Phebe Etchu is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc., and Personal Capital Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, portfolio management, and market-making activities.

Lisa Bordelon is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds the Series 66 credential and has worked with Raymond James and its affiliated firms since 2013. Bordelon is also president of Bordelon Capital Wealth Management, a support company she owns. Additionally, she is involved in life insurance sales through Lockton Affinity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Woolhiser is a financial advisor at MassMutual Investors Services with 17 years of industry experience. He holds the CFA® designation and Series 63 license. His prior work includes roles at CNR Securities, City National Rochdale, Invesco Distributors, and Oppenheimerfunds Distributor. Outside of advising, he owns and maintains a short-term rental property listed on Airbnb. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior experience includes 25 years at Waddell & Reed, Inc. and associated insurance carriers. Outside of advisory work, he is involved with the Miss South Carolina Scholarship Organization and the Timothy Spencer Rice Scholarship Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs that include discretionary and non-discretionary management, supported by model portfolios, research, and various technology-driven investment solutions.

Kevin Kernan is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Nethery is a Wealth Management Advisor based in Merrill Lynch's downtown Dallas office. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as credentials including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). David joined Merrill Lynch Wealth Management in 1991 and serves a diverse group of affluent clients throughout the United States. David earned his Bachelor of Science in Business from Oklahoma State University, majoring in Accounting with concentrations in economics, finance, and computer science. Prior to his career in wealth management, he spent ten years as a Certified Public Accountant (CPA) working in the Management Consulting divisions of Arthur Andersen & Co. (now Accenture) and Ernst & Young. His approach to portfolio advising is traditional and non-discretionary, focusing on identifying, evaluating, and selecting individual stocks, ETFs, mutual funds, and bonds tailored to each client’s risk profile and objectives. This method provides clients with increased involvement, investment flexibility, and frequent communication. In addition to his professional duties, David volunteers by tutoring students from elementary through high school in underprivileged neighborhoods. He has chaired multiple golf tournaments aimed at raising funds to support college education for underprivileged children and has served on the board of Trinity River Mission, an organization dedicated to educating underprivileged youth in Dallas. In 2023, he was recognized as a member of the Nethery, Johnson & Associates team on the Forbes "Best-in-State Wealth Management Teams" list. David does not provide tax or legal advice in his current role with Merrill Lynch.

Faisal Raza is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Bank of America. He is also the managing member of an investment holding vehicle, Pakam FW LLC. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Zack Skinner is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2019. Prior to joining J.P. Morgan, he held roles at BOK Financial Securities and Mariner Wealth Advisors Oklahoma. 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 an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, bringing 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she is involved in independent insurance brokering and works with Certainty of the Uncertainty, LLC, an entity established to manage her practice. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Leslie Valdelamar is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Ameriprise in 2026, Leslie worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of financial services, Leslie has experience with educational organizations including Scoot Education and Kokua Education, as well as involvement with Pet Chatter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Martin Flahive is a financial advisor with Charles Schwab in Grand Prairie, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 16 years of industry experience, including five years at Charles Schwab and five years at GM Financial. Outside of advising, he has been involved with real estate investment activities through an LLC he manages, which he uses for buying and selling properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a range of advisory and brokerage services through its Schwab Wealth Advisory wrap fee program, combining non-discretionary and discretionary investment management along with centralized custody and operational support.

Brandon Wilk is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth and high school lacrosse players with the Highland Park Lacrosse Association in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies. The firm also offers capital markets services, including principal trading, underwriting, and futures commission merchant activities.

Niva Bhatt is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her advisory role, Bhatt serves as a power of attorney for her blind and disabled sister and consults for a car rental business in Dallas. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Courtney Acarregui Tavangaran is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. She has worked within various divisions of J.P. Morgan since 2016. Outside her advisory role, she serves as a board member and Finance Committee participant for the Dallas Area Habitat for Humanity. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates with a range of distinctive regulatory registrations within the broader J.P. Morgan organization.

Scott Glaser is a Series 66-registered financial advisor with Morgan Stanley in Dallas, Texas, bringing 11 years of industry experience. He has been with Morgan Stanley since 2014 and also serves as a trustee/co-trustee in a trust located in Clarence, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Heather Fuhr is a Series 66 licensed financial advisor with 15 years of industry experience. She is currently with J.P. Morgan Securities and has prior experience at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, she is a partner in Six Strong Prarie LLC, a family-owned real estate business. 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 through its wealth advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Mason Adams is a financial advisor at J.P. Morgan Securities with seven years of industry experience and a Series 66 designation. His career includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities, LLC, and Oppenheimer. He is based in Dallas, TX. 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 brokerage, distribution, and investment management capabilities.

Bradley Wilson is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Wilson has taught a continuing education course on personal finance at Southern Methodist University and serves as an investment committee member for Friends of the Dallas Public Library. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Queen is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored investment solutions.

Christy Cerralvo is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.