Le Thuy Nguyen is a CFP® credentialed financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jared Herbert is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2010, including seven years with Schwab Wealth Advisory. Based in Fort Worth, TX, Herbert’s career includes roles at Charles Schwab Bank and Schwab Wealth Advisory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services supported by centralized operations and a multi-asset investment approach.

Kyle Shelton is a financial advisor with Edward Jones in Mansfield, TX, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is associated with Shelton Design Group, LLC, a graphic design business co-owned by his wife. Edward Jones is a wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory services and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tucker Bollinger is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with no prior industry experience. His background includes a range of roles outside finance, including involvement with Old Texas Brewing Co. and several other businesses in hospitality and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various types of organizations.

Ethan Shook is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Ted Kelly Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial and wealth management advice and services. Since joining Merrill in 2009 from Banc of America Investments, he has provided high-net-worth clients with expertise in family wealth management strategies, legacy planning, portfolio management, wealth transfer and preservation, business services, retirement strategies, estate planning, and private money management. Kelly takes a disciplined approach to each client relationship, focusing on understanding individual client situations, goals, and needs to develop personalized wealth management strategies. Kelly holds a Bachelor of Business Administration in Finance from Texas Tech University, earned in 1986. He has earned professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). His client work is informed by his deep knowledge of multi-generational wealth planning, asset allocation, portfolio management, and capital markets. Beyond his professional role, Kelly is active in his community and serves on the board of Furnished by Grace. He coaches boys’ and girls’ recreational and select basketball teams and is involved with the organization Embrace Grace. He is married to Michele and has two children. His personal interests include basketball, football, ice hockey, skiing, and spending time with his family.

Will Harris is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023. Prior to his current roles, he held positions with Zweiacker & Associates and the Texas A&M Foundation. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes capabilities in derivatives and commodities.

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Yanely Garcia is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and with 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services LLC from 2016 to 2018. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, incorporating manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to support client advice.

Ana Stallard is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Baylor University, Pinnacle Bank, and Sodalis Senior Living. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ashley Spangler Marquart is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Marvin Blakeney Jr. is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at BMO Family Office and Bank of America Private Bank. Marvin is based in Fort Worth, 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Richard Wang is a financial advisor with LPL Enterprise in Irving, TX. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers financial planning, third-party asset management access, and participation in wrap programs.

Neal Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Neal emphasizes understanding his clients' full financial picture and collaborates with them to create personalized wealth management plans tailored to their goals and aspirations. With a background that includes a Bachelor's and Master's Degree from the University of Minnesota System, Neal holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Neal draws on extensive experience to assist clients in achieving growth objectives and protecting their assets. In addition to his professional work, Neal participates in community activities through the University of Minnesota Alumni Association. He also pursues personal interests such as dancing, music, and reading.

Tre Carruthers is a financial advisor with Ameriprise in Grand Prairie, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carruthers serves as an elder on the board of directors at Concord Church and is involved in managing his own advisory practice through a separate management company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Turner is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as one of five members overseeing the endowment fund for the Boys & Girls Clubs of Greater Fort Worth & Tarrant County. 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 municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

James Elder is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Guardian Strategies, LLC and American Advisors Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a nationwide network of more than 23,700 financial advisors.

Jacob Hunn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Bank of America, Lululemon, and various educational institutions. 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 plans, corporations, and charitable organizations.

Charles Blauvelt is a financial advisor with Edward Jones in Arlington, TX, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of Rock & B Ranch, a farm and ranch business involved in animal sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.