Mason Tarrant is a Series 66-licensed financial advisor at Morgan Stanley in Dallas, TX, beginning his career in 2025. His prior experience includes roles at Merrill and PNC, as well as involvement with the McCoy College of Business Student Managed Investment Fund and Perry Ellis International during his academic years. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Joseph Murt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked for Goldman, Sachs & Co. for 13 years before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Jocelyn Smith is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 1998. Jocelyn is a 1% owner of Smith Medical Technologies, a medical equipment distribution LLC founded by her husband, though she does not have an active role in the business. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meredith Mc Kay is a CFP® professional with 10 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2018. Prior to this, she worked at UBS Financial Services from 2016 to 2018. Outside of her advisory role, she is a partner in a self-storage investment LLC located near Rockwall, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Robert Meeks is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at UBS Financial Services since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work via proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Cambelle Bouchard is a financial advisor at J.P. Morgan Securities based in Dallas, TX, with one year of industry experience. She holds a Series 66 designation and previously worked at Brut Lighting and attended Southern Methodist University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Pablo Moreno is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked across JPMorgan Chase Bank, J.P. Morgan Securities LLC, and TD Ameritrade. Moreno is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer banking products alongside advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation and manager search program supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Smith is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He also teaches at Colorado Technical University outside of his advisory role. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Larry Robinson is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and has been affiliated with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process blends quantitative screening and qualitative research with a forward-looking approach to capital markets, serving clients who retain final decision-making authority.

Josh Deever is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at Power Five Financial, LLC. Outside of advisory roles, he has several years of experience in the food service industry and was involved with the Tyler Association of Soccer Officials. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Virkeisha Palmer is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Dixon Transportation Group and Escambia County School District. In addition to advisory services, she has involvement in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial services providers.

Jack Partovi is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining UBS, he held various roles including positions at Mercor Intelligence, Northwestern Mutual, and Coldstream Capital, as well as multiple engagements with Santa Clara University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm offers a broad platform including fiduciary financial planning, portfolio management, and capital markets services, with a unique combination of institutional trading and wealth management capabilities.

William Piazza Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and nine years of industry experience. He previously worked at RBC Capital Markets for ten years before joining UBS in 2025. 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 integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Yaphet Tadesse is a financial advisor at Edward Jones in Dallas, 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 over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Manion is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 credential. Based in Dallas, TX, Manion has spent much of his career at a leading global financial services firm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee estimates as part of its financial planning process.

Grady Vaughn is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Vaughn completed his undergraduate studies at Southern Methodist University, earning a Bachelor's Degree, and went on to obtain a Masters of Business Administration (MBA) from Pepperdine University.

Jorge Delgado is a Financial Advisor at Merrill Lynch Wealth Management. He leads a wealth management practice focused on portfolio strategy, retirement planning, and tax efficiency. Jorge works closely with clients to understand their priorities and develop plans tailored to their goals. His areas of expertise include equity compensation services, legacy planning, personal retirement planning, individual and corporate investment strategy, and tax minimization. Jorge provides dynamic and ongoing advice and guidance to meet clients' changing needs. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Trinity High School. Fluent in both English and Spanish, Jorge is actively involved in his community through organizations such as Cedar Hill Rotary, Hill City Church, and the Lewisville Badminton Center. Outside of work, he enjoys badminton, golfing, music, pickleball, skiing, spending time with family, watching movies, and woodworking.

John Towers is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Zachary Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he owns and manages ZCS Wealth Management, where he serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, supported by advanced analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.