Marylyn Houston is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, supporting a range of investment and financial strategies.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Scott Nordblom is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and receives income from a gas and mineral lease on his personal residence. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Patricia Tippins is a financial advisor with Stifel in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Carol Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

James Barrett is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. He previously worked at JPMorgan Securities LLC and UBS Financial Services. Outside of his advisory work, he operates James Barrett Photography, a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

John Briggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Ethan Bondurant is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate key financial milestones such as retirement planning, executive compensation, equity compensation services, legacy planning, portfolio management, tax minimization, and retirement income. Ethan focuses on creating personalized financial plans tailored to each client's unique goals and circumstances, aiming to simplify the complexities of wealth management. Ethan holds a Bachelor's Degree from Arizona State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach to wealth management emphasizes meticulous planning, risk management, and tax-efficient strategies designed to preserve and grow clients' wealth for current and future generations. Outside of his professional work, Ethan enjoys activities such as boxing, chess, football, hiking, photography, reading, skiing, spending time with his family, traveling, and watching movies.

Carsten Frederiksen is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its Private Bank affiliate. Frederiksen is based in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Brock Mitzel is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also worked with JPMorgan Chase Bank, N.A. since 2008. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lauren Carter is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and possessing three years of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025, she worked at MarketAxess and Bloomberg. 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 incorporating an ESG eligibility framework in its recommendations.

Liliya Leontyeva is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She previously worked at Goldman Sachs & Co LLC and has held roles at Southern Methodist University. 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 applying an ESG eligibility framework in its investment recommendations.

Gerardo Fuentes is a financial advisor at Stifel in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Fuentes serves as a board member for Dallas CASA and participates in advisory and committee roles with several educational, economic development, and community organizations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Debeer is a financial advisor at Stifel with Series 63 and Series 66 designations and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 11 years at Bank of America. Outside of his advisory role, he serves as a board member on the Salesmanship Club of Dallas Foundation, where he reviews the foundation’s finances and investment performance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward‑looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Eleanore Simone is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Securities, JPMorgan Securities, and Alix Partners. She is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jasmine Le is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill and J.P. Morgan entities since 2015 and had a role at Xander Staffing from 2022 to 2024. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shannon Hogan is a financial advisor at UBS Financial Services in Dallas, TX, with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her advisory role, she spent time in full-time education and had a position at Mac Speed and Strength. 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 and offering proprietary research and capital markets solutions.

Salinda Nowell is a financial advisor at UBS Financial Services in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she is involved in managing rental property jointly with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Cindy Rogers is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Michael Mills is a financial advisor at LPL Financial in Dallas, TX, holding Series 65 and Series 63 designations. He has nine years of prior experience at Morgan Stanley Private Bank and has also worked at NOVEM Lending. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.