Mark Cannon is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Cannon serves as treasurer of the Watson-Stringer Building Owners Association and has held leadership roles with Broadway Dallas. He is also involved in managing several business entities related to his financial planning practice and holds oil and gas mineral rights inherited from his family. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Hancock is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2001. Outside of advising, Hancock is the owner of Tapenvy.US, LLC and serves as treasurer and co-founder of Devs for Change Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and has a tiered wrap-fee structure with ongoing oversight of its model portfolios.

Viktor Szucs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes roles at Bank of America, Merrill, Morgan Stanley, and Illimina Capital Management. Outside of his advisory work, he is the owner of a small private LLC that holds personal vehicles. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates under multiple regulatory registrations.

B. Seastone is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and owns a consulting firm, Seastone Consulting LLC, as well as managing a car-collection LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, emphasizing assets held in Ameriprise managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

Karin Stewart is a financial advisor with Osaic and holds a Series 66 designation. She has 23 years of industry experience, including roles at Woodbury Financial Services, Questar Capital Corporation, and American United Life. She is also CEO of Capital Portfolios LLC, where she sells and services insurance products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced asset-allocation tools and manages portfolios that may include a variety of investment types on both discretionary and non-discretionary bases.

Richard Terrill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2023. Prior to joining UBS, he spent 19 years at LPL Financial. He is also involved with LTCI Partners, a non-variable insurance business. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Allison Eagles is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Fidelity Investments for two years and has held various roles including at McClain Bank and the Carmen Eagles Farmers Insurance Agency. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Cady Lake is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Arlington, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to his current roles, he spent 15 years with Raymond James & Associates and has been with ZCS Wealth Management since 2021. Outside of his advisory work, Lake plays the organ and occasionally sings with the choir at St Mary the Virgin Catholic Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advisory services using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Danielle Lehman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Panagiotis Nikakis is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, he worked at Equitable Advisors and Eagle Consulting Group. He also has experience in university administration roles at Ashland University. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.

Ana Babic is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at BNY Mellon and Nationwide Title Clearing Inc. She is also employed by JPMorgan Bank, enabling her to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffery Trentham is a financial advisor at Edward Jones in Arlington, 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 more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Marielle Robinson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Ronald Hughey is a CFP® professional with 39 years of experience in the financial services industry. He has worked with OSAIC since 2024 and previously spent over 30 years at Securities America Advisors, Inc. He also provides tax preparation services to clients upon request. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services supported by a range of asset-allocation tools and third-party management solutions.

Steve Hayward is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2010 and has been with JPMorgan Chase Bank, N.A. since 2016. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

Alexis Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Alexis worked at Nilsine Partners and has held various roles including positions at Texas Christian University and in community sports and education organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Jeffers is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding the ChFC® designation along with Series 63 and 65 licenses. He has 31 years of industry experience and has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a variety of portfolio management strategies across multiple platform arrangements.