Chenell Mc Bean is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Forest Hills Financial Group, and Equitable Advisors. She is also employed by JPMorgan Chase Bank, where she offers certain banking products and services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities.

Angelique Cruz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various firms including Northwestern Mutual Investment Services LLC and WWA Integrated Wealth Strategy Group prior to joining J.P. Morgan in 2022. 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, distribution, and investment management capabilities.

Jared Kuykendall is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2020. Jared serves as a board member of the Foundation for Tulsa Schools, participating on its Finance & Audit committee to provide financial oversight and investment strategy guidance. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Drey McInnes is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this position, Drey worked as an Investment Consultant at Fidelity Investments from 2021 to 2022 and as a Wealth Management Consultant at Merrill Lynch from 2018 to 2021. Drey specializes in helping clients identify and work towards their financial goals, including saving for children's futures, planning for retirement, generating income, managing market volatility, and tax-efficient investing. Drey collaborates closely with clients to review their financial situations and develop clear steps to achieve their objectives, supported by Fidelity's ongoing assistance. Outside of work, Drey has personal interests that include fitness, golf, motorcycles, and skiing.

James Koestner is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Dallas Park Cities Lions Club, leading community service activities focused on children's eye care and local events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual and institutional clients. The firm offers a variety of fee-based programs with portfolio management tailored to clients’ risk profiles, incorporating both in-house and third-party investment managers.

Heidi Gough is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a director and board member at the Corinthian Sailing Club. 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 diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Carlos Hernandez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at The Vanguard Group and JPMorgan Chase Bank. 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. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Christina Nuckolls is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has experience in the industry dating back to 2012, including over a decade at SRP Investment Management prior to joining UBS. Outside of her advisory role, she owns the Chris Chandler Collection, an online clothing brand. 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 client goals and risk tolerances.

Stacey Beatey is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 registrations with 25 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 employs a structured planning process supported by firm-approved tools and market outcome modeling.

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Danny Pena Rauda is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America and PLS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mauro Marquez is a financial advisor at Stifel with 15 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Neuberger Berman LLC and Texas Capital Bank. He serves as a board member and treasurer for the Leadership Forward Mentoring Program. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.

Grant Tomashoff is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of offerings including fee-based financial planning, discretionary portfolio management, and market-making activities.

Michael Milner is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 28 years of experience to his role. He primarily works with clients who have assets exceeding two million dollars, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael completed his high school education at WC Mepham. Outside of his professional work, he spends time golfing, playing tennis, traveling, and enjoying time with his family.

Nathaniel Woodward is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Landmark Media, Inc. for six years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tyler Wood is a CFP® credentialed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Dallas, TX. He joined UBS in 2019 after working at TD Ameritrade and has prior experience in healthcare and academia. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors who use proprietary research and model-based asset allocations.

Angela Hinds Arolfo is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and 17 years of industry experience. She previously worked with UBS Financial Services and RBC Capital Markets, LLC. In addition to her advisory role, she maintains a real estate broker license for personal use. 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 plans according to client goals and risk tolerances. The firm offers a broad platform integrating wealth management with institutional trading capabilities.

Ivan Rodriguez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously held roles at Bank of America, JPMorgan Chase, and Security Service Federal Credit Union. Outside of his advisory work, Rodriguez owns and operates an online sales business, Bluxisyu LLC. 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 plans, corporations, and charitable organizations.

Donald Davis Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in managing rental real estate properties alongside his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional consulting through multiple specialized divisions.

Anna Carlyle is a CFP® and PFS™ credentialed financial advisor with 34 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera since 2025, following a decade and more with Avantax Advisory Services and Avantax Insurance Agency. Carlyle serves as a Trustee managing a family trust and has contributed to the American Institute of Certified Public Accountants by developing questions for the Uniform CPA Examination. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.