Michael Bryant is a Series 66-licensed advisor with Edward Jones, based in Mesquite, TX. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Bryan is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been associated with Edward Jones since 2023. Outside of his advisory role, he has a long-term involvement with church organizations, including Rockwall & Brin Church of Christ and Long Beach Church of Christ. 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 broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.

Kelsey Hensen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Wealth Management, Kingland Systems, and involvement with Ankeny Golf and Country Clubs. She was also a full-time student at Iowa State University until 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment resources.

Jonathan Cott is a CFP®-credentialed financial advisor with 27 years of experience, currently with Equitable Advisors in Dallas, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee for a family member trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

John Thomas is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Staples Inc. for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Trace Dennis is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 license and with 11 years of industry experience. He has worked at LPL Financial since 2015 and also operates the Jal Dennis Group. Outside of advising, he is a notary and is involved with Dennis Research LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers diverse investment programs and advisory platforms, combining scale with a broad range of financial services beyond traditional investment management.

Jacob Frisbie is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Bank of America and Fidelity Investments. Outside of his financial career, he has experience in the food service industry, including roles at Meat U Anywhere BBQ and Hardeight BBQ. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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 model-based and discretionary investment strategies.

Maria Mc Mahon is a financial advisor with Charles Schwab in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Charles Schwab since 2013 and has served at Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she manages a rental property management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive operational platform that includes custody, brokerage, and cash-sweep services.

Michael Dimmel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Brian Smoot is a financial advisor with Cetera who holds a Series 66 credential and has 26 years of industry experience. His prior work includes long tenures at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves as an insurance agent, a CPA providing tax preparation services, occasionally consults on estate matters as an attorney, and participates as an alternate commissioner on the Planning & Zoning Commission for the City of University Park. He also supports Envision Dallas, a nonprofit focused on services for the blind. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services through multiple program structures and custodial relationships, with access to affiliated and unaffiliated third-party managers.

Carisa Epperson is a financial advisor with Ameriprise based in Wylie, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Gerald Blakely is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that manages a rental property in an RV resort in Orange Beach, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net worth levels. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Ismael Morales is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Morales worked at Nike and Northwestern Mutual Investment Management, and he has held teaching positions at Texas A&M University and The University of Texas at Tyler. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Scott Boris is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors.

Monserrat Morgan is a Financial Advisor with the Crockett & Associates team in Dallas, affiliated with Merrill Lynch Wealth Management. She began her financial services career in 2023 with Merrill and focuses on helping individuals and families navigate significant life transitions, including career changes, family planning, marriage, and divorce. Many of her clients are business owners, entrepreneurs, senior leaders, and those experiencing personal or professional change. She provides personalized guidance aimed at helping clients make informed financial decisions aligned with their values and goals. Morgan earned a Bachelor of Business Administration in Finance from the University of Georgia Terry College of Business and holds a Certificate in Legal Studies. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, as well as the Personal Investment Advisor (PIA) designation. Her expertise includes legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of her professional work, Morgan enjoys marathon running, fitness activities such as golf and pickleball, and traveling. She is involved with the Delta Delta Delta Alumnae Chapter and serves on the board of the Tri Delta Alumnae Association of Dallas. Additionally, she is a partner with Social Venture Partners Dallas, reflecting her commitment to community involvement and service.

Peter Vitali is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work includes positions at HD Vest Investment Services and Morgan Stanley Private Bank. 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 recommendations.

Andrew Stretch is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Integrity Capital LLC, and Solera/Claims Service Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

George Vilfordi III is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at UBS Financial Services Inc and Ameriprise Financial Services Inc prior to his current role at Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its planning approach and delivers these services through a centralized consulting team in partnership with its advisors.