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.

Keith Chappelle is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors for over three decades. Outside of his advisory role, Chappelle is the founder of Family Wealth Builders USA in Cedar Hill, TX. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed account options, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

Mario Walker Sr. is a financial advisor at OSAIC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, PFS Investments Inc., and Primerica. Outside of his advisory work, he is an agent involved in the sale and service of equity indexed annuities and life insurance products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of strategies from discretionary UMA to third-party manager selections.

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 at Cambridge Investment Research Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors, Inc. He is also involved in consulting and coaching through Pariveda in Dallas, TX. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals managing a multi-billion dollar asset base.

Jijo Valiyaparambil is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Avantax Investment Services, and operates a tax preparation and accounting business, Next Level Tax Inc. He is also a licensed CPA and a notary in Texas. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology and a broad non-advisory financial services platform.

Karina Mejia is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and includes an ESG eligibility framework.

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, holding a Series 63 designation with 46 years of industry experience. He previously worked at UBS Financial Services for 26 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. Neff serves as an advisor on the finance and investment committees for several nonprofit organizations, including the Seminary of the Southwest, YMCA Camp of the Rockies, and Helping Hand Home for Children. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a broad derivatives and commodities capability.

William Thompson is a CFA® charterholder with 21 years of experience in the financial services industry. He is currently with UBS Financial Services and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services through a broad advisor network and proprietary research.

Kevin Ward is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

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 Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through various regulatory registrations.

Anne Orand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research with a forward-looking approach to build model asset allocations, incorporating an ESG eligibility framework when applicable.

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.

Althea Washington is a financial advisor at Edward Jones in Cedar Hill, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Frost Bank for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.