Brett Ginn is a financial advisor with LPL Financial in Mansfield, TX, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 and operates Ginn Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lauren Hebert is a financial advisor at Ameriprise in Colleyville, TX, holding a Series 66 designation with six years of industry experience. Her career includes roles at Ameriprise Financial Services Inc, Northwestern Mutual, L Brands and Associates, and Texas Christian University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rosemina Hudani is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Cetera and American Airlines Federal Credit Union. She is affiliated with Flagship Financial Group, a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad array of financial products.

Philip Disspain is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he has involvement with Uber in transportation and logistics. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dhruba Giri is a financial advisor with Primerica Advisors in North Richland Hills, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Keith Chappelle is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors for over three decades. Outside of his advisory role, Chappelle is the founder of Family Wealth Builders USA in Cedar Hill, TX. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed account options, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

Mario Walker Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Lincoln Financial Advisors Corporation and Primerica. Outside of his advisory work, he is involved with ELS Vision Wealth Management, where he serves as an agent for equity indexed annuities and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a large network of advisors, offering integrated financial planning, investment advisory services, and access to multiple third-party money managers and managed account platforms.

La Toya Martin is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and 1ST Global Capital Corp. Outside of her advisory role, she owns and operates a blogging business called The Gospelnista and has had entrepreneurial involvement with a former restaurant, Tasty's Barbecue & Turkey Leg Connection. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, offering various asset allocation approaches and tax-sensitive options.

Satyaprasad Chakravarthy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Jijo Valiyaparambil is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Avantax Investment Services, and operates a tax preparation and accounting business, Next Level Tax Inc. He is also a licensed CPA and a notary in Texas. 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 portfolio programs, and institutional platforms, supported by advisor-facing technology and a broad non-advisory financial services platform.

Karina Mejia is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at various J.P. Morgan entities since 2008, including JPMorgan Chase Bank, N.A. Her roles span both the securities and banking sectors within the firm. 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 recommendations.

Michael Forrester is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Halliburton from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the sole proprietor of Testimonial Feedback. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and analytical tools to develop financial plans.

Lamar Brown is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Cetera and its affiliated entities since 2024 after prior roles at Avantax Investment Services, First Command, and TD Ameritrade. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors and $256 billion in assets under management.

Stephen Pletcher is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and also affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Brandon Koons is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on helping individuals and families build, protect, and grow their wealth through personalized financial planning and investment strategies. He works closely with clients to simplify complex financial decisions and develop clear, long-term plans aligned with their goals and priorities. Brandon's expertise spans family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and advising clients in sports and entertainment. He emphasizes understanding what is important to his clients in order to provide tailored guidance that supports their financial objectives. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Oregon and an MBA from the Purdue University System. Outside of his professional work, Brandon enjoys football, ice hockey, traveling, and watching movies.

John Neff is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 46 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at UBS Financial Services for 26 years. He serves as an advisor on the finance and investment committees of several nonprofit organizations, including the Seminary of the Southwest and Helping Hand Home for Children. 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.

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.