Jackson Smith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at CAVU Securities and Semper Capital Management, and has experience with Louisiana State University and the LSU Museum of Art. 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.

Robert Moore III is a Series 66 licensed advisor with Morgan Stanley in Dallas, TX, bringing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and sophisticated modeling techniques.

Lance Stanchel Skyler is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Bank of America, Fidelity Investments, and Merrill during his financial services career. Outside of advising, he is involved in a business buying and selling used cars and works as an armed security guard. 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.

Quinn O Neill is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones in 2024, he worked at JP Morgan Chase Bank, N.A. from 2021 to 2023 and was briefly employed by the Houston Astros in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lori Maine is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Lori serves on the Board of Directors for Tau Beta Chi Omega House Corporation in Stillwater, OK. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Rivers Graham is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and he graduated from Texas Christian University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kenny Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2020 and also has prior experience at Bank of America and Christy Alley State Farm. Merrill, along 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, and institutional investors.

Zachary Martin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to joining UBS, he held positions at Campbell Soup Company, the United States Census Bureau, and State College Area School District. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kenley George is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Dallas, TX. His prior experience includes roles at Hd Vest, First Command Financial Services, and Grove Point Advisors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Jack Rhodes is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions related to outdoor education and university programs. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG framework applied to investment recommendations.

Angel Saucedo is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, the United States Small Business Administration, and Inwood National Bank. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jennifer Lan is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS in two separate periods, as well as at Troutman Pepper Locke, Haynes and Boone, LLP, and Lan Smith Sosolik, PLLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor client strategies.

Jennifer Lake is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their long-term vision, goals, and priorities. She is part of a team dedicated to developing and implementing financial plans tailored to those objectives while providing comprehensive service. Jennifer has been with Fidelity Investments since 2016, holding roles as a Financial Representative, Relationship Manager, and currently as a Private Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship development. She holds an Arkansas Insurance License. Outside of her professional commitments, Jennifer enjoys activities such as fitness, hiking, visiting museums, reading, traveling, and engaging in parenthood.

Ryan Griffin is a financial advisor with LPL Financial based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at Securities America Advisors and UBS Financial Services. Griffin is also a commissioned notary in Texas. 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, employing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.

Jason Freeman is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His career includes six years at Avantax and ongoing work with Karen S Freeman, CPA, PLLC. Outside of advisory services, he is involved with Atlet Sports and manages Jason Freeman Baseball/Softball, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, alongside a broad array of non-advisory financial services.

Robert Massey is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and at JPMorgan Chase Bank, N.A. since 2016. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Lauren Drinkwater is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tolleson Wealth Management and Bank of America, N.A. Merrill, along 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.

Cullen Thomason is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman, Sachs & Co. starting in 1996. He serves on the investment committee and board of directors for The Gladney Fund, a nonprofit focused on adoption, and holds board and treasurer roles supporting the Highland Park Boys Lacrosse club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies.

Scott Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience advising individuals and family groups on building, managing, preserving, and transitioning their wealth. Scott develops investment plans tailored to his clients' long-term goals and risk tolerance, drawing on his expertise to structure balanced portfolios that address specific financial needs. Scott holds a Bachelor's Degree from the University of Texas System and an MBA from Southern Methodist University. He has earned the Personal Investment Advisor (PIA) designation. In addition to his professional work, Scott participates in community volunteer activities, reflecting the Merrill tradition of engagement within the communities served.