Travis Alexander is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Ramsey Solutions and Joe Pledger State Farm. Outside of advising, he is the owner and operator of The Oxford Dog and is involved with StoneWater Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Minh Doan is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Clint Adams is a CFP® professional with 26 years of experience in the financial services industry. He has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. from 2000 to 2006. He operates a separate wealth management business under the name Adams Wealth Management. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves 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 access to third‑party asset management, supported by various institutional platforms and technology tools.

Artesian Young is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard Advisers, Young held roles at firms including Charles Schwab, Bank of America, and Ameriprise Financial Services. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach focused on personalized asset allocations and portfolios largely constructed from Vanguard funds and ETFs.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Taylor Cohen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Taylor worked at William Blair and Company and Pirate Labs, and has an academic background including four years at Southern Methodist University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Durossette is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has worked at Morgan Stanley since 2013. Outside of her advisory role, she manages a family investment holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Tasha Cunningham is a Series 66-licensed financial advisor with Edward Jones in Garland, TX, with two years of industry experience. Prior to joining Edward Jones, she spent 12 years at Farmers Insurance Group. Outside of her advisory role, she operates a home bakery, Sweet T's Treats, as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kevin Robertson is a financial advisor with Merrill in McKinney, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000. Outside of his advisory role, he serves on the Scholarship Committee for the Foundation for Allen Schools, where he reviews and interviews scholarship applicants. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and a roster of manager-constructed strategies, supported by oversight from its CIO and tax-efficient implementation tools, and benefits from integration with Bank of America affiliates.

Michael Knudson is a financial advisor with Equitable Advisors in Dallas, TX. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at Century Golf and attendance at the University of Dallas and Auburn University. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Richard Holman is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Robert Baird & Co. and has previously worked at Northwestern Mutual and Robert W. Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Riley Goethals is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2019. He has a total of seven years of industry experience, including prior roles at OrderMyGear and Blitzn Retail Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Hunter Moses is a financial advisor at Edelman Financial Engines with a Series 65 designation and two years of industry experience. He previously worked at Fisher Investments and has held roles outside finance, including positions at Ikea and Dallas College. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Nasmi Morales is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. Morales has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of advisory work, Morales serves as a committee member for Good Shepherd Episcopal School. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives. The firm emphasizes tailored investment solutions using third-party asset managers and advisory programs rather than proprietary wrap fee offerings.

Rodney Johnson is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential. He has prior experience at 310 Capital, Corsa Security, Juniper Networks, and Aerohive Networks. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Ryan Kelly is a financial advisor with Equitable Advisors in Dallas, TX. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Third Bridge Group for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and primarily delivers advice through third-party asset managers and advisory programs.

Andrew Clark is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Mass Mutual Life Insurance and Edward Jones. Clark is also involved with Lonestar Vending, LLC, a business he has maintained since 2014. 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. The firm’s advisory process combines quantitative and qualitative research using forward-looking capital market assumptions and includes broader derivatives and commodities capabilities uncommon among institutional advisors.

Teresa Watters is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Jimmy Lee, Waddell & Reed, and Steele Watters, LLC. She also has ongoing involvement in mortgage and real estate services through Versolis Lending Group, which she has been associated with since 2000. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

David Abernathy is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding the Series 66 designation with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent two years at Equitable Advisors. 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. The firm combines quantitative and qualitative research to support its advisory process and incorporates ESG criteria into its recommendations.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. 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, model portfolios, third-party asset management, and institutional platforms.