Kathleen Mcinerney is a CFP®-certified financial advisor with LPL Financial in Dallas, TX, bringing 36 years of industry experience. She has worked with Energy Advisors and LPL Financial since 1996. Mcinerney serves as a director of a family business, Energy Advisers, but is not actively involved or compensated in that role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Hanna is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following an 11-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation solutions, emphasizing client discretion in implementation.

David Jernigan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 42 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Nancy Sawicki is a CFP® with 33 years of industry experience and has been with UBS Financial Services in Dallas, TX since 1999. She holds Series 63 and Series 65 licenses. She serves as executor of the estate of her late father, managing the closing of the estate’s brokerage assets. UBS Financial Services Inc. provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets products through a comprehensive platform that integrates proprietary research and institutional trading capabilities.

Mark Duckworth is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Jackson Toney is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and four years of industry experience. He has been with J.P. Morgan entities since 2018, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities LLC 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.

Anupa Philip is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Merrill, JPMorgan Chase Bank, Fidelity, Capital One, and Wells Fargo. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and investment solutions supported by both in-house and third-party providers.

Robert Boronow is a financial advisor at Stifel with 43 years of industry experience, including 25 years at Stifel, Nicolaus & Co., Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a committee member for the Texas Neurofibromatosis Foundation’s signature event, Dining Out in Dallas - Battle of the Chefs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Noah Terrill is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, he was involved with The Terrill Group LLC and has worked in several other roles including positions at Jim Peterson Construction Inc and Surf N Wear's Beach House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Alan Yonack is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mr. Yonack serves on the board of Vogel Alcove, a nonprofit charity supporting homeless children in the Dallas area. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Judd Cryer is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Commerce Street Capital and NXG Investment Management, among others. 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.

Jared Singh is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery processes and firm-approved planning tools in its financial planning approach.

Peter Rios is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Jpmorgan Chase Bank. Outside of financial services, he has worked as a contractor for a food delivery service. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Angella Johnson is a financial advisor with Wells Fargo Advisors in Dallas, Texas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special-needs analysis. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written client summaries.

John Crocker is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is involved with CPB Capital Group LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Chapman is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Raymond James, he worked at SunTrust Bank and its affiliated investment services and advisory entities for seven years, and at J.P. Morgan Securities for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tracy Shelton is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2009 to 2022 before joining Stifel in 2022. Shelton is based in Dallas, TX. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology and offers episodic fee-based financial planning, with clients maintaining discretion over implementation of recommendations.

Andy Tembon 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. Prior to joining J.P. Morgan Securities, he worked at Goldman Sachs and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Joshua Leonard is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has held positions at UBS Financial Services for 23 years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. Leonard holds Series 63 and Series 65 licenses and is based in Dallas, TX. 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 its network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Charles Jones is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a timber business in Mississippi. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team, and offers a broad range of advisory, brokerage, and insurance solutions.