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 at J.P. Morgan Securities with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and includes an ESG eligibility framework.

Michael Forrester is a Series 66-licensed financial advisor at Edward Jones in Mansfield, TX, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Halliburton from 2011 to 2017. 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 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 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Inspirato as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and proprietary market modeling.

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, specializing in helping individuals and families build, protect, and grow their wealth through personalized financial planning and investment strategies. He is committed to providing clients with clear guidance and long-term strategies aligned with their financial goals and priorities. Originally aspiring to a medical career, Brandon discovered his interest in financial advising during his MBA program at Purdue University System. He holds a Bachelor's Degree from the University of Oregon and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and serving clients involved in sports and entertainment. Outside of his professional work, Brandon enjoys football, ice hockey, traveling, and watching movies.

Taylor Lewis is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. and had roles at Flexxray LLC and Cargill Incorporated. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

John Neff is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation with 46 years of industry experience. He previously worked at UBS Financial Services for 26 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. Neff serves as an advisor on the finance and investment committees for several nonprofit organizations, including the Seminary of the Southwest, YMCA Camp of the Rockies, and Helping Hand Home for Children. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a broad derivatives and commodities capability.

William Thompson is a CFA® charterholder with 21 years of experience in the financial services industry. He is currently with UBS Financial Services and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services through a broad advisor network and proprietary research.

Kevin Ward is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and Northwestern Mutual. 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 within a non-discretionary advisory program.

Rigel Mathis is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at PFSI Investments Inc., Saf-T-Glove, Charter Spectrum, and Primerica Financial Services. He is involved in sales of investment-related products and also participates in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients, with advisory services delivered through a large network of financial advisors. The firm employs model-driven investment strategies managed by third-party asset managers and utilizes custodial support from Pershing.

Michelle Calabro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, including a role at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Arturo Rocha is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with multiple Raymond James entities since 2015 and has longstanding ties to Southside Bank and its affiliated investment services. Rocha provides financial planning and wealth management through Southside Investment Services and Southside Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network alongside specialized municipal and retirement plan advisory programs.

Jo'anthony Conde Schmidt is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, Schmidt held various roles across retail, manufacturing, and service sectors, including positions at Amazon, Walmart, and Springhill Suites. Merrill, along 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 strategies for a range of clients including individuals, pension plans, and charitable organizations.

Dylan Beard is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Morgan Stanley and Bank of America, N.A. He is based in Fort Worth, TX. 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, pension plans, corporations, and charitable organizations.

Danielle Schlech is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Ameriprise Financial Services, LLC in Hurst, TX. She has been with Ameriprise since 2018, following earlier roles at ProEquities, Inc. and Copelin Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kyle Sheckells is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2019 and at BNY Mellon from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides customizable portfolio solutions based on client risk profiles.

Ky Fiser is a CFP® with 25 years of experience in the financial services industry. He has worked at Ameriprise since 2017, including his current role starting in 2020, and previously worked at WFG Investments from 2012 to 2017. Fiser is also involved in independent insurance brokering and owns FWM Practice, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ellen Timberlake is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. She has previously worked at Royal Alliance Associates, INC. and Signator Investors, Inc., and has a long-standing role at 3M. Outside of her financial advisory work, she owns a sole proprietorship as a consultant and presenter for non-securities related events and serves as a gift wrapping consultant for 3M Scotch Brand. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features comprehensive financial planning, model-based asset allocation, and access to third-party money managers. The firm is notable for its scale, consolidation activity, and complex affiliate network.