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 designations and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2013. Ranallo serves on the Investment Committee for the Adam C. Sinn '00 Center for Investment Management at Mays Business School, a nonprofit dedicated to investment education and managing a student fund. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and systematic research.

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.

Earl Davidson is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2013. Outside of his advisory role, Davidson owns Legacy Advisors, an insurance marketing business, serves as an insurance agent selling various fixed insurance products, advises law firms on government benefits for the elderly, and is a board member of the Elder Care Academy. He also serves as president of the board of Kinwest Medical Clinic, which provides free medical services to the uninsured and impoverished. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to a range of investment strategies and program structures.

David Suderman is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services for a decade. Outside of financial advising, he is the sole owner of Sugar Fluff Co, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment solutions, utilizing a network of investment adviser representatives supported by proprietary research and technology tools.

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.

Arun Kulkarni is a financial advisor at LPL Financial with 32 years of industry experience. He has held his current position since 2008 and previously worked at Equitable Advisors for 10 years. Kulkarni is a member of the Federal Express Retiree Club, a non-profit social organization. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using a combination of model portfolios, third-party subadvisors, and customized strategies.

Edward Arnold is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2023. Prior to this, he held roles at BOK Financial and its affiliates. Arnold serves as a board member of the Ibex Club, a nonprofit supporting the Vickery Meadow Youth Development Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Zachary Padberg is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Applewhite And Buys Financial Advisors, and employment with College Hunks Moving Company. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their process combines quantitative and qualitative research, integrating an ESG eligibility framework, and leverages broader derivatives and commodities capabilities through affiliated entities.

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 Series 66 credentials and experience across several major financial firms including Goldman Sachs and Fortress Investment Group. She has worked in the industry since 2013, most recently joining J.P. Morgan Securities in 2026. 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. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and offering broader derivatives and commodities capabilities.

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.

Jacob Scott is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation. He has been with Wells Fargo Clearing since 2025, with prior experience that includes roles at Miramar Holdings and The Meat Shop, as well as academic work at The University of Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory principles.

Paul Klement is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Outside of his advisory role, he is a General Lines Agent at Navigation Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Dominique Henderson Sr. is a CFP® professional with 17 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include leadership positions at DJ Henderson Consulting LLC and DJH Capital Management, as well as experience at McGowan Group Asset Management, Wells Fargo Advisors, and Sunset Financial Services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension, and charitable organizations. The firm offers multiple platform options and proprietary investment strategies through a large network of financial professionals.

Emily Le Blanc is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Southern Methodist University, and Toyota Motors North America. 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. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.