Jessica Owens is a financial advisor at J.P. Morgan Securities in Dallas, TX, with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Goldman Sachs, Merrill, and Bank of America. Owens has previous experience with SXSW LLC and the University of North Carolina. 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 supported by centralized due diligence and a mix of quantitative and qualitative research.

Almohannad Alabed is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently an advisor at Edward Jones in Dallas, TX, having joined in 2025. His prior experience includes roles at Fidelity Investments, Resolute Investment Managers, and Kestra Investment Services (Bluespring Wealth Partners). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Mc Adams is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marica Davis is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She worked at Goldman, Sachs & Co. for 11 years prior to joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Matthew Foster is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial planning process.

Paul Stam is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Stam serves as an adjunct professor teaching international estate planning at Golden Gate University College of Law and the University of San Francisco and is also a fiction author working on multiple novels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate proprietary modeling techniques.

Mitchell Tebon is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services to clients, focusing on managing and optimizing their wealth. Mitchell holds a Bachelor's Degree from Texas Christian University. Further details about his professional experience, areas of expertise, and personal interests are not provided.

Scott Byrd is a CFP® with 24 years of experience in the financial industry, currently serving at Ameriprise since 2005. He holds Series 63 and Series 66 licenses and is based in Bedford, TX. Byrd serves on the board of directors for the Fort Worth YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steve Christensen is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer of the Christensen Family Foundation and acts as trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support diversified portfolios and provides both brokerage and advisory solutions across a broad client base.

Sergio Ortiz is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at C1PRO and Dream Sponsor, LLC prior to his current tenure at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research, and it offers expanded derivatives and commodities capabilities through specialized regulatory registrations.

Lawrence Lowe is a financial advisor at LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of advising, he is a managing partner of Swol Lyfe, an e-commerce business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining advisory platforms with extensive non-advisory financial services.

Elizabeth Le is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2022, progressing through roles as a Retirement Specialist and Workplace Planning & Advice Consultant before assuming her current position in 2026. In her role, Elizabeth focuses on ensuring that planning needs are met with high standards by identifying unique goals, addressing inefficiencies, and working toward successfully meeting objectives. Her experience spans benefits planning and retirement consulting within the investment services sector. Outside of her professional work, Elizabeth has interests in art, hiking, museums, outdoor adventures, and yoga.

Sheila Kaplan is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 1987. She specializes in investment management for families, focusing on preserving wealth and structuring portfolios aimed at growth, income, and quality. Additionally, she assists clients with trust management to support their lifestyles during working years and retirement, as well as managing special situations involving asset management. Ms. Kaplan holds a Master's degree in Computer Science from New York University and a Bachelor's degree from Queens College, where she was a member of Phi Beta Kappa. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Her community involvement includes volunteering with the Article II Society at the Center for Presidential History at Southern Methodist University and participating in special events at the Dallas Museum of Art. Outside of her professional work, she has interests in hiking, music, reading, running, and traveling.

Jerald Cooperman is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver personalized planning while emphasizing funds from affiliated firms.

Mark Hawk is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charlotte Logann is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984. Outside of her advisory role, she serves as an executor for a friend. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Dayna Moser is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 66 and Series 65 designations with 17 years of industry experience. She worked at Goldman, Sachs & Co. from 2008 to 2023 before joining UBS in 2023. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to customize client plans.

Kelly Lane is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services and Paine Webber Inc. since 1983. Lane also serves as a trustee and beneficiary of a family living trust. 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 tailored to clients' goals and risk tolerances.

Shane George is a financial advisor with Merrill, holding a Series 66 designation and based in Fort Worth, TX. He has four years of experience at Merrill since 2022, with prior roles at Asurion/Assurant, Sprint, and Clay Cooley Volkswagen. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Stephen Debeer is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Bank of America and Merrill. Based in Dallas, TX, he holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses primarily as a foundation for client decisions.