Luke Haddad is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Equitable Advisors and held various roles at Trinity Industries, Life Time, Inc., and the University of Texas Arlington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select team of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and supports implementation through affiliated investment-management entities.

Krish Patel 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 held various roles in both financial and non-financial businesses. Outside of his advisory work, he is involved as an owner of KJSJ LLC and provides home care services for his grandmother through Heart That Care. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, delivering written asset allocation advice and customized performance reporting with a non-discretionary approach that allows clients to retain final decision-making authority.

Nicole Elliott is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab, Mass Mutual Investors Services, and MetLife Securities. Outside of her advisory role, she is a partner in a men’s hair salon business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include ESG criteria in its recommendations.

Kevin Robertson is a financial advisor with Merrill in McKinney, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000. Outside of his advisory role, he serves on the Scholarship Committee for the Foundation for Allen Schools, where he reviews and interviews scholarship applicants. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and a roster of manager-constructed strategies, supported by oversight from its CIO and tax-efficient implementation tools, and benefits from integration with Bank of America affiliates.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Roger Bell is a financial advisor with LPL Financial based in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at American General Securities Incorporated and Mutual Service Corporation before joining LPL Financial in 2009. In addition to his advisory work, he operates a non-variable insurance planning practice under Bell Financial Group and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Jeffery Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Morgan Stanley. Davis’s background also includes experience outside finance with Team Sports Agency and Millar Construction. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sean Kemery is a financial advisor with J.P. Morgan Securities based in Prosper, TX. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Edward Jones and Dataminr Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Cole Baker is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and beginning his industry experience in 2024. He has worked at Edward Jones since 2024, with additional roles at First Baptist Woodway and Specialty Restoration of Texas prior to joining the firm. Baker attended Texas A&M University from 2021 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 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.

Robert Mackey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Mackey Brennan Wealth Management Group, a seven-person advisory team dedicated to serving affluent clients including entrepreneurs, business owners, executives, retirees, widows, and families with special needs members. He has been with Merrill Lynch since 1991 and is recognized for his goals-based wealth management approach. Robert also trains and mentors other Merrill advisors across the country. Robert's experience encompasses portfolio management, asset allocation strategies, retirement and estate planning, and facilitating collaboration with clients' legal and tax professionals. His firm focuses on simplifying clients' financial lives and aligning investments with estate planning strategies to help preserve and grow wealth for families and business owners. He places emphasis on educating clients and the next generation about investments and financial responsibility. He holds a Bachelor of Science degree in Economics and Finance from Spring Hill College. Professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert is involved in his community through service on the boards of John Paul II High School, Mother Teresa Catholic School, and The Catholic Foundation in Dallas. He resides in Parker, Texas, with his wife and three children. Outside of work, his personal interests include hiking, running, traveling, and spending time with family.

Michael O'neil is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over six years of experience in wealth management and brings a disciplined approach to financial advising, drawing from his previous career as a United States Marine Corps Officer, where he served for 22 years. His military background involved strategic planning and execution, skills he applies daily to guide clients in achieving their financial goals. Michael holds a Bachelor's Degree from The Citadel and has earned the Personal Investment Advisor (PIA) designation. His personal philosophy emphasizes developing personalized financial strategies tailored to each client's long-term objectives. His commitment to service extends beyond his professional role, influenced by his military service and family life. He values the opportunity to work closely with clients to understand what is most important to them, providing strategies that remain flexible to life changes and market conditions. Michael's approach focuses on disciplined pursuit of financial goals and steadfastness in the face of challenges, reflecting his lifelong dedication to service and commitment.

Mark Massey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1997 and joined Merrill in 2006. He leads a goals-based wealth management process that helps clients pursue financial lifestyles aligned with their priorities. Mark assists clients with retirement planning, estate planning services, wealth transfer, investment risk assessment, and asset allocation policies. He coordinates with clients' tax, accounting, and legal advisors to simplify their financial lives. Mark holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Certified Portfolio Manager (CPM). He earned a Bachelor of Arts in political science jointly from Harding University and the University of Arkansas, and a Master of Business Administration from the Sam M. Walton College of Business at the University of Arkansas. Outside of his professional work, Mark enjoys golfing, reading, and spending time with his family.

Carlos Parra is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, and portfolio management services. Carlos applies a client-first approach, building trusted relationships and providing personalized guidance to help clients pursue their long-term financial goals with clarity. Before joining Merrill Lynch, Carlos was a Financial Advisor at Edward Jones, assisting individuals, families, and small business owners in working toward their financial objectives. His background also includes field operations and regional leadership roles in the retail industry, where he developed organizational, leadership, and client service skills that inform his current practice. Carlos holds a High School Diploma/GED from the University of Texas System and possesses the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he has called North Texas home for over 25 years and resides in Flower Mound. Outside of his professional work, Carlos enjoys motorcycle riding, playing drums, golfing, and spending time with his family. He is actively involved in his community, volunteering with the Knights of Columbus #12553 in Argyle, Texas, and participating in his local church.

Albert Bryant is a financial advisor with Raymond James Financial, holding CFP®, ChFC®, and Series 66 designations and three years of industry experience. His prior roles include positions at First Choice Financial Planning, Raymond James Financial Services, Inc., Superpowers HQ, and State Farm. He is also associated with Dawson Private Wealth, where he provides financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients primarily through its advisory programs and partnerships.

Kevin White is a financial advisor at Merrill with Series 63 and Series 66 credentials and 34 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2001. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Harsimran Sidhu is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, Sidhu serves on the Board of Directors for The University of Texas at Dallas and owns a marketing and advertising business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sara Kenyon is a Series 66 licensed advisor with UBS Financial Services in Plano, Texas, and has 26 years of industry experience. She has been with UBS since 2005. Outside of her financial advisory role, she teaches horse riding lessons and operates an equine sport massage business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based allocations to tailor financial plans. The firm offers a combination of wealth management and institutional trading capabilities.

Marcella Shaikh is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked for the Garland Independent School District for seven years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mcclaran Hayes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his financial services career, he was involved with Nick and Sam's Grill and the Columbus Symphony Orchestra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, to develop model asset allocations.

Ian Bevan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in the restaurant industry, including management positions at The Yard X33 Restaurant Group LLC and JC's Burger House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.