Arthur Mitchell is a Series 63 licensed financial advisor with 36 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, following previous roles at Morgan Stanley and Citigroup Global Markets. As an employee of both the securities firm and the bank, he is able to offer a range of bank products, including deposit and credit services. 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 and fund searches, and customized performance reporting. Their advisory process incorporates systematic quantitative screens, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Willeen Linsicombe is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Kelly Rogers is a CFA® charterholder with 18 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Based in Dallas, TX, he holds the Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and may include ESG eligibility criteria, with implementation support from affiliated investment-management entities.

Gregory Pieroni is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Pieroni serves as a trustee for multiple family trusts. 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 combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Careyann Thomas is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015, currently also associated with Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Luis Ramos is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 66 designations and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. 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, supported by centralized due diligence and a combination of quantitative and qualitative research.

Wesley Black is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, including a period with Bank of America, N.A. Outside of his advisory role, he is a member of Leather Apron Capital LLC, a small investment firm that provides capital to local start-up companies during early funding rounds. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marissa Mullens is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2021. Outside of her advisory role, she operates a medical sales business and a photography business and is a partner in a real estate venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Monte Carlo simulations.

Taeeon Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Taeeon works to create personalized wealth management strategies that align with clients' life priorities and changing market conditions. Taeeon's approach involves understanding each client's full financial picture to develop flexible strategies tailored to their specific goals and aspirations. Taeeon's expertise includes family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and individual and corporate investment strategy. Taeeon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taeeon earned a Bachelor's Degree from State University at Albany and communicates fluently in English and Korean. Outside of professional pursuits, Taeeon enjoys golfing, spending time with family, and traveling.

Luisa Perez is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at Texas Capital Bank Private Wealth Advisors. Outside of finance, she also works as a contract delivery driver for Amazon and Walmart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Louis Allen is a Series 66 credentialed financial advisor at J.P. Morgan Securities in Dallas, TX, with one year of industry experience. He has held roles at JPMorgan Chase Bank, N.A., Grant Chen, and Southern Methodist, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process uses centralized due diligence, combining quantitative and qualitative research to build model asset allocations, with a focus on non-discretionary, customized investment advice.

Judy Lozoria is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Christopher Sison is a financial advisor at Edelman Financial Engines based in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Fisher Investments, Personal Capital, Ribbon Technologies, and Bear Ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers both discretionary and non-discretionary investment solutions with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Dusty Nichols is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following five years at WFG Investments Inc. Outside of his advisory role, Nichols is involved in independent insurance brokering. Ameriprise Financial Services is a large institution serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Caira White is a CFP®-credentialed financial advisor with five years of industry experience, currently with Osaic Wealth. Her prior roles include positions at Farther Finance Advisors, ELS Vision Wealth Management, and Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies within a multi-advisor platform.

Brett Bailey is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisers since 2024. Outside of his advisory role, he is involved as an insurance agent selling fixed insurance products and serves as a marketing associate at IMG Financial Group. Cetera Investment Advisers operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs and access to both affiliated and third-party managers.

Dylan Sellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has previously worked at RHSB Insurance and Theatro. Outside of his financial career, he serves on the board of the Champions Club at The Notre Dame School of Dallas, a school for students with developmental disabilities, where he volunteers to plan events and support fundraising efforts. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lauren De Vries Shields is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 credential and has been employed with JPMorgan entities since 2016. She is based in Dallas, TX. 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 and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Keaundra Sykes is a financial advisor at Edward Jones in Dallas, TX, holding the Series 66 designation. She has been with Edward Jones since 2025 and has a background that includes full-time education and work experience outside the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Folmnsbee is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked for UBS Financial Services for 15 years. He serves on the finance committee of St. Rita Catholic Parish, assisting the Pastor and Headmaster in a non-voting role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.