Steve Hayward is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2016. Based in Dallas, TX, he serves institutional clients through J.P. Morgan’s consulting services. J.P. Morgan Securities provides institutional consulting 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 combines quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment management entities.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Lauren Clay is a Series 66-licensed financial advisor with 18 years of industry experience. She joined Edward Jones in 2026 after spending a combined 18 years at Merrill and one year at Citigroup Global Markets. Lauren is based in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Alexis Lyons is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Alexis worked at Nilsine Partners and has held various roles including positions at Texas Christian University and in community sports and education organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Jeffers is a financial advisor at Cambridge Investment Research Advisors with over 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cambridge in 2014, he spent 19 years at Equitable Advisors. Outside of his advisory role, Jeffers is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies, supporting both discretionary and non-discretionary management for its clients.

Seth Osborne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023, with prior experience at Midfirst Bank and various other roles outside the financial industry. 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 combines quantitative and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Rosalie Seiler is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation. She has six years of experience in the financial services industry, having previously worked at UBS Financial Services and the Preferred Hotel Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to support client planning needs.

Peter Aldendifer is a Series 66-credentialed financial advisor with Morgan Stanley in Dallas, TX, and has 12 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Vivian Armour is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining RBC in 2022, she worked at Goldman Sachs and founded an online retail business, Verlaine Fox, where she manages design, supplier coordination, operations, and marketing. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations, offering customized advisory programs that combine in-house and third-party investment management with options for tax management and responsible investing.

Sarah Green is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2018, following a prior role at TD Ameritrade from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans directly to individuals and through Corporate Financial Planning agreements.

Caroline Inkman is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with one year of industry experience. Prior to joining Morgan Stanley, she worked at Tricia Ryan Studio for three years and was self-employed for seven years. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

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 at J.P. Morgan Securities based in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., American Express, and Acuity Partners, as well as academic experience at Southern Methodist University. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, providing non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

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.

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

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 designation and one year of industry experience. Her prior work includes roles at Sanford Smith Associates, Third Eye, and The Cultivist. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking market assumptions and includes broader derivatives and commodities capabilities.

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.

Richard Wang is a financial advisor with LPL Enterprise in Irving, TX. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm typically employs a model-driven investment approach and offers financial planning, third-party asset management access, and participation in wrap programs.