Matthew Smith 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, he worked at AT&T from 2021 to 2024 and completed his education at Clemson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Iker Pimienta is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds Series 65 and Series 63 designations and has seven years of industry experience. His prior roles include positions at Cetera Advisor Networks and AXA Advisors. 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 in their recommendations.

Reed Meason is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles including sales for Sunday Golf, a golf company specializing in tournament and individual product sales. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sarah Beatty is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, she held various roles including positions at the University of Arizona, PK Financial Strategies LLC, and C.O.R.E Marketing Inc. UBS Financial Services 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 client plans.

David Price is a financial advisor with LPL Financial based in Dallas, TX. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at PFS Investments Inc for 10 years and has additional experience with Johnson Controls, Inc. and Primerica Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including third-party asset management and institutional platforms.

Jill Slayton is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. for eight years. Outside of her advisory role, Ms. Slayton owns and manages a cattle business and engages in insurance services related to life, health, and long-term care products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm combines brokerage and advisory services with sophisticated asset-allocation tools and offers access to third-party managers and wrap programs.

Gavin Gold is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining UBS, he worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside finance such as at The Posse East and involvement with Big TX Wellness and Delta Delta Delta. 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 financial plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Brian Hickey is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at Jpmorgan Chase Bank, N.A. since 1998. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its programs on a non-discretionary basis.

Fiyinfoluwa Esho is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining JPMorgan, Esho held various roles at Cornell University and other organizations. J.P. Morgan Securities LLC 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 in its recommendations.

Cade Bissell is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on holistic financial planning with an emphasis on a client-first approach, aiming to simplify financial complexities for individuals and families. Before his current position, Cade served as an Investment Consultant at Fidelity Investments from 2025 to 2026, and as an Investment Solutions Representative I from 2023 to 2025. His experience began as an Investment Advising Intern at Fidelity Investments in 2022. Outside of his professional work, Cade enjoys golf, running, and snowboarding.

Alexis Colon is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Neuberger Berman, and Fidelity Brokerage Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Lily Hollis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Stifel Financial, and Evereve Boutique. 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Robert Gryfinski is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase in various capacities since 2017, including a prior two-year service in the U.S. Army. Outside of finance, he is a silent minority investor and partner in Rose Bridge Estate, an event venue in Austin, Texas. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Bernard Bowman is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Outside of his advisory role, Bowman serves on the advisory board of St. Timothy Christian Academy in Plano, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Charley Ford III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions within J.P. Morgan Chase and its affiliated entities since 2016. Ford holds Series 63 and Series 65 designations and operates out of Dallas, Texas. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Bruce Cacho Negrete is a financial advisor at Raymond James & Associates in Dallas, TX, holding a Series 66 designation with 19 years of industry experience, all with Raymond James & Associates since 2007. He serves as a board and committee member of The Giving Exchange, a nonprofit focused on assisting youth in Africa, where he contributes financial expertise. 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 charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and research support.

Thomas Bucholtz is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies. With nearly a decade of experience in financial advising, Thomas focuses on helping high net worth individuals and young professionals navigate important financial transitions. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving goals. Thomas's areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He has been with Merrill Lynch for eight years and has ten years of experience in the financial industry. Thomas holds a Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina and maintains several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas lives in Dallas, Texas with his wife Courtney and their two children. In his personal time, he enjoys football, golfing, music, spending time with his family, and traveling.

Chad Whitney is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co for 16 years before joining UBS in 2019. Outside of his advisory role, he invests with Element Property Company, a multi-family real estate investment firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Matthew Meska is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several financial firms including Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he was involved with Pip House LLC and Zocados LLC in Dallas. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.