Derek Alfinito is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of advisory roles, Derek has experience in the restaurant and lounge sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven approaches.

Suzanne Zenkner is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Bank of America and Merrill since 2018 and was previously with David Weekley Homes from 2016 to 2018. 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 a range of clients including individuals, high-net-worth investors, pension plans, and corporations.

Jonathan Cott is a CFP® professional with 27 years of experience at Equitable Advisors, where he has worked since 1999. Prior to the rebranding of AXA Advisors, LLC, he served at that firm as well, spanning over two decades. Outside of his advisory role, Cott is a majority partner in BEYOND STOWE, LLC, and acts as a trustee for a family member trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Trace Dennis is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and also operates the Jal Dennis Group, a business he has run since 2014. Dennis serves as a notary public in a limited capacity in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing diversified strategies supported by in-house and third-party research and technology.

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.

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.

David Goodrich is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Principal Life Insurance Co. and Princor Financial Services Corporation for over two decades. Goodrich is also the managing partner of Goodrich Financial Services, focusing on insurance sales and investment implementation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage diversified portfolios.

Ismael Morales is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, Nike, Northwestern Mutual Investment Management, and teaching positions at Texas A&M University and The University of Texas at Tyler. 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 brokerage, distribution, and investment management capabilities.

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.

Benjamin Scarth is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Robert Russell is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Dallas, TX, where he has worked since 2021, including prior roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Russell serves as a board trustee for the Dallas Theater Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering clients multi-asset model portfolios and alternative investment options within an integrated operational structure.

James Waterman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent four years at Veritiv. Outside of his advisory role, he holds a 50% share in a condominium in Naples, Florida, which is typically rented out seasonally. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Mark Withers is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Dallas, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Ivan Wong is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, New York Life Insurance Company, and the Texas Army National Guard. Outside of his advisory work, he is an author and teaches criminology at Collin County College, as well as serving as a teacher at multiple educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

William Floyd is a financial advisor with LPL Financial in Dallas, TX, holding Series 65 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Texas Capital Bank, Wedbush Securities, and First Horizon Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.