Todd Tidwell is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has been with Merrill since 2004. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Susannah Killen is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations with eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018, and previously held roles at Southern Methodist University and Peregrine. 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 and qualitative research supported by a centralized manager solutions team.

David Buskirk is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked in various roles at JPMorgan Chase Bank and MidFirst Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Hans Heath is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with Cambridge and its related entities since 2018 and previously was associated with MML Investors Services and MassMutual Life Insurance Company from 2016 to 2018. Outside of his advisory role, Heath is a music instructor and performer and is involved in business consulting and benefits and financial education services. Cambridge Investment Research Advisors serves a range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers its services through a large network of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and affiliated model strategies.

Will Griffin is a financial advisor at J.P. Morgan Securities in Dallas, TX, with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Southside Bank, and has prior experience with the PGA Tour Canada and Texas Christian University. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks where applicable.

Deanne Cichon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Beacon Pointe Advisors, and Fidelity Investment. She is based in Dallas, TX. 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 supports its advisory process with centralized due diligence and incorporates a range of strategies, including ESG considerations.

Aaron Valdez 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 with JPMorgan Chase Bank and J.P. Morgan Securities since 2018 and has prior experience at The Vanguard Group and Modis. Valdez is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to investment advisory services. 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 supported by a centralized due diligence team and includes broader derivatives and commodities capabilities.

Megan L Smith is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with UBS since 2008. Based in Dallas, TX, her career includes nearly two decades at a major financial institution. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Grant Busch is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding Series 66 and Series 63 licenses with six years of industry experience. He previously worked at Goldman Sachs & Co. LLC for seven years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2023. 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 combines quantitative and qualitative research with an ESG eligibility framework to develop model allocations, and its program includes broader derivatives and commodities capabilities.

Albert Gallatin is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. Prior to joining Stifel in 2022, he worked at Bank of America from 2009 to 2022. He serves as an advisory board member for the Baylor Scott and White Foundation, a network of hospitals. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutional clients, and municipal entities. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Sara Bravo is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 18 years of industry experience. She joined Raymond James in 2017 after working at Texas Health Emergency Room. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Sands Chipman is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Chipman is also affiliated with Southern Methodist University. Outside of his advisory role, he is the owner of CG Partners LLC, a limited liability company used to hold private investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.

Diarra Williams is a CFP® with 20 years of experience in the financial services industry. She is currently with Cetera and has previously worked at firms including Avantax and Texas Capital Bank. Williams manages Golden Gift Wealth Management LLC, where she provides financial advice, planning, and education, as well as developing marketing strategies and partnerships. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, and charitable clients, offering a multi-manager platform that supports discretionary and non-discretionary portfolio management alongside a range of financial planning and consulting services.

Janet Hokaj is a financial advisor with Cetera in Dallas, TX, holding Series 63, 65, and 66 designations and having 23 years of industry experience. She previously worked at LPL Financial for 11 years before joining Cetera in 2025. Outside of her advisor role, she is president of Luxardo Inc, a business entity created for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform to a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers various portfolio management and consulting services through a network of over 10,000 advisors and manages over $256 billion in assets.

Benjamin Jong is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2011. Based in Dallas, TX, he serves clients through these affiliated institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clark Durham is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Jefferies & Company, Inc. for 11 years before joining Stifel Nicolaus & Co Inc in 2021. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that leverages capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Stacey Jacobson is a financial advisor at Stifel with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill, FactSet, and Refinitiv. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Stallman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served for over 35 years. He specializes in providing solution-based financial advice tailored to his clients' individual risk tolerance, time horizon, liquidity needs, overall investment goals, and cost considerations. His client focus areas include executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. David holds a Master of Business Administration degree from Southern Methodist University and studied Math and Economics at St. Lawrence University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, David's personal interests include fishing, football, gardening, reading, traveling, and spending time with his family.

John Mark Davis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. His prior experience includes roles at Rally House, Belk Department Store, and Community Living Assistance and Support Services. 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 employs both quantitative and qualitative research with an emphasis on a broad range of strategies, including ESG considerations.