Triston Mc Donald is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2025. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through various regulatory registrations.

Anne Orand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research with a forward-looking approach to build model asset allocations, incorporating an ESG eligibility framework when applicable.

John Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in advising high net worth individuals, family groups, and their businesses. He works closely with clients to articulate their financial goals and develop personalized strategies that align with their long-term objectives. John’s approach includes guiding clients through important financial and life decisions, with expertise in areas such as retirement income planning, portfolio management, tax minimization, philanthropic planning, small business strategies, and college education planning. John’s professional experience encompasses asset allocation, outside manager selection, structuring fixed income portfolios, managing customized equity portfolios, and evaluating alternative investment strategies. He also coordinates lending and trust services to help simplify clients’ financial lives. His credentials include the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. John holds a Master’s Degree from Southern Methodist University and a Bachelor’s Degree from the University of North Carolina. Outside of his professional work, John is engaged in community service following the Merrill tradition of local participation. His personal interests include biking, golfing, music, and reading. John connects with clients who are retired or nearing retirement, business owners, or individuals undergoing divorce, offering tailored financial advice and strategies to meet their specific needs.

Thomas Decker Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has worked at LPL Financial since 2010, with prior roles at Cetera Investment Services and other financial institutions. In addition to his advisory work, he is involved with Drengr Axe Throwing in Bedford, TX. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and operational resources.

Sarah Young is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fsc Securities Corporation and Merrill Financial Group prior to joining OSAIC. Outside of advising, she serves as secretary for a nonprofit focused on low-income housing for the elderly. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Althea Washington is a financial advisor at Edward Jones in Cedar Hill, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Frost Bank for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonah Aldridge is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with corporate executive services, education planning, executive compensation, family wealth management strategies, endowment services, legacy and philanthropic planning, personal retirement planning, special needs strategies, and tax minimization. His expertise spans industries including healthcare, construction, and oil and gas. Living with type 1 diabetes (T1D) himself, Aldridge brings a unique perspective to his work, particularly in supporting individuals and families affected by T1D. He focuses on creating wealth plans that account for the long-term costs associated with diabetes management, such as medical expenses, insurance, investments, and estate planning. His professional path is driven by personal experience and a commitment to helping clients navigate critical financial decisions. Aldridge holds a Bachelor's Degree from the University of Alabama and is a Personal Investment Advisor (PIA). He participates in community organizations including JDRF International and Wayside Christian Mission. In his personal time, he engages in activities such as basketball, camping, chess, golf, hiking, pickleball, rock climbing, skiing, soccer, and traveling.

Shawn Cantrell is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Merrill for eight years before joining UBS in 2008. Cantrell serves on the boards of National Food & Beverage and Dallas National Golf Course. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

John Harsch is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and employs a range of strategies, including ESG considerations, while maintaining a distinct regulatory structure that includes futures and security-based swap dealer registrations.

Gary Hughes is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Banc of America Investment Services, Inc. from 2002 to 2008. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and substantial assets under management.

Emily Moseley is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to her current role, she has experience with Block Real Estate Services LLC and Howard Properties, and attended the University of Georgia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework for its recommendations.

Jonah Walder is an advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Texas Roadhouse, Chipotle, and Legacy Preparatory Charter Academy. 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 investment strategies for a range of individual and institutional clients.

Nathan Schmid is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with less than one year of industry experience. His prior work history includes roles at Northwestern Mutual, Alamo Drafthouse, and H-E-B, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Helen Molloy is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and is also associated with JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she is the owner of Break Point LLC, which leases property. 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. Their advisory process incorporates systematic quantitative and qualitative research, and includes broader derivatives and commodities capabilities through affiliated entities.

Christopher Campbell is a financial advisor with Ameriprise in Dallas, Texas, holding a Series 66 designation and four years of industry experience. He has worked previously in various roles including at Texas Tech University and Walz & Associates. Outside of his advisory work, he is involved with Geaux Sooners LLC, operating under the DBA Luminate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning, employing a research-driven approach and collaboration between centralized service teams and financial advisors.

Matthew Sheldahl is a financial advisor at RBC Capital Markets in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a trustee for the Optima Giving Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Luke Goolsby is a financial advisor with LPL Financial in Dallas, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining LPL, his work history includes roles at Texas A&M University, PepsiCo, and The Goolsby Law Firm. Outside of his advisory role, he has involvement with Children's Courtyard. 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 variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Firkus is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 18 years of industry experience. His prior work includes roles at Allstate Insurance Company, ProEquities Inc, and Protective Life. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Cindy Lewis is a financial advisor with RBC Capital Markets based in Dallas, TX. She holds Series 63 and Series 66 designations and has 32 years of industry experience. Her career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs and portfolio management services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.