Hunter Morita is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and has a background that includes roles in education and nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations with customized investment strategies and advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and custody services.

Michael Taysom is a financial advisor at Edward Jones in Sunnyvale, TX, with 26 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Peyton Townsend Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and bringing 57 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Marious Yancheson is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked at firms including Fisher Investments, Equity Trust Company, Evergreen Wealth Advisors, and PNC Bank. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and supports a large client base through advisor-led and online offerings.

Sami Abboud is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and with 23 years of industry experience. He has worked at Merrill since 1999 and at Bank of America, N.A. since 2015. 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.

Edward Arnold is a CFP® with six years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Dallas, TX. His prior roles include positions at BOK Financial Private Wealth and JPMorgan Chase Bank, N.A. He serves as a board member of the Ibex Club, a nonprofit organization supporting youth development in the Vickery Meadow area. 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 in its advisory process.

Zachary Padberg is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Applewhite And Buys Financial Advisors and JPMorgan Chase Bank, N.A. Before entering financial services, he held positions at College Hunks Moving Company and Waterway Carwash. 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 searches, and customized performance reporting through a structured process that incorporates quantitative modeling and ESG considerations.

Caressa Patel is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Frost Brokerage Services, Inc. and Equitable Advisors, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and models to assist clients in developing plans.

Jacob Scott is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2025, with prior experience that includes roles at Miramar Holdings and The Meat Shop, as well as academic work at The University of Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory principles.

Paul Klement is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and worked previously at Securities America Advisors and Securities America Inc from 2016 to 2024. Outside of his advisory role, he is a General Lines Agent with Navigation Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Dominique Henderson Sr. is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2025 and also operates DJ Henderson Consulting LLC and DJH Capital Management. 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 advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Emily Le Blanc is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Toyota Motors North America, and involvement with the Kimbell Art Museum. 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.

Ching Eiler is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Travis Owens is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Carrington Washburn is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Goldman Sachs and Ringle, as well as internships and positions at Dartmouth College and Postmates. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Marylyn Houston is a financial advisor at Morgan Stanley with 48 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 designation. 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. The firm’s planning process uses structured discovery conversations and approved tools, supporting a range of investment and financial strategies.

Patricia Tippins is a financial advisor with Stifel in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Carol Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, which allows her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

James Barrett is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. He previously worked at JPMorgan Securities LLC and UBS Financial Services. Outside of his advisory work, he operates James Barrett Photography, a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

John Briggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.