Diana Morrison is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melvin Mc Neal Jr. is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Gavin Walker is a financial advisor at Ameriprise in Richardson, TX, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2021 following his time at Texas Tech University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, supported by proprietary research and third-party data.

Adam Elghandour is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2017, following prior roles at TD Ameritrade Investment Management. 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.

Raylie Eshelman is a financial advisor with Equitable Advisors in Richardson, TX. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Equitable Advisors, Raylie worked at Axa Advisors and has experience at the University of Texas at Dallas and with Charlie Eshelman. He also operates a business known as Eshelman & Associates. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services through credentialed representatives.

Terry Doyle is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Doyle manages several business entities related to his practice and land holdings, including farming operations in Texas. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing tailored, research-driven recommendations on income, Social Security, and tax strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.

Keith Hudson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and is also involved in a private label supplements business called NaturesRX. J.P. Morgan Securities LLC 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 when recommending investment strategies.

Andrew Phillips is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Plano, TX, and has 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently worked at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the sole owner of 207 North Tennessee St LLC, a commercial property investment in McKinney, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Kevin Ockwood is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Jersey Mikes, and Apple Spice. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elijah Murray is a CFP® professional with six years of industry experience, currently advising clients at Osaic Wealth, Inc. He previously worked at Royal Alliance Associates, Inc. and Eagle Wealth Solutions. In addition to his advisory work, he holds an independent life insurance agent position as part of his financial planning process. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Kristan Seale is a financial advisor with Robert W. Baird & Co. in McKinney, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is the owner of Seale Interiors, LLC. Seale is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches.

Zeph Rouquette is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Rouquette operates his own financial planning practice through a business he owns, ZAR Operations. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement income planning, with a focus on Ameriprise-managed accounts.

Bill Carter is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families to understand their unique wealth systems and align the structure of their wealth with their personal goals. He aims to facilitate impact and legacy for clients within his sphere. Bill has been with Fidelity Investments since 2010, occupying positions including Account Executive, Regional Planning Consultant, and Vice President Wealth Management Advisor. His experience spans more than a decade, focusing on comprehensive wealth management and planning. He holds a California Insurance License.

Joseph Jimenez is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research.

Leandro Nogueira is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2021, with prior roles at Equitable Advisors, Axa Advisors, LiveOps, and Ican Benefit Group. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized, algorithm-supported process to deliver tailored, non-discretionary advice.

Aaron Patenaude is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Sabre for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Barry Stockdale is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as president of a nonprofit board in Dallas, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caroline Fogarty is a CFP®-certified financial advisor with Charles Schwab and Co., Inc., based in McKinney, TX, with four years of industry experience. Before joining Schwab, she worked at Keva Juice for three years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Timothy Wilson is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. His career includes long tenures at LPL Financial and the American National Bank of Texas. He is also president of Logsdon Wilson Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs, with specialized services in municipal and public finance.