Carter Stansbarger is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Hilltop Securities and has held various roles at Cedar Ridge Country Club and the University of Oklahoma. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools for its planning services and offers a broad range of retail and institutional investment solutions.

Monica Snapka is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 credentials with six years of industry experience. She has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2015. 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 manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jordan Dowling is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and Penney, Murray & Associates. Outside of his advisory role, he is involved with Geaux Sooners LLC, DBA Luminate, where he serves as a Client Service Specialist managing advisory business operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered in partnership with financial advisors. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Mark Szymanski is a CFP® professional with 37 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he is involved in the financial services business Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and provides access to various investment platforms and third-party managers.

Kelli Poremba is a CFP® with 23 years of industry experience and has been with Edward Jones in Dallas, TX since 2002. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she receives royalties from Plains Marketing L.P. 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 more than 23,700 advisors.

Kishor Lakshminarayan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works as an independent sales representative for Amway and has pursued freelance acting. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Forrest Sipes is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, he worked at NOV Inc and has involvement with Stakeless LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Toby Pickett is a financial advisor with Fidelity Investments, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity since 2001. Outside of advising, he works as a package sorter at an Amazon facility in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sarah Klement is a Series 66 licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities in Dallas, TX. Her prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She has been with J.P. Morgan Securities since 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.

David Ambriz is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2019 to 2023 and has a background outside finance including a role at Best Buy. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ashlyn Winter is a Series 66-credentialed financial advisor at Equitable Advisors with one year of experience. Prior to joining Equitable Advisors, she has held roles in various organizations including the Veterans of Foreign Wars and small businesses such as Bijuju Boutique and Hello Beauty Shop. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory models.

Ericka Areal Drinker is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She has been with J.P. Morgan and its affiliated entities since 2023. Her prior experience includes roles at Socorro Asset Management, Energy Impact Partners, and various positions outside the financial industry. 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.

Holt Gandy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Charles Schwab and Judge Technical Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Blake Cecil is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he serves as a part of Cecil, Blumoff & Associates Wealth Management (CB&A). He has over 28 years of experience in the financial industry and leads CB&A's fixed income and goals-based planning services. He is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). Blake is a third-generation Merrill Lynch advisor, continuing a family legacy established by his father and grandfather. He joined the firm in 1997 and earned his CFP® certification in 2007. Blake attended the U.S. Naval Academy for two years, where he also played football, before graduating from Southern Methodist University (SMU) with a bachelor's degree. His professional focus includes total wealth management and individualized investing and planning strategies. He is involved with several organizations, including serving on the executive committee of the SMU Mustang Club, holding a board position with The Tolson Group Ministries, and participating in the Salesmanship Club of Dallas. Outside of his professional responsibilities, Blake and his family are members of Highland Park Presbyterian Church, where he serves on the ushering team. He enjoys coaching his sons' sports teams, reflecting his interest in fitness and family activities.

James Woodall is a CFP® professional with six years of industry experience, currently affiliated with Cetera in Dallas, TX. His prior roles include positions at Avantax Advisory Services and Fidelity Brokerage Services LLC, among others. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

David Rosado is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been associated with Merrill and Bank of America N.A. since 2002. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by its Chief Investment Office and third-party managers.

Adiba Noshin is a Series 66 licensed financial advisor with Merrill in Dallas, TX, and has three years of industry experience. She previously worked at TD Ameritrade and Bank of America N.A. before joining Merrill. 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, retirement plans, corporations, and charitable organizations.

Michael Hazelbaker is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and 65 licenses and having 33 years of industry experience. He worked at Linsco/Private Ledger for 21 years and Walnut Street Securities, Inc. for one year. Hazelbaker also operates an independent insurance agency selling term life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning, model portfolio programs, and institutional platforms.

Carter O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and other firms in both financial and consulting capacities. He is also associated with Brooke Emily Media, L.L.C., a consulting business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages substantial client assets and employs structured planning tools and strategies developed by its Global Investment Committee.