Marielle Robinson is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Steve Hayward is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2010 and has been with JPMorgan Chase Bank, N.A. since 2016. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Alexis Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Alexis worked at Nilsine Partners and has held various roles including positions at Texas Christian University and in community sports and education organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Jeffers is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding the ChFC® designation along with Series 63 and 65 licenses. He has 31 years of industry experience and has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a variety of portfolio management strategies across multiple platform arrangements.

Seth Osborne is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at JPMorgan Chase Bank, Midfirst Bank, Care Providers Oklahoma, and Oklahoma State University. 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 an ESG eligibility framework in its investment process.

Rosalie Seiler is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation. She has six years of experience in the financial services industry, having previously worked at UBS Financial Services and the Preferred Hotel Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to support client planning needs.

Peter Aldendifer is a Series 66-credentialed financial advisor with Morgan Stanley in Dallas, TX, and has 12 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Vivian Frederick is a financial advisor at RBC Capital Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs and Verlaine Fox, an online retail business she founded. Vivian is based in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers services including tax management and responsible investing options.

Sarah Green is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2018, following a prior role at TD Ameritrade from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through Corporate Financial Planning agreements.

Caroline Inkman is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with one year of industry experience. Prior to joining Morgan Stanley, she worked at Tricia Ryan Studio for three years and was self-employed for seven years. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Bruce Dunham is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes prior roles at Merrill and Bank of America. 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 public entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Thanh H. Le, also known as Thomas H. Le, is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the investment and banking industry since 2006, offering experience that spans retail to managed assets. Before joining Merrill, Thanh worked with LPL Financial Services, UBS Financial Services, and Solomon Smith Barney, assisting clients with customized wealth plans and strategies. Thanh leverages his background in investment and banking to support clients in areas such as wealth management planning, investment management, portfolio allocation, asset analysis, lending, and insurance needs. He works closely with Asian professionals, business owners, and families, employing various strategies involving cash, stocks, bonds, ETFs, mutual funds, hedge funds, and money managers. His client focus includes college education planning, family wealth management, legacy planning, retirement income, small business strategies, and tax minimization. Thanh holds a Bachelor of Science degree in Computer Science from Delaware College and maintains FINRA Series 7 and Series 66 registrations, along with an insurance license. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English, Vietnamese, Yue (Cantonese), and Mandarin, Thanh resides in Texas with his wife and three daughters. Outside of work, he enjoys reading, fishing, golf, and spending time with his family.

Melina Desilva is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include positions at JPMorgan Chase Bank and American Express, as well as academic work at Southern Methodist University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Luke Smith is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Charles Schwab and Schwab Wealth Advisory. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Annabel Toole is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to her current role, she worked at Sanford Smith Associates and Third Eye. Outside of finance, she was involved with The Cultivist for three years. 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 applying an ESG eligibility framework in its investment recommendations.

Jana Fryar is a financial advisor at Stifel in Dallas, TX, with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Fryar also serves as a notary for clients when necessary. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Drew Koeller is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and The Huntington Investment Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and modeling techniques, serving both direct clients and corporate financial planning arrangements.

Marcus Ranallo is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2013. Outside of his advisory role, he serves on the investment committee of the Adam C. Sinn '00 Center for Investment Management at the Mays Business School, a nonprofit focused on providing students with practical investment experience. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.