Taylor Shea is a financial advisor at OSAIC with 12 years of industry experience, including nine years at FSC Securities Corporation prior to joining OSAIC in 2023. He holds a Series 66 designation. Outside of his advisory role, Shea owns Fore Culture, a retail sales business structured as an LLC. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers a range of brokerage and advisory services, using model-based asset allocation, portfolio optimization tools, and discretionary as well as third-party-managed investment strategies.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brianna Field is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Crayon and McAfee. Outside of financial advising, she is a partner in a beauty retail business where she promotes and posts social media for affiliate products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Richard Childs is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2009 and previously at UBS Financial Services from 2006 to 2009. He is also the owner of Synergy Wealth Advisors, LLC, a support company based in Dallas, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Corina Nash is a financial advisor with Ameriprise in Garland, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at American National Bank of Texas, LPL Financial, and Strategic Wealth Management. Outside of advising, she serves as President of the Prosper Foundation for Professional Development, a nonprofit organization, and has authored religious publications. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions.

Wesley Tolleson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles at Southern Methodist University, Texas A&M University, and Texas Bank and Trust. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement with substantial investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gavin Chaisson is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, previously working at Denovo Advisory Group for three years and in the automotive sector at Nottingham Chrysler Dodge Jeep Ram of Sulphur Springs for two years. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered solutions and third-party advisory programs.

Andres Najera is a Planning Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments, gaining experience in various aspects of financial advising and client service starting in 2022. In his current position, Andres focuses on understanding his clients' financial situations by building relationships and identifying their needs. He collaborates with clients to develop strategies aimed at achieving their financial goals. Outside of his professional work, Andres has personal interests in camping, music, running, and soccer.

R Teal is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, R Teal has focused on serving the ultra-high-net-worth client segment, specializing in concentrated stock strategies and providing access to family office services. Their expertise encompasses the evaluation of equity, fixed-income, and alternative investment strategies. As a certified Portfolio Manager within Merrill’s Investment Advisory Program, R Teal manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions, often on a discretionary basis. Prior to joining Merrill Lynch, R Teal worked at The Boston Group, an investment banking firm in Los Angeles, California. R Teal holds a Bachelor's degree in Business Management from Texas Tech University and maintains Professional Investment Advisor (PIA) designation credentials. Outside of work, R Teal is a member of Dallas National and Lakewood Country Clubs and enjoys golfing, music, and spending time with family.

J Raul Morales is a financial advisor with Edward Jones in Allen, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and has experience working as a sales associate in a sporting goods retail setting. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

David Vicha is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party asset managers and advisory programs and provides ERISA fiduciary services through credentialed representatives.

Khanthamaly Phanthavong is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2014, Phanthavong worked at Fidelity from 2010 to 2012. 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 within a non-discretionary advisory program.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, combining extensive resources with a large network of investment adviser representatives.

Travis Haukedahl is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Western International Securities, J.P. Morgan Securities, and Chase Investment Services. 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 programs.

Scarlet Landry is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies tailored to clients' individual financial goals. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scarlet holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Plainview High School. Committed to community engagement, Scarlet regularly volunteers with local organizations, reflecting the Merrill tradition of community participation.

David Hackett is a financial advisor at Morgan Stanley in Dallas, Texas, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Hackett serves as a board member of Veritas Academy, an educational organization in Wylie, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Patrick Mcculler is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory role, he is involved in several business ventures including ownership and investment interests in oil and gas LLCs, as well as automotive customization and exotic car ownership. He has also served on the board of a drug and alcohol treatment center for women. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

John Macatangay is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at Riverlee, LLC. 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 and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities.

Richard Mills serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and has been active in financial services since 1984, bringing decades of experience to his role. His work centers on developing personalized wealth management strategies tailored to his clients' educational, retirement, and estate planning objectives. He holds a bachelor's degree from Southeastern Louisiana University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. These credentials support his commitment to addressing the complexities of wealth management and helping clients plan for secure financial futures. Richard relocated to Dallas, Texas, after Hurricane Katrina in 2005. He is a father of two and maintains interests outside his professional life, including martial arts, where he holds a black belt in Shotokan karate, as well as hunting, fishing, and sailing.

Sarah Mc Grane is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Merrill from 2017 to 2021, Sur La Table from 2016 to 2017, and Raymond James & Associates from 2013 to 2017. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.