Ching Eiler is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Travis Owens is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. 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 financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Carrington Washburn is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Goldman Sachs and Ringle, as well as internships and positions at Dartmouth College and Postmates. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Marylyn Houston is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, supporting a range of investment and financial strategies.

Patricia Tippins is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Carol Patrick is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. As an employee of both entities, she is able to offer a range of banking products and services alongside her advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with ESG considerations and broader derivatives and commodities capabilities.

Rachael Wildes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan-affiliated entities since 2017, including time at Teocalli Capital Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm integrates quantitative and qualitative research in its process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

James Barrett is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations with 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, UBS Financial Services, and Fidelity. Outside of finance, he operates James Barrett Photography, a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients.

John Briggs is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with four years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carsten Frederiksen is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its Private Bank affiliate. Frederiksen is based in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ryan Du Plessis is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 registrations with three years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting recommendations that incorporate ESG criteria and broader derivatives capabilities.

Lauren Carter is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2025 and previously spent seven years at MarketAxess and four years at Bloomberg. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Matthew Taylor is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as Vice President of Dragonrock Ventures LLC, a real estate business. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerardo Fuentes is a financial advisor at Stifel in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Fuentes serves as a board member for Dallas CASA and participates in advisory and committee roles with several educational, economic development, and community organizations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Caden Reagan is a financial advisor at Edward Jones in Dallas, TX, holding the CFP® and Series 66 designations. He has experience working at HFS Wealth Management and BentOak Capital prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a variety of advisory and investment strategies under a fiduciary standard.

Robert Debeer is a financial advisor at Stifel with Series 63 and Series 66 designations and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 11 years at Bank of America. Outside of his advisory role, he serves as a board member on the Salesmanship Club of Dallas Foundation, where he reviews the foundation’s finances and investment performance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward‑looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Eleanore Simone is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Securities, JPMorgan Securities, and Alix Partners. She is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jasmine Le is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at Merrill and Xander Staffing before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Shannon Hogan is a financial advisor at UBS Financial Services in Dallas, TX, with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her advisory role, she spent time in full-time education and had a position at Mac Speed and Strength. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and capital markets solutions.

Salinda Nowell is a financial advisor at UBS Financial Services in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she is involved in managing rental property jointly with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.