Joseph Murt is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Goldman, Sachs & Co. for 13 years before joining UBS in 2024. He holds Series 63 and Series 66 credentials and is based in Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jocelyn Smith is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 1998. Jocelyn is a 1% owner of Smith Medical Technologies, a medical equipment distribution LLC founded by her husband, though she does not have an active role in the business. 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.

Meredith Mc Kay is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018 and previously spent two years with UBS Financial Services. Outside of her financial advisory role, she is a partner in a self-storage investment venture in Rockwall, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Meeks is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Cambelle Bouchard is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. Prior to her current role, she worked at Brut Lighting and attended Southern Methodist University. 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 additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Pablo Moreno is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at multiple entities within the J.P. Morgan organization since 2018, as well as at TD Ameritrade and Aerotek prior to that. In addition to his advisory role, he is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products and services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized manager due diligence.

Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, Smith teaches at Colorado Technical University. 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. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market models.

Larry Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with various divisions of JPMorgan Chase since 2005. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Calvin Reid is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has operated a pressure washing business, Reid Pressure Washing, which he continues to own. 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 a range of model‑based and discretionary investment strategies for individual and institutional clients.

Josh Deever is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of finance, he has experience running Cooksy's BBQ and served with the Tyler Association of Soccer Officials. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Virkeisha Palmer is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked in education with the Escambia County School District for 15 years and has held positions at PFS Investments Inc. and Dixon Transportation Group. She is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies and offers a range of discretionary and separately managed account options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

William Piazza Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and nine years of industry experience. He previously worked at RBC Capital Markets for ten years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Yaphet Tadesse is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Patrick Manion is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 credential. Based in Dallas, TX, Manion has spent much of his career at a leading global financial services firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee estimates as part of its financial planning process.

Grady Vaughn is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Vaughn completed his undergraduate studies at Southern Methodist University, earning a Bachelor's Degree, and went on to obtain a Masters of Business Administration (MBA) from Pepperdine University.

Jorge Delgado is a Financial Advisor at Merrill Lynch Wealth Management. He leads a wealth management practice focused on portfolio strategy, retirement planning, and tax efficiency. Jorge works closely with clients to understand their priorities and develop plans tailored to their goals. His areas of expertise include equity compensation services, legacy planning, personal retirement planning, individual and corporate investment strategy, and tax minimization. Jorge provides dynamic and ongoing advice and guidance to meet clients' changing needs. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Trinity High School. Fluent in both English and Spanish, Jorge is actively involved in his community through organizations such as Cedar Hill Rotary, Hill City Church, and the Lewisville Badminton Center. Outside of work, he enjoys badminton, golfing, music, pickleball, skiing, spending time with family, watching movies, and woodworking.

John Towers is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Paige Phillips is a CFP® professional with six years of industry experience, currently working at Cetera. She has previous experience with Quest Capital Management and supports lead advisors at Coble Cravens Investments and Insurance. Outside of financial advising, she owns and manages Arlington Storks & More, a sign rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Chloe Eubank is a financial advisor with Ameriprise in Coppell, TX, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Equitable Advisors and East West Bank, as well as entrepreneurial work as a nanny. Outside of advising, she is employed as a paraplanner with Geaux Sooners, LLC DBA Luminate, managing advisory business activities. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform.