William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

John Wilfong is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 37 years of industry experience. He has been with UBS since 2007. Wilfong serves on the Investment Committee of the Board of Directors for The University of Memphis Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Alexa Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Bank of America and Merrill Lynch from 2018 to 2021, as well as at Invitation Homes from 2016 to 2018. 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 utilizes structured planning tools and market models in its advisory process.

Jose De Paz Cuevas is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing clients with financial planning and wealth management services. His role involves advising clients on investments, retirement planning, and other financial matters to help them achieve their financial goals.

Brian Rogers is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. He is based in Dallas, TX. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by centralized operational and custody services.

Ted Perry is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Fiesta Mart, Inc. from 2008 to 2020 and ongoing positions with PFS Investments Inc. and Primerica Financial Services since 2000 and 2002, respectively. Outside of his advisory work, he has worked as a Lyft driver in San Francisco. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Saul Onyeuku is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His previous roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He operates a related business, Onyeuku Wealth Strategies, which supports his LPL practice. 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 access to model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Edwin Restrepo is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley. He is also an adjunct lecturer for graduate-level finance courses at the University of Dallas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Brody Phillips is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, serving in various roles including Relationship Manager, Financial Representative, Customer Relationship Advocate, and High Net Worth Representative. Brody focuses on building strong relationships with clients to collaboratively create financial plans tailored to their future goals. He holds an Arkansas Insurance License. Outside of his professional work, Brody enjoys board games, family activities, exploring food, golf, and spending time at the lake.

Allison Rakes Flora is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and with six years of industry experience. She previously worked at Goldman Sachs & Co. LLC and has experience in the restaurant industry with Fox Restaurant Concepts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Christopher Gerrish is a financial advisor with Wells Fargo Clearing in Louisville, KY. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Gerrish has an ownership interest in Nittany Blue Cat Investment Group LLC, an investment-related business based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Nathaniel Mosley is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. He serves as an advisory group member for The Men of Nehemiah, a nonprofit recovery program for addicts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

Lanh Nguyen is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel from 2015 to 2022. He is also an employee of JPMorgan Bank, where he offers deposit and credit products alongside his advisory role. J.P. Morgan Securities LLC provides institutional consulting services to 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 and investment management capabilities.

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with five years of industry experience. Before joining RBC Capital Markets in 2021, he worked for Matador Resources Company from 2014 to 2021. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Julio Silva is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 9 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies like Monte Carlo simulations to support its financial planning process.

Diana Yacob is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, with additional experience at Raymond James & Associates, Wells Fargo Clearing Services LLC, and JP Morgan. 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 plans, corporations, and charitable organizations.

David Immler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. David works with families, leveraging his extensive experience and understanding of capital markets to help clients pursue their financial goals using the resources available at Fidelity. He holds an Arkansas Insurance License and has developed expertise in financial consulting over his tenure at Fidelity. Outside of his professional role, David enjoys family activities, hiking, outdoor adventures, parenthood, soccer, and traveling.

Amber Seale is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Raymond James & Associates in Dallas, TX since 2015. She previously worked in the luxury sector from 2017 to 2018. Amber is a limited partner in K-7 Enterprises. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and nonprofit entities, offering financial planning and investment consulting services through various advisory programs.

Kenneth Martin is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BBVA Wealth Solutions Inc. and Regions Bank. He is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party managers.

Mason Tenery is a CFP® with 10 years of experience at Edward Jones in Dallas, TX. He has served on the Baylor University School of Music Board of Advocates since 2019, attending semi-annual meetings to discuss projects, expenses, scholarships, and acting as a liaison between students and the School of Music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.