Elias Acosta is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Outside of his advisory role, he owns and manages a rental property. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Lasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Emmanuel Flores is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Fidelity Investments, and Frost Bank. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jhubin Moghaddamfar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Frost Bank and JPMorgan Chase Bank, among others. Outside of his advisory work, he is a partner in a real estate LLC that manages a rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Michael Parry is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory services with affiliated brokerage and investment management capabilities.

Rodney Dixon is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 22 years of industry experience. He has been with Merrill since 2009. Outside of his advisory work, Dixon owns and operates several businesses including a pecan farm, a second-hand goods trading enterprise, and a BBQ competition team. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Stefhanie Beard is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 18 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Beard serves as an advisory board member for Open Books, a charitable organization focused on literacy and fundraising. 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, and institutions.

Timothy Bunt Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare roles and has served with the Somervell County Fire Department since 2015. He is also employed as a salaried manager at BCK Management Services, LLC, an advisory business. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kaelyn Ellis is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. She began her advisory career in 2026, previously working in various roles including positions at Texas Roadhouse and D.A. Davidson Wealth Management. Outside of finance, her background includes experience in retail and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Dale Scofield is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering and holds managing partner positions in several consulting and financial planning entities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Emily Reed is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Jacob Tippit is a financial advisor at RBC Capital Markets based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, Bond Financial, Watermark Home Loans, and Lakeside Equity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Miguel De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies that align with their unique financial goals. He emphasizes understanding each client's full financial picture to create adaptable plans suited for today’s dynamic market conditions, utilizing insights from Merrill and solutions offered by Bank of America. Miguel holds a Bachelor's Degree from Universidad del Sagrado Corazon and has earned the Personal Investment Advisor (PIA) professional designation. He is committed to working closely with clients one-on-one to pursue their long-term financial objectives. Additionally, Miguel actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Jamar Miller is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Fidelity since 2005. Outside of his advisory work, he is the owner of Miller Holding Group, an LLC managing family property in Dallas, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Sneh Raghu is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining Morgan Stanley in 2026, Raghu worked at CAIS Capital LLC, Leucadia Asset Management LLC, Jefferies LLC, Merrill, LPL Financial LLC, and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Curtis Pinney is a financial advisor at Edward Jones in Grand Prairie, TX, with one year of industry experience. Prior to joining Edward Jones, he worked for Cummins Sales and Service for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors.

Robert Nursey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has worked with Cetera and its affiliated entities since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. Nursey is also a managing member of Ivy League Wealth Management, LLC, where he provides financial planning and insurance services, and serves as a FINRA arbitrator and expert witness. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Jeremy Thompson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank and Mass Mutual Investors Services. Thompson joined Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Hunter Henry is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and having 24 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman Sachs for 18 years. Outside of his advisory role, he owns and operates a livestock ranch and is a managing member and board director of a clothing company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.