Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mark Jenison is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, also working with AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, Jenison participates in the Business Alliance Round Table and serves as a trustee for a family living trust. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of in-house and third-party advisory models and focuses on aligning client portfolios with their risk tolerance and financial goals.

Mark Spalding is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Osaic in 2022, he was with Sanford C. Bernstein & Co., LLC for four years and has held roles at Hahn & Hahn LLP and in his own firms. He serves as a board member of the Dallas Roundtable, a nonprofit business networking group. Osaic Wealth provides services to a diverse client base, including retail and institutional investors, through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, offering access to a wide range of investment products and third-party solutions.

Andrew Mc Clure is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Jereme Lancaster is a financial advisor at Edward Jones in Dallas, TX, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Nicholas Sehr is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Capital One Investing, LLC. He is based in Dallas, TX. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grace Whitty is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation. She has one year of industry experience, including previous roles at Stifel and Qualcomm. Outside of finance, she has been involved with Cal Poly Athletics and operated a boat rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, providing a broad range of financial services.

Kelly Bidstrup is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Morgan Stanley in 2023, Kelly worked in various roles including at Imbrie Family Law and Rick Davis & Associates. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Nicole Ramirez is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, from 2006 to the present. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Samuel Fishman is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has prior experience at Hallett & Perrin PC, Stromberg Stock PLLC, Cooper and Scully P.C., and academic roles at SMU Dedman School of Law and the University of Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeled outcomes to support its financial planning process.

Thomas Frye is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Frye serves as a trustee managing assets for the Frye 2000 trust. Raymond James & Associates 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Laird Johnson is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his sister. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Paul Gay is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Morgan Stanley for 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Robert Blackford is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is a partner in Abacoholics LLC, which owns a vacation home. Raymond James & Associates is a large, dually registered broker-dealer and 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 services.

Zachary Walker is a financial advisor at Edward Jones in Dallas, TX, holding the Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he held roles at Splunk, Inc., NXTSYS Consulting, Inc., AT&T, Inc., and Matador Resources. Outside of his advisory work, he serves as a sales manager for a seasonal Christmas tree farm in Plano, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Dewayne Bell is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has involvement with Crossmovement Progression, a real estate investment business he owns. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Michael Mulvihill is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, progressing through various positions including Portfolio Specialist, Client Management Representative, Personalized Planning & Advice Associate, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Michael is a CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual goals. His practice emphasizes trust, integrity, and transparency as foundational values in guiding clients through different market conditions to achieve their financial objectives.

Patrick Wilker is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc. Wilker has been with Thrivent since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Thomas Stone is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, with prior experience at Chesterfield Family Center and the University of Kansas. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Austin Mc Avoy is a financial advisor at Edward Jones with a Series 66 designation and experience spanning roles at Inwood National Bank and the Dallas Police Department. His background includes 12 years in banking and 20 years in law enforcement. He is also affiliated with the Dallas Police/Fire Pension System. 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 solutions through a large network of financial advisors and branch offices nationwide.