Colin Boddicker is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has previously worked at Texas Capital Bank Private Wealth Advisors and Chalice Capital Partners, among other firms. Outside of his advisory role, he is involved with Texas Christian University in a publishing capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and methodologies without providing individual security recommendations as part of standalone plans.

Patricia Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes positions at Credit Suisse Securities, UBS Financial Services, and Citigroup Global Markets. She is based in Dallas, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Jason Devening is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. He serves as a trustee for multiple insurance-related trusts. 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

Steven Allison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes tenure at AXA Advisors, UBS Financial Services, and Securities America Advisors. Outside of his advisory role, he owns Micro Mold Plastics USA, Inc. and is involved in aircraft ownership through Allison Aviation. 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 a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Leslie Tollen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients primarily in an advisory capacity.

Jarrod Jordan is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He previously operated Melanie June Photography, LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

William Brown is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sanctuary Advisors, Ameriprise Financial Services, Cetera Advisor Networks, Tower Square Securities, and Merrill. He is involved with Gladstone Wealth Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dawn Urbanovsky is a financial advisor with Fidelity Investments in Arlington, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm employs a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI, formal advisory roles to multiple funds, and participation as a registered commodity pool operator.

Joseph Martinez Jr. is a financial advisor with Merrill in Hurst, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade, among others. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Katharine Archer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 credential and previously worked at AIG for 13 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Charles Di Carlo is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2016 and 2017 respectively. Outside of his advisory role, he assists with a family-owned grocery store in Dallas, Texas, where he performs various operational tasks. 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 and profit-sharing plans, corporations, and charitable organizations.

James Gernand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he operates two small personal businesses related to woodworking and outdoor gear rigging. 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 combines quantitative and qualitative research and includes an ESG eligibility framework.

Kate Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and Charles Schwab. Outside of finance, she works part-time as a licensed professional counselor at a small therapy practice in Keller, Texas. 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 institutional investors.

Ra Shad Adkison is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities, Adkison worked at Verizon Wireless and Farmers Insurance Exchange. Outside of the financial industry, he works as a delivery driver for Amazon Flex on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Joel Risenhoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial in two separate periods totaling nine years, and previously spent eight years with Kestra Advisory and Kestra Investment Services. He also has a background at Neighborhood Credit Union spanning 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions tailored to individuals, retirement plans, banks, trust companies, and other institutions.

Pamela Chao is a Series 66 licensed financial advisor with UBS Financial Services in Dallas, TX. She has seven years of industry experience, including three years at Kitano Capital prior to joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Derrick Lytle is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and to introduce solutions available through Merrill and Bank of America. His approach focuses on empowering clients to make informed decisions about their financial lives and selecting platforms that meet their needs. Derrick's areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Oklahoma State University and is a member of the CFA Institute. Outside of work, Derrick is involved in various community activities including serving as a board member for Men of the Sacred Hearts and Legatus, and participating with children's soccer teams. His personal interests include adventure sports, music, reading, soccer, and spending time with his family.

Charlie Hernandez is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America and has seven years of experience at Manny's. Outside of his advisory role, he assists with managing his parents' financial affairs through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Trevion Green is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously spent one year at Capital One. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research with a forward-looking capital market approach.