Matthew Gibson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Goldman Sachs and UBS Financial Services. He attended Oklahoma State University and Bishop Kelley High School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a range of proprietary research, trading activities, and affiliated banking programs.

Jason Palmer is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors Inc., USAA Financial Planning, and USAA Investment Services Company between 2018 and 2020. Charles Schwab & Co., Inc. serves a large client base mainly consisting of 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 guidance using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining RBC in 2026, he spent a decade at Stifel Nicolaus & Co Inc and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management serves a wide range of clients, from individual investors to institutions, offering various advisory programs that provide discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Evan Sikorski is a Financial Consultant at Fidelity Investments. In this role, he focuses on guiding clients through the financial planning process while building relationships centered on their financial values, priorities, and goals. He believes that understanding each individual's financial emotions is essential in creating effective financial plans. Evan has been with Fidelity Investments since 2020, progressing through several positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before his current role. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management. Outside of his professional work, Evan has interests in cars, fishing, gardening, hiking, playing instruments, and volunteering.

Chad Forsberg is a financial advisor at Fidelity with the ChFC® designation and a Series 66 license. He has over a decade of industry experience, including 12 years at Truist Financial Corporation before joining Fidelity in 2026. Forsberg is based in Dallas, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Whittington is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in real estate and home loans. Charles Schwab serves a large client base, 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 advisory recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure.

Shannon Morphew is a financial advisor with Raymond James Financial and Bordelon Capital Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Raymond James and its affiliates since 2013. Morphew is a committee member of the National Charity League of Richardson, where she participates in the annual audit of the chapter's financial records. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Allison Davis is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2016, currently serving at Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include coordinated planning efforts and access to various investment products.

Gentian Fairman is a Series 66 licensed advisor with J.P. Morgan Securities in Dallas, TX, with two years of industry experience. Their prior work includes roles at JPMorgan Chase Bank and a consulting firm, Fairman Consulting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Patrick Lodewick is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill for 12 years prior to joining LPL Financial in 2009. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously with Edward Jones from 2016 to 2020. 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 applies an ESG eligibility framework in its recommendations.

Alexander Durham is a Series 66 licensed financial advisor with LPL Financial in Dallas, TX, and has two years of industry experience. He attended Texas Christian University and Southern Methodist University prior to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad financial services structure.

Malisha Daulat is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo Investments, LLC for 25 years before joining her current firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Lisa Ragland is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2009 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jennifer Curtis is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Her career includes multiple roles at Morgan Stanley and its affiliates, as well as positions at Equinox, Foundation Physical Therapy, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment insights. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial products and strategies through a large network of advisors.

Tracy Green is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2021, Green worked for TIAA and TIAA-CREF from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management, offering a wide range of financial planning and portfolio management solutions.

Jessica Weber is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and began her career in the financial industry in 2024. Prior to joining J.P. Morgan Securities, she has experience with several firms, including JPMorgan Chase Bank and Renegade Swish LLC, and attended Texas Christian University. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Jensen B. Moock is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has written a fictional novel and is in the process of signing a publishing contract. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including trading, underwriting, research distribution, and affiliated lending programs.

Tyler Mc Andrews is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he has worked as an independent contractor caddie at Maridoe Golf Club since 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Scott Thompson is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2012. He is based in Dallas, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support portfolio diversification and manager evaluation.