Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, FedEx, and several years at T-Mobile. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Christopher Halstedt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2024. Halstedt serves as a trustee for a Charitable Lead Annuity Trust focused on managing assets for charitable purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of advising, he is involved in a farming LLC established to hold hunting property for personal use. 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 diversified client base, including individuals, institutions, pension plans, and charitable organizations, and offers a range of financial planning and consulting services through multiple portfolio management styles and affiliated research.

Colin Boddicker is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Texas Capital Bank Private Wealth Advisors, and Raymond James Financial Services Advisors. Outside of his advisory work, he is involved with Texas Christian University in a publishing capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Patricia Thompson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Devening is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. He serves as a trustee for multiple insurance-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Leslie Tollen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients primarily in an advisory capacity.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Charles Di Carlo is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2016 and 2017 respectively. Outside of his advisory role, he assists with a family-owned grocery store in Dallas, Texas, where he performs various operational tasks. 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 and profit-sharing plans, corporations, and charitable organizations.

James Gernand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at Wells Fargo in various capacities from 2011 to 2017. Outside of his advisory role, he owns two small businesses related to his personal hobbies: Gernand Outdoors, focused on kayak, boat, and fishing tackle rigging, and Gernand's Woodcraft, which sells woodworking projects. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Kate Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and Charles Schwab. Outside of finance, she works part-time as a licensed professional counselor at a small therapy practice in Keller, Texas. 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.

Ra Shad Adkison is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked in various roles within J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. prior to his current position. Outside of his advisory work, he also works as an Amazon Flex delivery contractor. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Joel Risenhoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial in two separate periods totaling nine years, and previously spent eight years with Kestra Advisory and Kestra Investment Services. He also has a background at Neighborhood Credit Union spanning 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions tailored to individuals, retirement plans, banks, trust companies, and other institutions.

Jason Crenshaw is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He operates a hobby farm in Ferris, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors that supports more than four million clients across individual and institutional segments. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Chao is a Series 66 licensed financial advisor with UBS Financial Services in Dallas, TX. She has seven years of industry experience, including three years at Kitano Capital prior to joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Derrick Lytle is a Private Wealth Advisor specializing in developing goal-based financial strategies tailored to the unique and evolving needs of families and institutions. In this role, he serves as the primary investment strategist, aligning strategic and tactical investment approaches with client priorities and objectives. Derrick brings extensive experience in investment analysis, wealth strategy, and portfolio management acquired since 1993. He holds a Bachelor's degree from Oakland University and has earned the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Derrick is affiliated with the CFA Institute and holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, family wealth management, legacy planning, tax minimization, and philanthropic planning, among others. Derrick is actively involved in his community, serving on the board of Men of the Sacred Heart and participating as a board member of Legatus. He enjoys spending time with his family, coaching children’s soccer teams, and engaging in adventure sports, music, reading, and soccer. Derrick resides in Rochester Hills, Michigan with his wife Diane and their seven children.

Charlie Hernandez is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America and has seven years of experience at Manny's. Outside of his advisory role, he assists with managing his parents' financial affairs through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Trevion Green is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he was employed at Capital One and G's Gropro. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Zulick is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2015, following prior roles at Barclays Capital Inc. and Lehman Brothers Inc. Outside of his advisory work, Zulick is involved in sports management and athlete representation through his ownership of Allegiance Sports Management Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.