E. Grant Marsh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Rockwall, TX. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Tim Do is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior work history includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Trad Capital LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Salman Tejani is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill Lynch, Apex Clearing Corporation, and Prosperity Bank. He has also started a house flipping business with his fiancée as a managing partner of T&S Acquisitions LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Roland Jones is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework within its recommendations.

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kristi Denham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services, First Dallas Securities Inc., and Hodges Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julio Rodriguez is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc, Terra Wealth, OASIS Advisors, LLC, and Primerica before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Palmer is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at USAA Financial Advisors and Edward Jones. 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 offers a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational support.

Tony Stevens is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at E*TRADE Capital Management and Harrisdirect. Outside of his advisory role, Stevens is a partner in KB&T Stevens, LLC, an agriculture-related business based in Wylie, Texas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Jill Slayton is a CFP®-certified financial advisor with 37 years of industry experience. She currently works at OSAIC and has prior experience at Woodbury Financial Services, Transamerica Financial Advisors, LPL Financial, and Cetera Investment Services. Outside of her advisory role, she raises and sells cattle as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process features model-based asset allocation and portfolio optimization alongside discretionary and third-party managed strategies.

Joshua Reeh is a financial advisor with Merrill in Rockwall, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Edward Jones for three years and has experience in the electric supply sector. Outside of his advisory role, he owns a lawn service business serving five clients locally. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julia Thorman is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of Wylie, TX. Outside of her advisory role, she is involved with Jal Dennis Group Investment Services, an investment-related business connected to her work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Jones is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Apex Fintech Solutions and Hardin Enterprises prior to joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. as part of their Independent Branch Services. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with multi-asset model portfolios and access to alternative investments.

Tanner Seabourn is a CFP® and ChFC®-credentialed financial advisor with five years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at firms including AGIA, VALIC Financial Advisors, Inc., and PFS Investments Inc. Outside his advisory role, he is also engaged in non-securities insurance product activities. 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, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandy Phipps is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Oppenheimer, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. Sean has also worked in emergency medical services with Acadian Ambulance Service and Champion EMS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Leslie Killgore is a financial advisor with Charles Schwab in Greenville, TX, holding Series 63 and Series 66 designations and 38 years of industry experience. Leslie has been with Charles Schwab since 2016 and has operated Killgore & Associates, Inc. since 1996. Leslie serves as a board member for the Hunt Memorial Hospital District, participating in monthly meetings and a special committee focused on reviewing hospital financial statements. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Justin Dollins is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Edward Jones and Crux Wealth Advisor. Outside of his advisory work, he is CEO of two support companies, 3:23 Advisors and JD Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad advisor network with tools that include risk profiling and probability modeling.

Minh Doan is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.