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 licenses and bringing 27 years of industry experience. He previously worked at Merrill for eight years before joining UBS in 2008. Cantrell serves on the boards of National Food & Beverage and Dallas National Golf Course. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

John Harsch is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and employs a range of strategies, including ESG considerations, while maintaining a distinct regulatory structure that includes futures and security-based swap dealer registrations.

Emily Moseley is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to her current role, she has experience with Block Real Estate Services LLC and Howard Properties, and attended the University of Georgia. 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 and qualitative research and incorporates an ESG eligibility framework for its recommendations.

Nathan Schmid is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with less than one year of industry experience. His prior work history includes roles at Northwestern Mutual, Alamo Drafthouse, and H-E-B, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Ryan Adams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates a sole proprietorship focused on property, casualty, life, disability, and long-term care insurance support. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and a range of tailored investment programs.

Helen Molloy is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and is also associated with JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she is the owner of Break Point LLC, which leases property. 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. Their advisory process incorporates systematic quantitative and qualitative research, and includes broader derivatives and commodities capabilities through affiliated entities.

Christopher Campbell is a financial advisor with Ameriprise in Dallas, Texas, holding a Series 66 designation and four years of industry experience. He has worked previously in various roles including at Texas Tech University and Walz & Associates. Outside of his advisory work, he is involved with Geaux Sooners LLC, operating under the DBA Luminate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning, employing a research-driven approach and collaboration between centralized service teams and financial advisors.

Matthew Sheldahl is a financial advisor at RBC Capital Markets in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a trustee for the Optima Giving Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Luke Goolsby is a financial advisor with LPL Financial in Dallas, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining LPL, his work history includes roles at Texas A&M University, PepsiCo, and The Goolsby Law Firm. Outside of his advisory role, he has involvement with Children's Courtyard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Firkus is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 18 years of industry experience. His prior work includes roles at Allstate Insurance Company, ProEquities Inc, and Protective Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cindy Lewis is a financial advisor with RBC Capital Markets based in Dallas, TX. She holds Series 63 and Series 66 designations and has 32 years of industry experience. Her career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs and portfolio management services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Joan Mason is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities. She is also involved with Mason Aerospace Consultants LLC, a consulting firm where she serves in an advisory board capacity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by comprehensive planning tools and resources.

Ryan Valenzuela is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining LPL Financial and establishing Valenzuela Wealth 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 financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Heather Hampshire is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies and serves individual, high-net-worth, pension, corporate, and charitable clients.

Alexander Nierling is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his financial advisory role, he is a passive owner of a car dealership, Vaquero Motors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jamie Buzzard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has worked at J.P. Morgan Securities since 2006 and at JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved as an owner or partner in several business ventures, including an event services company and private investments in automotive and consulting-related holdings. 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. Its advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.

Dustin Ripley is a Series 66-licensed advisor with J.P. Morgan Securities in Dallas, TX, bringing 10 years of industry experience. He previously worked at Goldman Sachs & Co. and serves as a Lieutenant Colonel in the United States Air Force Reserve, where he is involved in disaster response preparedness in Oklahoma. 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. Their advisory process combines quantitative and qualitative research, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Jacob Ahrberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to his current roles, he held positions at Kanakuk Ministries, Contango Oil and Gas, and the Oklahoma State Senate in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.