Bryan Brokaw is a CFP® with 21 years of experience in the financial industry, currently serving clients at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Gary Hughes is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Banc of America Investment Services, Inc. from 2002 to 2008. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and substantial assets under management.

Jaime Ablaza is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them with advisory models or discretionary managers, often implemented through third-party TAMPs and LPL-sponsored programs.

Justin Guerra is a financial advisor with J.P. Morgan Securities in Garland, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and at JPMorgan Chase Bank from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Danielle Cofield is a Branch Leader at Fidelity Investments, a position she has held since 2026. In her role, she focuses on developing talent and building a culture of accountability and continuous growth by setting clear expectations and providing direct coaching. Prior to her current role, Danielle held several leadership positions within Fidelity Investments, including Team Leader roles in Workplace Planning and Advice from 2023 to 2026, Client Services from 2020 to 2022, and Onboarding Leader in Client Services from 2022 to 2023. Through these roles, she has supported associates in expanding their capabilities and emphasized consistent achievement to create lasting value for clients. Outside of her professional work, Danielle's personal interests include cooking and baking, fitness, reading, singing, and playing tennis.

Catherine Sando is a financial advisor with Morgan Stanley Wealth Management in Dallas, Texas, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley and its affiliated private bank since 2010. Outside of her advisory role, she serves as a board member of The Sando Foundation, a nonprofit focused on children, youth, civic/community, and health and welfare initiatives. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process employs firm-approved tools and methodologies, serving clients primarily in an advisory capacity.

Barbara Sullins is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and Integrity Alliance, LLC. She is also a commissioned notary for the state of Texas. 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 services including financial planning and access to third-party asset management, with advisors implementing various strategies supported by technology and research tools.

Jonathan Lopez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2020, he worked at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Nita Rathod is a Series 66 credentialed financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities since 2022. Her prior roles include positions at JPMorgan Chase Bank and Wells Fargo Clearing. 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 integrates quantitative and qualitative research and may incorporate ESG frameworks.

Kathleen Finley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. She also operates Kathleen C Finley, LLC, which supports her work as an independent financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports a wide range of client types, including pension plans and charitable organizations.

Erum Mirza is a financial advisor with Merrill in Plano, TX, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and Bank of America, N.A. since 1999. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Ray is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 designations and 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 15 years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ellenore Baker is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Dallas, TX, with 19 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she serves on the finance and investment committee of the Texas Women's Foundation and is an officer and treasurer of the Women’s Leadership Alliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and maintains unique municipal advisory and SIMPLE IRA consulting programs.

Torsten Holmes is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a manager of a commercial real estate business, Twin Creeks Real Estate Group. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Najee Smith Alexander is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A., First National Bank Texas, and Snelling. Outside of his advisory role, he is a member of Alexander Legacy Group LLC, a real estate investment and property management business in Denton, Texas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Davidson is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or discretionary managers, often through third-party program sponsors and endorsed platforms.

Kenneth Robinowitz is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Wells Fargo-related firms since 2002, including Wells Fargo Investments, LLC. Outside of his advisory role, he serves as co-executor for his father-in-law’s estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Michael Brumfield is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors since 1999 and was previously employed by SiriusXM for 11 years. Outside of advisory work, he is involved in business activities related to mortgage product sales and home security referrals through Primerica-affiliated companies and also works part-time with Citicorp Trust Bank on home equity lending matters. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and partners with BNY Mellon Advisors and Pershing for trade execution and custody.

Dante Colmenares is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Brokerage Services, Charles Schwab & Co., and Mutual of Omaha Investor Services. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to personalize asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs.

Thomas Turner is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked with multiple firms including Avantax and 1st Global Advisors, and he remains involved with Turner & Vedrenne Financial Services, LLC. In addition to financial advising, he participates in tax preparation, research, and consulting through Turner, Vedrenne & Howard. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using diverse program structures and access to third-party money managers.