David volunteers by tutoring students from elementary through high school in underprivileged neighborhoods. He has chaired multiple golf tournaments aimed at raising funds to support college education for underprivileged children and has served on the board of Trinity River Mission, an organization dedicated to educating underprivileged youth in Dallas. In 2023, he was recognized as a member of the Nethery, Johnson & Associates team on the Forbes "Best-in-State Wealth Management Teams" list. David does not provide tax or legal advice in his current role with Merrill Lynch.

Zack Skinner is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. His career includes roles at BOK Financial Securities and Mariner Wealth Advisors prior to joining J.P. Morgan in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Brandon Wilk is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth and high school lacrosse players with the Highland Park Lacrosse Association in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies. The firm also offers capital markets services, including principal trading, underwriting, and futures commission merchant activities.

Niva Bhatt is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her advisory role, Bhatt serves as a power of attorney for her blind and disabled sister and consults for a car rental business in Dallas. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Courtney Acarregui Tavangaran is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with various J.P. Morgan entities since 2016. Tavangaran serves as a board member and Finance Committee member for Dallas Area Habitat for Humanity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a systematic investment process.