William Thompson is a CFA® charterholder and holds Series 65, 66, and 63 licenses. He has 21 years of experience in the financial services industry, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining UBS Financial Services in Dallas, TX. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with model-based asset allocation. The firm offers a broad range of solutions including fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging its institutional trading capabilities alongside wealth management.

Kevin Ward is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes positions at JPMorgan Chase Bank, Bank of America, Morgan Stanley, and Northwestern Mutual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rigel Mathis is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PFSI Investments Inc. since 2018 and has been affiliated with Primerica Financial Services since 2014. In addition to advisory work, he is involved in sales of loan products and home security referrals through related Primerica affiliates. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michelle Calabro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, including a role at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Kyle Sheckells is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2019 and at BNY Mellon from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides customizable portfolio solutions based on client risk profiles.

Ky Fiser is a CFP® with 25 years of experience in the financial services industry. He has worked at Ameriprise since 2017, including his current role starting in 2020, and previously worked at WFG Investments from 2012 to 2017. Fiser is also involved in independent insurance brokering and owns FWM Practice, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ellen Timberlake is a CFP® certificant with 30 years of experience in the financial services industry. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory work, Timberlake owns Timberlake Sales & Marketing, where she serves as a consultant and speaker for non-securities-related events, and operates a gift wrapping consulting business associated with 3M Scotch Brand. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools, multiple advisory platforms, and access to third-party money managers.

Triston Mc Donald is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 and has experience with JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his current role, he attended Brown University and has worked at Lockerverse and Finish Line. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Orand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in advising high net worth individuals, family groups, and their businesses. He works closely with clients to articulate their financial goals and develop personalized strategies that align with their long-term objectives. John’s approach includes guiding clients through important financial and life decisions, with expertise in areas such as retirement income planning, portfolio management, tax minimization, philanthropic planning, small business strategies, and college education planning. John’s professional experience encompasses asset allocation, outside manager selection, structuring fixed income portfolios, managing customized equity portfolios, and evaluating alternative investment strategies. He also coordinates lending and trust services to help simplify clients’ financial lives. His credentials include the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. John holds a Master’s Degree from Southern Methodist University and a Bachelor’s Degree from the University of North Carolina. Outside of his professional work, John is engaged in community service following the Merrill tradition of local participation. His personal interests include biking, golfing, music, and reading. John connects with clients who are retired or nearing retirement, business owners, or individuals undergoing divorce, offering tailored financial advice and strategies to meet their specific needs.

Sarah Young is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Fsc Securities Corporation for 14 years and Merrill Financial Group for over 30 years. Outside of her advisory role, she serves as secretary for Arlington New Beginnings, a nonprofit focused on low-income housing for the elderly. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Althea Washington is a financial advisor at Edward Jones in Cedar Hill, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Frost Bank for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 credentials and bringing 26 years of industry experience. He has been with UBS since 2008. Cantrell serves on the boards of National Food & Beverage and Dallas National Golf Course, contributing to operational and financial oversight in these roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and custody solutions.

Daniel Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services, Inc., Personal Capital, Echo Global Logistics, and Zones, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, rebalancing, and a long-term orientation.

John Harsch is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including personalized financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Emily Moseley is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank and prior positions in real estate services. 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 investment approach.

Helen Molloy is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008. Molloy is also the owner of Break Point LLC, a property leasing business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

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 with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 10 years before joining RBC Capital Markets in 2019. He serves as a trustee for the Optima Giving Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering advisory, financial planning, and portfolio management services through various programs that include discretionary and non-discretionary options.