Jennifer Chandler is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009 and concurrently with Bank of America, N.A. since 2003. Chandler serves on the boards of several nonprofit organizations including the Texas Lyceum, Leadership Dallas, Southwestern Medical Foundation, and the Dallas Regional Chamber, where she is chair elect for 2027. 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, and institutional investors.

Christopher Lambert is a financial advisor at Raymond James Financial with Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Vine Alternative Investments. Outside of his advisory work, he is an associate at Cadent Capital, where he assists in investment analysis and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory program implementation and institutional portfolio management.

Tyler Settele is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2018, as well as Waddell and Reed Inc. from 2016 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Fung Tien Shia is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent six years at Goldman Sachs & Co. She serves as a board member of the Chamber Orchestra of New York, a nonprofit organization that promotes classical music to youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with institutional trading capabilities alongside wealth management services, offering a broad range of financial products and capital markets activities.

Casey Kupper is a CFP® and CFA® charterholder with 24 years of industry experience, currently serving at Raymond James Financial in Irving, TX. He has been with Raymond James since 2015 and has also held a position at Southern Methodist University since 2019. Outside of his advisory role, Kupper is a co-branch manager and wealth manager at Cadent Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

Adam Vilfordi is a financial advisor with Ameriprise in Farmers Branch, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Ameriprise since 2018 and previously spent time at UBS Financial Services and American Funds. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Carissa Sutterfield is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following three years at Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves 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 and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

William Griffin is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as chairman of the finance committee at the E.J. Ourso College of Business at LSU, where he supports fundraising and advises the dean. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to both individual and institutional clients. The firm applies a structured financial planning process using firm-approved tools and offers both direct and employer-based financial planning services.

William Swisher is a financial advisor with Ameriprise in Garland, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors and Ethics Committee for DSC and is Chairman of the Garland South Area TIF Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Arthur Spoerl is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Dallas, TX, and has 10 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He is also enlisted in the Oklahoma Air National Guard. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Mario Arnal Reveles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Wells Fargo Co., as well as involvement with The University of Texas at El Paso and a logistics services company. Outside of his advisory work, he owns and operates a freight and transportation business, FOREX GLOBAL, LLC. 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 IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Lance Whitworth is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America. Outside of advising, he participates in the Host Committee for the Folds of Honor Gala, assisting with event attendance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

William Garland is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Chiperfield is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wheels Up. Prior to his financial services career, his background includes roles at Southern Methodist University and Morristown-Beard School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Fredrick Lehman is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with UBS Financial Services since 2013. He previously worked for Morgan Stanley and its affiliates from 2000 to 2013. Lehman serves on the board of directors for the Dallas Opera. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Brooke Barber is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Brooke worked briefly at X-treme Tan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its non-discretionary advice.

Michele Powell is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is the sole manager of Dorothea Ventures, LLC, which makes private equity investments in startup companies, and serves as Membership Chair on the Board of Directors for Executive Women of Dallas. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stephen Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 42 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured processes and advanced modeling tools, serving clients through both direct and corporate financial planning programs.

Austin Killough is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. His background also includes time at Boeing and multiple engagements with the University of Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Melanie Straughan is a Financial Consultant I at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Melanie was a Financial Consultant at Equitable from 2019 to 2022. In her roles, Melanie partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. She focuses on enabling clients to make measurable changes in their financial lives through comprehensive financial planning and investment guidance.