Joan Mason is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities. She is also involved with Mason Aerospace Consultants LLC, a consulting firm where she serves in an advisory board capacity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by comprehensive planning tools and resources.

David Siegel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity and TD Ameritrade. Outside of finance, he performs as a guitarist in a band that plays live venues on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ryan Valenzuela is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining LPL Financial and establishing Valenzuela Wealth Management. 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 financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Heather Hampshire is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies and serves individual, high-net-worth, pension, corporate, and charitable clients.

Alexander Nierling is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his financial advisory role, he is a passive owner of a car dealership, Vaquero Motors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jamie Buzzard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has worked at J.P. Morgan Securities since 2006 and at JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved as an owner or partner in several business ventures, including an event services company and private investments in automotive and consulting-related holdings. 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. Its advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.

Dustin Ripley is a Series 66-licensed advisor with J.P. Morgan Securities in Dallas, TX, bringing 10 years of industry experience. He previously worked at Goldman Sachs & Co. and serves as a Lieutenant Colonel in the United States Air Force Reserve, where he is involved in disaster response preparedness in Oklahoma. 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. Their advisory process combines quantitative and qualitative research, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Jacob Garfunkel is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Gartner and held teaching positions at Texas Christian University, Loyola College Prep, and Southfield School. 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.

Nechemia Proter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Cetera and its affiliates since 2013 and is involved in various outside businesses, including ownership and management roles in insurance agencies and risk management consulting, as well as trustee responsibilities for employee benefit programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including both discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jacob Ahrberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current roles, he held positions at Kanakuk Ministries, Contango Oil and Gas, and the Oklahoma State Senate in 2020. 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, supported by centralized due diligence and a mix of quantitative and qualitative research.

Thomas Grier is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked previously at Wells Fargo Clearing, PNC Managed Account Solutions, and Morgan Stanley Dw Inc. 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 financial planning and asset management services through a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Gregory Galbraith is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer and secretary for CG Family Investments LP. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supplemented by in-house research and third-party sub-advisers.

Antonio Fernandez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, Charles Schwab Independent Branch, and other firms. He serves as Treasurer and board member of Your Mission, a religious and charitable nonprofit focused on providing assistance to individuals and communities in need. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research with a range of investment strategies, including ESG frameworks.

Kaleb Wilson is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Arvest Bank, Adaptation Financial, and American Fidelity, as well as several years in academic and medical administration. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Bennett II is a CFP® professional with eight years of experience in financial services. He currently works at Edward Jones and previously held roles at The Vanguard Group, Northwestern Mutual, and Keller Williams. Bennett serves as president of Combat Wounded of Texas, a nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Watkins Jr. is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, Watkins is the owner of Drecon LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and around $15.5 billion in assets under management.

Jason Gordon is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Merrill, Bank of America, and UBS Financial Services before joining JPMorgan Securities and JPMorgan Chase Bank in 2018. He serves on the board of the Houston Jewish Community Foundation and is involved with several nonprofit organizations, including the Daniel P and Annette B Gordon Foundation and the Holocaust Museum Houston. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Mackenzie Somoza is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining UBS in 2019, Somoza worked at Goldman Sachs & Co. LLC and EY. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research-driven solutions.

Gregory Glosser is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of a global ministry and participates as a member of a homeowners association board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and customizes investment strategies using a combination of in-house and third-party managers.