Darrell Hyde is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools for outcome projections.

Tedi Infante is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and eight years of industry experience. She has been with Morgan Stanley since 2017, following a tenure at Trunk Club. Outside of advisory work, she is involved in corporate event planning through Meritage Events as a hostess and guest greeter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

Christine Pagliaro is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Hilltop Securities and operating as a self-employed advisor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Johnny Maberry is a financial advisor at Ameriprise in Fort Worth, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Maberry is also involved in paraplanning through WLWA, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Jenna Santos is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work experience includes roles at AXA Advisors and entrepreneurial ventures in the food service industry. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and offers various firm-sponsored and third-party asset management programs.

Gregory Cooper is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, Inc. and Wells Fargo Advisors Financial Network LLC. He is based in Dallas, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and tailored to plan objectives, acting as an ERISA fiduciary when providing investment advice.

Jonathon Condren is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Financial LLC, TIAA, Vanguard Marketing Corporation, and Fidelity Investments. 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, and institutional investors.

Michael Vestal is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at WFG Investments, TIAA CREF, and 1st Global Advisors. Outside of his advisory work, he owns Vestal Financial, Inc., a business focused on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms, offers access to third-party advisers and sub-advisors, and develops proprietary model strategies through Founders Gate Capital.

Christopher Martin is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. 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 and third-party asset management, utilizing various investment strategies alongside a broad array of non-advisory financial products and services.

Ye Su is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. Prior to joining Cetera in 2026, Ye Su worked at LPL Financial for 19 years and briefly at Morgan Stanley. Outside of advisory roles, Ye Su has been involved in a real estate rental activity in Jacksonville, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering a variety of portfolio management options and financial planning services through a large nationwide network of independent advisors.

Kenneth Picerno is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cetera. His career includes 15 years at Avantax Investment Services and a long-standing CPA practice providing accounting and tax services. He also holds fiduciary trustee roles managing financial reports and trust distributions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm provides various portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Mefford is a financial advisor with OSAIC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Tate Financial Group and FSC Securities Corporation, among others. Outside of advising, he owns Mefford Investments LLC and operates a sole proprietorship focused on insurance needs analysis and life insurance sales. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth, retirement plans, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization tools, supporting multiple investment strategies and third-party manager selections.

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.

William Burmeier is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Carrollton, TX. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gregory Welsh is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial strategies for families, small business owners, and non-profits. Gregory's focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments and foundations, employee financial health, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. With a background in small business and non-profits, Gregory is trained to help clients manage their life savings to avoid concerns about outliving their retirement resources. He holds the Chartered Retirement Planning Counselor (CRPC) designation and has education from Oklahoma State University and John Marshall High School. He is involved professionally and in the community with the 316 Counseling Centers. Outside of his professional work, Gregory enjoys baseball, football, golfing, and spending time with his family. He emphasizes uncovering what matters to clients and their families to develop financial strategies aligned with their goals.

Robert Kirwan is a Financial Consultant with over 10 years of experience in the financial services industry. He currently partners with clients to develop, implement, and maintain financial plans tailored to their individual definitions of success. Robert emphasizes the importance of forming strong relationships and educating clients throughout the financial planning process. His professional experience includes various roles at Fidelity Investments, such as Portfolio Specialist from 2021 to 2024, Client Management Representative from 2019 to 2021, Fixed Income Specialist from 2016 to 2019, Retirement Solutions Representative from 2015 to 2016, Investment Solutions Representative from 2014 to 2015, and Financial Services Representative in 2014. Prior to his tenure at Fidelity Investments, Robert served as a Financial Advisor at Thrivent Financial from 2013 to 2014. Robert holds an Arkansas Insurance License. Further details about his education or personal interests have not been provided.

Maya Katzman is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Osaic since 2025, following a 12-year tenure at Lincoln Financial Advisors Corporation. Katzman is based in Plano, TX, and also holds licenses including Series 63 and Series 65. Outside of advising, she acts as an insurance agent offering fixed and indexed annuities as well as group health plans. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a large multi-advisor platform.

Amy Nelson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she is involved in selling RodanFields skin care products on a part-time basis. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Drey McInnes is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this position, Drey worked as an Investment Consultant at Fidelity Investments from 2021 to 2022 and as a Wealth Management Consultant at Merrill Lynch from 2018 to 2021. Drey specializes in helping clients identify and work towards their financial goals, including saving for children's futures, planning for retirement, generating income, managing market volatility, and tax-efficient investing. Drey collaborates closely with clients to review their financial situations and develop clear steps to achieve their objectives, supported by Fidelity's ongoing assistance. Outside of work, Drey has personal interests that include fitness, golf, motorcycles, and skiing.

Joseph Meylor is a CFP® professional at Robert W. Baird & Co. with nine years of industry experience. Prior to joining Baird in 2026, he worked at Carter Financial Management, Raymond James Financial Services, Brennan Financial Services, and Merrill Lynch. He volunteers as a VITA volunteer with Catholic Charities Dallas and serves on the education committee for the Financial Planning Association's Dallas/Ft Worth chapter. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations with comprehensive wealth management services. The firm employs a range of portfolio management strategies and emphasizes ongoing manager selection and research, including the use of internal tools and artificial intelligence.