Careyann Thomas is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015, currently also associated with Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Luis Ramos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab & Co., and TD Ameritrade. 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.

Wesley Black is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, including a period with Bank of America, N.A. Outside of his advisory role, he is a member of Leather Apron Capital LLC, a small investment firm that provides capital to local start-up companies during early funding rounds. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marissa Mullens is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2021. Outside of her advisory role, she operates a medical sales business and a photography business and is a partner in a real estate venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Monte Carlo simulations.

Taeeon Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Taeeon works to create personalized wealth management strategies that align with clients' life priorities and changing market conditions. Taeeon's approach involves understanding each client's full financial picture to develop flexible strategies tailored to their specific goals and aspirations. Taeeon's expertise includes family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and individual and corporate investment strategy. Taeeon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taeeon earned a Bachelor's Degree from State University at Albany and communicates fluently in English and Korean. Outside of professional pursuits, Taeeon enjoys golfing, spending time with family, and traveling.

Luisa Perez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 65 designation and has previously worked at Texas Capital Bank Private Wealth Advisors and Comerica Bank, among other firms. Outside of her advisory role, she also works as a contract delivery driver for Amazon and Walmart. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Louis Allen is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he held various roles including positions at Grant Chen and Southern Methodist University. 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 brokerage, distribution, and investment management capabilities.

Christopher Sison is a financial advisor at Edelman Financial Engines based in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Fisher Investments, Personal Capital, Ribbon Technologies, and Bear Ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers both discretionary and non-discretionary investment solutions with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Dusty Nichols is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following five years at WFG Investments Inc. Outside of his advisory role, Nichols is involved in independent insurance brokering. Ameriprise Financial Services is a large institution serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Brett Bailey is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisers since 2024. Outside of his advisory role, he is involved as an insurance agent selling fixed insurance products and serves as a marketing associate at IMG Financial Group. Cetera Investment Advisers operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs and access to both affiliated and third-party managers.

Dylan Sellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has previously worked at RHSB Insurance and Theatro. Outside of his financial career, he serves on the board of the Champions Club at The Notre Dame School of Dallas, a school for students with developmental disabilities, where he volunteers to plan events and support fundraising efforts. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lauren De Vries Shields is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. In addition to her advisory role, she is also employed by JPMorgan Bank, where she can offer certain deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Keaundra Sykes is a financial advisor at Edward Jones in Dallas, TX, holding the Series 66 designation. She has been with Edward Jones since 2025 and has a background that includes full-time education and work experience outside the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Folmnsbee is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked for UBS Financial Services for 15 years. He serves on the finance committee of St. Rita Catholic Parish, assisting the Pastor and Headmaster in a non-voting role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

John Davidson is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his role, he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals and providing peace of mind amid market fluctuations. John has extensive experience within Fidelity Investments, having held multiple positions since 2006. His career progression includes roles such as Managed Solutions Consultant, Senior Portfolio Specialist, and Client Management Representative, among others. This breadth of experience has equipped him with a comprehensive understanding of investment strategies and client relationship management. He holds insurance licenses in Arkansas and California. Earlier in his career, John completed an internship at Prudential Securities in 2001.

Parker Young is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Eastburn is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at UBS since 2009. Outside of his advisory work, he participates in grant evaluation and fund distribution at The Foundation at Highland Park Presbyterian Church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocation to tailor client plans.

Markley Alexander is a Financial Advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles in alternative investment management and internships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Victor Sobers is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he serves as a power of attorney for a family member in Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

James Trousdale is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation and 23 years of industry experience. He previously spent 12 years at CitiGroup Global Markets Inc. There are no notable outside business activities reported. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with more than 14,000 advisors and roughly $671 billion in assets under management.