Kentrell Taylor is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Comerica Bank, HD Vest Investment Services, Bank of America, and Merrill prior to joining J.P. Morgan. Outside of his advisory role, he is the owner of Corporate Dollar Entertainment LLC, an entertainment company that promotes concerts, comedy shows, and plays, and he is involved in a family-owned hair salon business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.

Jason Dinsmore is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Carlson, Merkel & Dinsmore team. He joined Merrill Lynch in August 2006 and contributes by providing clients with knowledge about financial markets and Merrill products. Jason focuses on goals-based wealth management to simplify the complexities of financial aspects for his clients. He specializes in areas including Corporate Executive Services, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Managing New Wealth, and Personal Retirement Planning. Jason holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards and is also a Personal Investment Advisor (PIA). He earned a Bachelor of Business Administration in Finance from Oklahoma State University in 2005. Jason lives in Dallas with his wife, Evy, and their three children. His personal interests include cooking, fishing, running, spending time with his family, and playing tennis.

Emily Puebla is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities LLC since 2022 and JPMorgan Chase Bank, N.A. since 2021. She also has work experience at T Blancos and studied at the University of North Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Steven Powell is a financial advisor with Ameriprise in Bedford, TX, holding a Series 63 designation and 28 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Powell is also involved in business administration through his ownership of Serenity River, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Halbrooks is a financial advisor at Morgan Stanley in Dallas, TX, with seven years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Goldman Sachs & Co. LLC, and The Ayco Company, L.P. Prior to his financial services career, he was involved with Diamond J Pest Control and held roles related to Texas Christian University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Kelly Ha is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, including roles within JPMorgan Chase Bank. Kelly was also involved with THBG Logistics, LLC from 2024 to 2025. J.P. Morgan Securities 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 institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Edward Carmona is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Texas Trust Credit Union. Outside of his financial career, he is a managing member of Carmona Capital LLC, an interior design business based in Dallas, TX. Merrill, along 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 to individuals, high-net-worth clients, and institutional investors.

Scott Parrish is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory work, Parrish serves as a pastor at Bullard Southern Baptist Church and is involved with WayPoints Coaching Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Jessica Huhn is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and joined Bank of America, N.A. in 2025. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Granberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017, both based in Dallas, TX. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maxwell Pearl is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers certain banking 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Pickett is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for ten years. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management services. The firm utilizes both in-house and third-party managers while providing options for tax management, rebalancing, and responsible investing.

John Todd is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior service in the U.S. Army from 2013 to 2023 and academic work at the University of Pennsylvania. 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 operates as both a broker-dealer and investment adviser, combining large institutional advisory capabilities with market-facing functions.

Thomas Gallatin is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. His prior experience includes roles at Bank of America, Merrill, PlainsCapital Bank, and Grand Bank of Texas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

David Floyd is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has recent experience working at UBS Financial Services, Cola Wealth Advisors, and Edward Jones, and has an academic background from the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Kendall Sanders is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Elevate Credit Inc. for seven years and Wellfit Technologies for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Gerisch is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wells Fargo. Outside of advising, he works part-time as a delivery driver for Uber Eats. Merrill, along 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.

Domenick Juliano is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he is listed as president of Futbol Mundial Inc., a corporation established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

Tod Drury is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, First Horizon Bank, Equitable Advisors, Ameriprise, and Truist-related firms. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Mark Hutchinson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2026 and has served as a FINRA arbitrator since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to support client planning.