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.

Matthew Wilson is a financial advisor with Cetera, holding the CFP® and ChFC® designations and 11 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023 and has been associated with NORTH STAR RESOURCE GROUP since 2015. Wilson also acts as a financial professional for NORTH STAR CONSULTANTS OF TEXAS, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

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.

Gavin Thornton is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Amwins Insurance Brokerage and Roko Holdings, as well as work during his time at the University of Mississippi and Trinity Christian Academy. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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.

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 Series 66 licensed financial advisor with Morgan Stanley in Dallas, TX, with three years of industry experience. Her prior roles include positions at Frost Brokerage Services and Equitable Advisors. 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 and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Kaitlin Uebele is a financial advisor at J.P. Morgan Securities with a Series 66 designation and several years of experience across prominent firms, including Goldman Sachs and Fortress Investment Group. She has worked in the financial industry since 2013 and is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

Jaime Lamprea Carrillo is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation. He has experience in the financial services industry dating back to 2016, with prior roles at Bank of America and Axcess Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.