Philip Disspain is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he has involvement with Uber in transportation and logistics. Raymond James & Associates is a large, dually registered 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 solutions.

La Toya Martin is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and 1ST Global Capital Corp. Outside of her advisory role, she owns and operates a blogging business called The Gospelnista and has had entrepreneurial involvement with a former restaurant, Tasty's Barbecue & Turkey Leg Connection. Merrill 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. The firm employs model-based and discretionary strategies developed by internal and third-party managers, offering various asset allocation approaches and tax-sensitive options.

Satyaprasad Chakravarthy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Karina Mejia is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at various J.P. Morgan entities since 2008, including JPMorgan Chase Bank, N.A. Her roles span both the securities and banking sectors within the firm. J.P. Morgan Securities LLC 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 recommendations.

Angela O'Daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Inspirato as a sole proprietor. 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 a range of advisory programs supported by structured planning tools and proprietary market modeling.

Stephen Pletcher is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and also affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Brandon Koons is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families build, protect, and grow their wealth through personalized financial planning and investment strategies. He is committed to providing clients with clear guidance and long-term strategies aligned with their financial goals and priorities. Originally aspiring to a medical career, Brandon discovered his interest in financial advising during his MBA program at Purdue University System. He holds a Bachelor's Degree from the University of Oregon and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and serving clients involved in sports and entertainment. Outside of his professional work, Brandon enjoys football, ice hockey, traveling, and watching movies.

John Neff is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 46 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at UBS Financial Services for 26 years. He serves as an advisor on the finance and investment committees of several nonprofit organizations, including the Seminary of the Southwest and Helping Hand Home for Children. 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 an ESG eligibility framework.

William Thompson is a CFA® charterholder with over 21 years of experience in the financial services industry. He currently works at UBS Financial Services in Dallas, TX, where he has been since 2023. Prior to UBS, he held positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad service platform.

Kevin Ward is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes positions at JPMorgan Chase Bank, Bank of America, Morgan Stanley, and Northwestern Mutual. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michelle Calabro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, including a role at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Kyle Sheckells is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2019 and at BNY Mellon from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides customizable portfolio solutions based on client risk profiles.

Ky Fiser is a CFP® with 25 years of experience in the financial services industry. He has worked at Ameriprise since 2017, including his current role starting in 2020, and previously worked at WFG Investments from 2012 to 2017. Fiser is also involved in independent insurance brokering and owns FWM Practice, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Triston Mc Donald is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 and has experience with JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his current role, he attended Brown University and has worked at Lockerverse and Finish Line. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Orand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in advising high net worth individuals, family groups, and their businesses. He works closely with clients to articulate their financial goals and develop personalized strategies that align with their long-term objectives. John’s approach includes guiding clients through important financial and life decisions, with expertise in areas such as retirement income planning, portfolio management, tax minimization, philanthropic planning, small business strategies, and college education planning. John’s professional experience encompasses asset allocation, outside manager selection, structuring fixed income portfolios, managing customized equity portfolios, and evaluating alternative investment strategies. He also coordinates lending and trust services to help simplify clients’ financial lives. His credentials include the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. John holds a Master’s Degree from Southern Methodist University and a Bachelor’s Degree from the University of North Carolina. Outside of his professional work, John is engaged in community service following the Merrill tradition of local participation. His personal interests include biking, golfing, music, and reading. John connects with clients who are retired or nearing retirement, business owners, or individuals undergoing divorce, offering tailored financial advice and strategies to meet their specific needs.

Jonah Aldridge is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with corporate executive services, education planning, executive compensation, family wealth management strategies, endowment services, legacy and philanthropic planning, personal retirement planning, special needs strategies, and tax minimization. His expertise spans industries including healthcare, construction, and oil and gas. Living with type 1 diabetes (T1D) himself, Aldridge brings a unique perspective to his work, particularly in supporting individuals and families affected by T1D. He focuses on creating wealth plans that account for the long-term costs associated with diabetes management, such as medical expenses, insurance, investments, and estate planning. His professional path is driven by personal experience and a commitment to helping clients navigate critical financial decisions. Aldridge holds a Bachelor's Degree from the University of Alabama and is a Personal Investment Advisor (PIA). He participates in community organizations including JDRF International and Wayside Christian Mission. In his personal time, he engages in activities such as basketball, camping, chess, golf, hiking, pickleball, rock climbing, skiing, soccer, and traveling.

Shawn Cantrell is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS since 2008. Cantrell serves on the boards of National Food & Beverage and Dallas National Golf Course, contributing to operational and financial oversight in these roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and custody solutions.

Daniel Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services, Inc., Personal Capital, Echo Global Logistics, and Zones, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, rebalancing, and a long-term orientation.

John Harsch is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including personalized financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.