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.

Bryan Camper is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has previously worked at Sagepoint Financial, Inc. and Covenant Capital Advisors, LLP, where he has also been involved in life insurance and long-term care insurance sales. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to multiple custodial and legacy program arrangements.

Bernard Bowman is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and UBS Financial Services. Outside of his advisory role, Bowman serves on the advisory board of St. Timothy Christian Academy in Plano, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Melissa Carlisle is a CFP® and holds a Series 66 license with Edward Jones in Murphy, TX, where she has worked since 2015. She has 10 years of industry experience. Outside of her financial advisory role, she is a partner in an LLC established to manage her family farm and preserve it for future generations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Scott Parker is a financial advisor with Charles Schwab in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at Mutual of Omaha for 20 years. Parker is also managing partner of Parker Operating Company, LLC, and directs staff at Parker Management Consultants LLC, both roles related to non-investment business activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory and brokerage services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and provides multi-asset model portfolios, alternative investment options, and centralized operational services.

Daniel Swain is a CFP® with 11 years of industry experience, currently affiliated with Raymond James Financial. His prior roles include positions at Founders Financial Securities LLC, Dallavalle Financial, and Taylor Financial. He is associated with Carter Advisory Services, which uses the business name Carter Financial Management. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance through a unique affiliation with a municipal advisor.

Caleb Springer is a Series 66-licensed financial advisor with LPL Financial in Plano, TX, and has one year of industry experience. Prior to his current role, he held positions at Ouachita Baptist University and Inside-Out Solutions. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Bucholtz is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies. With nearly a decade of experience in financial advising, Thomas focuses on helping high net worth individuals and young professionals navigate important financial transitions. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving goals. Thomas's areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He has been with Merrill Lynch for eight years and has ten years of experience in the financial industry. Thomas holds a Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina and maintains several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas lives in Dallas, Texas with his wife Courtney and their two children. In his personal time, he enjoys football, golfing, music, spending time with his family, and traveling.

Gary Cook is a CFP® with 40 years of experience in financial services. He is currently with Cetera, having joined in 2023, and previously spent nine years at VOYA Financial Advisors. He is also the owner of Cook Financial Services, managing the practice alongside his advisory role, and holds an insurance license to sell life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform and over $256 billion in assets under management.

Matthew Meska is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Caliber Home Loans. He also has experience running a small business, Pip House LLC, from 2023 to 2024. 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 program.

Alex Turan is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Forvis LLP and self-employed consulting, as well as over a decade in the automotive and related industries. 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 advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Philip Crew is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Trustee Chairman of the Monsignor John T. Gulczynski Endowment Trust Fund. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a broad range of investment and financial products.

Glenn Swafford is a CFP® and ChFC® with seven years of experience in the financial services industry. He is currently with Equitable Advisors and previously worked at Edward Jones and Paychex. Outside of advising, he serves on the Board of Directors for the Greater Anna Chamber of Commerce and works as a delivery driver for DoorDash. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, focusing on tailored client solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Taren Messenger is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network in 2026, Taren worked at Wells Fargo Clearing since 2016 and has experience with CL Wealth Management LLC and Kaiser Wealth Management. Outside of financial services, Taren is involved in catering through Baker's Ribs and co-owns a residential and commercial cleaning services business, Messy Rehab, LLC, with a spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools.

Jon Vilmar serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Since beginning his career in 1982, he has specialized in personal retirement planning, portfolio management services, and retirement income strategies. Jon works directly with clients to develop customized financial plans that align with their unique goals, family dynamics, and risk tolerance. Jon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. His approach focuses on creating personalized portfolio strategies and retirement income plans through detailed analysis and collaboration with clients’ other professionals, including attorneys and accountants. Jon’s methodical planning emphasizes preserving wealth, growing capital, and securing lasting legacies. Outside of his professional role, Jon engages in activities such as adventure sports, chess, scuba diving, spending time with family, and traveling.

Jacob Wahl is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and various other employers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment outlook models.

Travis Pickens is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017. Prior to his career in finance, he was employed at Best Buy for one year. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Joshua Gallagher is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles at The UPS Store and the University of Dallas. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Benjamin Jones is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. He is associated with Carter Advisory Services but reports no active responsibilities in that role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Brooke Williams is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she held positions at Morgan Stanley and taught at Baylor University’s Hankamer School of Business. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.