Robert Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Mackey Brennan Wealth Management Group, a seven-person advisory team dedicated to serving affluent clients including entrepreneurs, business owners, executives, retirees, widows, and families with special needs members. He has been with Merrill Lynch since 1991 and is recognized for his goals-based wealth management approach. Robert also trains and mentors other Merrill advisors across the country. Robert's experience encompasses portfolio management, asset allocation strategies, retirement and estate planning, and facilitating collaboration with clients' legal and tax professionals. His firm focuses on simplifying clients' financial lives and aligning investments with estate planning strategies to help preserve and grow wealth for families and business owners. He places emphasis on educating clients and the next generation about investments and financial responsibility. He holds a Bachelor of Science degree in Economics and Finance from Spring Hill College. Professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert is involved in his community through service on the boards of John Paul II High School, Mother Teresa Catholic School, and The Catholic Foundation in Dallas. He resides in Parker, Texas, with his wife and three children. Outside of work, his personal interests include hiking, running, traveling, and spending time with family.

Michael Horne is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. beginning in 2025. Michael’s earlier experience includes a position at Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models as part of its advisory process.

John Calandro III is a CFP® with 45 years of experience in the financial services industry. He currently works at Morgan Stanley and has held prior roles at Bank of America, Merrill, Sanders Morris LLC, and his own firm, Calandro Advisory Services, Inc. Outside of his advisory work, he is involved in several firearms and outdoor sports organizations, including serving as a director of a family firearms business and coaching shotgun sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions, combining financial planning with access to extensive investment resources and strategies.

Albert Bryant is a financial advisor with Raymond James Financial, holding CFP®, ChFC®, and Series 66 designations and three years of industry experience. His prior roles include positions at First Choice Financial Planning, Raymond James Financial Services, Inc., Superpowers HQ, and State Farm. He is also associated with Dawson Private Wealth, where he provides financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients primarily through its advisory programs and partnerships.

Kuumba Smith is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Avantax and 1st Global. Smith is the founder and manager of Smittox Brewing Co., LLC, a beer production and brand merchandising venture that is not currently active. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

Evguenia Funderburk is a CFP®-certified financial advisor with Ameriprise in McKinney, TX, with 18 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of advising, she has a past involvement with a Texas-based bowling tournament business that is currently inactive. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven recommendations and algorithmic tools to support tax-efficient withdrawal strategies and income planning.

Herbert Poledna III is a financial advisor with Ameriprise in McKinney, TX, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and its related entities since 2016, as well as at Massachusetts Mutual Life Insurance Company from 2015 to 2017. Outside of his advisory role, he serves as Practice Manager of Encircle Wealth Advisors, where he leads research and portfolio construction. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written recommendations and annual planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Christine Sager is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. Her prior work includes roles at Edward Jones, Roadmap Advisors, Wisdom Index Advisors, and Merrill. 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 institutional platforms, supported by a large network of investment adviser representatives.

Jace Yeung is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has also worked at JPMorgan Chase Bank, N.A. 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 searches, and customized performance reporting through a non-discretionary advisory program. The firm’s advisory process includes centralized due diligence with a combination of quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Steven Kalmus is a CFP® with 17 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at USAA in various advisory and financial planning roles from 2008 to 2020. Kalmus is also the owner of Glide Path Partners LLC, through which he manages his advisory business. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

Lily Qian is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She has worked with Equitable Advisors since 2003, including its predecessor firm Axa Advisors. Outside of her advisory role, she owns LQ Financial, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Christopher De Nice is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Merrill Lynch. Prior to his financial services career, he was employed in education and sports authority roles and attended Baylor University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages a significant asset base and offers diverse investment services and planning resources.

Kelly Connel is a financial advisor at Edward Jones in Rockwall, TX, holding the CFP® and Series 66 designations with 10 years of industry experience. Connel has worked exclusively with Edward Jones since 2016. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Mankoff is a financial advisor with LPL Financial in Plano, TX, holding the CFP® and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, TD Ameritrade, and Waddell & Reed. 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 range of financial planning and asset management solutions, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

William Wood is a financial advisor with Fidelity Investments based in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at Northwestern Mutual and various roles outside of financial services, including teaching and work in hospitality and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and supports multiple registered investment companies and fund-of-funds through its systematic and AI-enhanced investment processes.

Charles Nail is a financial advisor with Equitable Advisors in Plano, TX, holding Series 65 and Series 63 designations and seven years of industry experience. He has previously worked at AXA Advisors, Morgan Stanley, Olympus Wealth Management, and spent six years affiliated with Brigham Young University. Nail serves on the board of the City House non-profit and is a member of the Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and offers various advisory models implemented through third-party managers and internal portfolio advisors.

Rachael Gordon is a financial advisor at J.P. Morgan Securities in Dallas, TX, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Bank of America. 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 supports its advisory process with centralized due diligence and employs a range of investment strategies, including ESG considerations.

Ellen Thomas is a financial advisor with Primerica Advisors in Plano, TX. She holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at PFS Investments Inc. and Primerica Financial Services and spent 19 years with Rains ISD. She also has experience working with the YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Jason Brownstein is a financial advisor with Edward Jones in Allen, TX, holding CFP® certification and Series 65 and 63 licenses. He has four years of industry experience, including prior roles at LPL Financial and Charles Schwab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mahta Akbary is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Based in Dallas, TX, she serves clients as part of a large national firm. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.