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.

Bradley Scott is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in the financial industry. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Blue Chip Partners, LLC, a limited real estate activity related to building an office for his wealth management practice. 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 wide range of advisory and brokerage services, including financial planning, diverse advisory programs, and retirement plan consulting.

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.

Summerlin Maze is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and over 30 years of industry experience. Prior to joining Edward Jones in 2022, Maze worked at Bank of America for 27 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Lashundra Strother is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in her son's trucking business and serves as CEO of a motivational speaking venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and is notable for its extensive advisor network and affiliated financial 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.

Jason Mann is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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 supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

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.

Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Christopher Wilcox is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured discovery processes and advanced planning tools, managing approximately $2.74 trillion in client assets.

Carter Horwitz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Associates and Wellington Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Daniel Mahle is a financial advisor at LPL Financial with 26 years of industry experience. His credentials include Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Financial in 2021, he worked with Joda Realty Group, Sanjeev Kumar, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Nolan Chumbley is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JP Morgan entities since 2018. Prior to joining JP Morgan, he was employed at Higginbotham Insurance and attended Baylor University. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cory Hargrave is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following nine years at Bank of America, N.A. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model portfolio recommendations based on proprietary investment analysis and probabilistic modeling.

Steven Crate is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Raymond James & Associates. Outside of finance, he is a certified flight instructor at Monarch Air and Monarch Aviation, where he teaches students both in ground school and in practical flight training. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of products through its affiliations within the J.P. Morgan organization.

Bikram Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients’ unique financial situations and goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Bikram holds a Bachelor's Degree from Y C College of Engineering and a Master's Degree from Symbiosis Institute of Management Sciences. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Bikram follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys golfing, spending time with his family, and traveling.

Travis Moss is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 10 years before joining RBC in 2026. Outside of his advisory role, he manages a hunting lease through MOSS HUNT LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies using both in-house and third-party managers, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Michael D'Onofrio is a Financial Advisor at Merrill Lynch Wealth Management and a Merrill Financial Solutions Advisor. He specializes in helping clients develop strategies to pursue their short-, mid-, and long-term financial goals, providing resources for investing, retirement planning, and saving. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Michael's expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Beginning his career in investment banking, he transitioned to financial planning to foster more personal relationships with clients. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations and earned a Bachelor's Degree from Ohio State University. Outside of his professional work, Michael enjoys football, reading, skiing, and spending time with his family. He is involved in community activities through Social Venture Partners Dallas.