Kristopher Jantzen is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with firms including Cetera and Allstate. Outside of his advisory role, he has involvement with the American Airlines Federal Credit Union. 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, leveraging model portfolios, third-party subadvisors, and advanced technology tools to support its advisors.

Umer Awan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and various divisions of JPMorgan Chase since 2016. Outside of his advisory role, he works as a delivery driver and rideshare driver on a part-time basis. 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 reporting. The firm operates on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Alicia Lara is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. She has previously worked with American Airlines Financial Credit Union and serves as an owner of Texas Tinge LLC, a non-investment-related business. Lara also has a seven-year affiliation with the University of Texas at Arlington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary investment strategies supported by research and technology tools.

Brian Bogard is a financial advisor with Edward Jones in Dallas, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Merillyn Caracciolo is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2022, following prior roles at Morgan Stanley and JP Morgan Securities. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Bin Nguyen is a CFP® with 22 years of industry experience, currently affiliated with J.P. Morgan Securities in Dallas, TX. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2009 and 2010, respectively. Outside of his advisory work, Nguyen is a general partner managing a country ranch focused on wildlife habitat preservation. J.P. Morgan Securities LLC 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 when recommending investment strategies.

Lisa Brown is a financial advisor with Wells Fargo Clearing in Irving, TX, holding a Series 63 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Lee is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and one year of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, with prior roles at Winters and King and Henry & Dow. Outside of his advisory role, Lee serves as a trustee for the OSU/Tulsa Board of Trustees and maintains a law practice through BCL Law, PLLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a non-discretionary approach that combines quantitative asset-allocation modeling and centralized due diligence, while incorporating ESG criteria in its recommendations.

Tin Chak Lam is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

Stefanie Moore is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Timothy Venters is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups providing opinions on financial topics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

James Horsburgh is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and having one year of industry experience. His background includes roles at JPMorgan Chase Bank and DICK'S Sporting Goods, as well as involvement with Oklahoma State University and the Pops 66 Soda Ranch Restaurant. 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 applying an ESG eligibility framework in its recommendations.

La Tosha Miller is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following four years at National Financial Services LLC. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers bank products and services including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, 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.

David Jennings is a financial advisor at Morgan Stanley in Dallas, TX, with 48 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in financial decision-making.

Joseph Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined ten years. He has been with Raymond James & Associates since 2019. Raymond James & Associates, Inc. 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, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Tadiwa Mujokoto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Mujokoto held various roles at JPMorgan Chase Bank and has experience working in retail and service industries including Nike, Ulta, and Chipotle. 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 additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Wilfong is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 37 years of industry experience. He has been with UBS since 2007. Wilfong serves on the Investment Committee of the Board of Directors for The University of Memphis Foundation. 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 proprietary research and institutional trading capabilities with wealth management services.

Alexa Ibarguen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Bank of America and Merrill Lynch from 2018 to 2021, as well as at Invitation Homes from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models in its advisory process.