Leslie Gunawan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, Leslie held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. Leslie is involved in philanthropic and community activities, including serving as treasurer of Kidd's Kids – The Kraddick Foundation and holding board roles with The Lamplighter School and Parish Episcopal School in Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management, supported by proprietary research and institutional trading capabilities.

Patrick Carrigan is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he is involved in nonprofit organizations, serving on the board and finance committee of the Episcopal Foundation of Dallas as well as participating with The Dallas Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and fiduciary financial planning.

Donald Kinsey is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Stifel Nicolaus & Co Inc for ten years. Outside of his advisory role, he serves on the board of Kinsey Entertainment in Heath, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies and access to both in-house and third-party investment managers.

Gary Locke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Cetera, having joined in 2023, and previously worked with the Texas Rangers in 2023. Locke is also involved in insurance sales and serves as an investment adviser representative through his independent business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment strategies.

Anthony Moreno is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various roles within J.P. Morgan firms since 2023. Moreno’s background includes positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Valley Bank, as well as a role at Southern Methodist University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brett Ginn is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2014 and operates under Mebane Financial Services and Ginn Wealth Management in Mansfield, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from various sources.

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 with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Lincoln Financial Advisors Corporation and Primerica. Outside of his advisory work, he is involved with ELS Vision Wealth Management, where he serves as an agent for equity indexed annuities and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a large network of advisors, offering integrated financial planning, investment advisory services, and access to multiple third-party money managers and managed account platforms.

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 with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jijo Valiyaparambil is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Ameriprise and Avantax Investment Services, Inc. Additionally, he operates Next Level Tax Inc. and provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Karina Mejia is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at various J.P. Morgan entities since 2008, including JPMorgan Chase Bank, N.A. Her roles span both the securities and banking sectors within the firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Forrester is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Halliburton from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the sole proprietor of Testimonial Feedback. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and analytical tools to develop financial plans.

Lamar Brown is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Cetera and its affiliated entities since 2024 after prior roles at Avantax Investment Services, First Command, and TD Ameritrade. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors and $256 billion in assets under management.

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, where he focuses on helping individuals and families build, protect, and grow their wealth through personalized financial planning and investment strategies. He works closely with clients to simplify complex financial decisions and develop clear, long-term plans aligned with their goals and priorities. Brandon's expertise spans family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and advising clients in sports and entertainment. He emphasizes understanding what is important to his clients in order to provide tailored guidance that supports their financial objectives. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Oregon and an MBA from the Purdue University System. Outside of his professional work, Brandon enjoys football, ice hockey, traveling, and watching movies.

Taylor Lewis is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. and had roles at Flexxray LLC and Cargill Incorporated. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

John Neff is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 46 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at UBS Financial Services for 26 years. He serves as an advisor on the finance and investment committees of several nonprofit organizations, including the Seminary of the Southwest and Helping Hand Home for Children. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.