Jeannette Maddox is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to inform client strategies.

Corbin Best is a CFA® charterholder and financial advisor with 10 years of industry experience. He has worked at UBS Financial Services since 2021 and previously spent six years at JPMorgan Chase Bank and JPMorgan Securities. Based in Dallas, TX, he holds the Series 63 license. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Paul Giacomazzi is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and entering his first year in the industry. His prior roles include positions with Clergy Planning Group and work as an independent contractor. Outside of finance, he has experience with the Wolfpack Baseball Club and Kenosha Kingfish organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory platforms.

Numneek Singh is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Fisher Retirement Services, Fisher Investments, Charles Schwab, and Fidelity Investments among other firms. 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 strategies for a range of individual and institutional investors.

Matthew Graham is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has nine years of industry experience. He has been with JPMorgan Securities and related affiliates since 2016 and was previously involved with RHIDADDY LLC. Graham is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products alongside investment services. 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 an ESG eligibility framework in its recommendations.

Paul Cooke is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses with 33 years of industry experience. He previously worked at Citigroup for 12 years before joining Wells Fargo in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Daniel Reyes is a Financial Advisor with Merrill Lynch Wealth Management specializing in clear guidance, steady income strategies, and fostering long-term client relationships. He focuses on developing financial plans that align with his clients' individual goals, emphasizing simplicity and achievability in long-term financial success. With expertise in areas such as education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income, Daniel takes the time to understand what matters most to each client and tailors strategies accordingly. He serves as a continuous resource, providing answers and guidance through every stage of the financial journey to help clients feel confident and supported. Daniel holds a Bachelor's Degree from the University of Texas El Paso and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of Delta Sigma Pi and is involved with the Special Olympics. Fluent in English, Spanish, and German, Daniel maintains a balanced lifestyle with interests in basketball, camping, football, rock climbing, running, scuba diving, soccer, tennis, and traveling.

Brandon Hamil is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior roles include positions at Girard Securities, VSR Financial Services, Summit Brokerage Services, First Allied Securities, and several other firms. He is based in Mansfield, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options and accessibility to third-party money managers, overseeing over $256 billion in assets.

Jayce Frady is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining RBC, Jayce worked at Mary Kay Inc. and Blessings Golf Club, and has a background that includes roles at Calloway's Nursery and Trinity Christian Academy. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering discretionary and non-discretionary portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and employs tailored strategies based on client risk profiles.

James Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, Prince serves as chairman of the finance and investment committee at Prestonwood Baptist Church and is a director for Weir’s Furniture Village. 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 broad client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jennie Walsh is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2020 and previously spent eight years with Cetera Investment Services LLC. Outside of finance, Walsh is a vocalist in the band Jaybirds. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Harris is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Raymond James & Associates, BOSC, Inc., and Bank of Texas. Harris is an adjunct professor at Texas Christian University and serves as a board member and chair of the investment committee for The Admiral Nimitz Foundation. Cambridge Investment Research Advisors is a large SEC-registered adviser that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing proprietary models and access to third-party strategists tailored to client objectives.

Lee Kerr is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Highwood Capital for eleven years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver these advisory services.

Maxwell Meyers is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following seven years at UBS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Karlson Haynes is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His background includes roles at UBS Financial Services and prior educational and film industry involvement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions supported by proprietary research and institutional trading capabilities.

Hayden Godat is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has been affiliated with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he is a passive investor in Ragged Mountain LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Jacob Finke is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Independent Financial and in academic roles at Baylor University’s Philosophy Department. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Garrett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes roles at Nationwide Investment Services Corporation and several other financial firms. Outside of finance, he owns Garrett Brothers Firewood, a firewood sales business based in Dallas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

David Hobbs is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James and Associates Inc., where he worked for nine years. Outside of his advisory role, Hobbs is the CEO of The Art Menu, LLC, a business he oversees in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jackson Garrett is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Koia and Direct Buy Home Improvement, as well as various positions during his time at Louisiana State University. 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.