Christian Cadena is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at major firms including Bank of America, Merrill, and TD Ameritrade. Cadena is based in Dallas, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Samantha Flood is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and seven years of industry experience. She previously worked at Vantiv for five years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct engagements and corporate financial planning agreements.

Viken Banjarjian is a Financial Consultant currently serving at Fidelity Investments since 2021. He has experience in financial advising, having worked as a Financial Advisor at US Bank Private Wealth Management from 2020 to 2021. Prior to that, he held positions as a Branch Manager from 2019 to 2020 and as a Licensed Banker from 2016 to 2019 at US Bank. His professional approach focuses on aligning client ambitions, retirement outlooks, investment objectives, and financial risk tolerance through strategic planning. Viken aims to help families and individuals achieve financial freedom by utilizing an array of products and services tailored to meet their financial objectives and risk appetite. He holds a California Insurance License. Outside of his professional duties, Viken has interests that include art, baseball, biking, golf, lake activities, and soccer.

Darrell Hyde is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools for outcome projections.

Tedi Infante is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 credential and eight years of industry experience. She has been with Morgan Stanley since 2017, following a tenure at Trunk Club. Outside of advisory work, she is involved in corporate event planning through Meritage Events as a hostess and guest greeter. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

Christine Pagliaro is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Hilltop Securities and operating as a self-employed advisor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Gregory Cooper is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, Inc. and Wells Fargo Advisors Financial Network LLC. He is based in Dallas, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and tailored to plan objectives, acting as an ERISA fiduciary when providing investment advice.

Michael Hohenberger is a CFP® professional with over 31 years of experience in financial services. He is currently with Wells Fargo Advisors in Dallas, TX, having joined the firm in 2022 after nine years at JPMorgan Securities LLC. Outside of his advisory work, he manages a real estate business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing research and planning tools to provide tailored recommendations across a broad range of planning areas.

John Thompson Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and external investment managers.

Molly Edwards is a Certified Financial Planner (CFP®) with 12 years of experience at J.P. Morgan Securities in Dallas, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Robert La Grace is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Ameriprise in 2021, he worked at J.P. Morgan Securities for nine years. Outside of finance, he co-owns a franchise in the national sub sandwich industry with his spouse. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver its services, emphasizing the use of Ameriprise-managed accounts and incorporating algorithmic automation in its advisory process.

Anna Buckhalter is a Series 66-licensed financial advisor with Raymond James & Associates in Dallas, TX, where she has worked since 2018. She has 20 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she owns B Kind Design Co, a business focused on selling craft items and potentially hosting craft classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Elise Bell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to this, she was employed at Eastern General Realty and attended the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

James Haggin II is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Richmond National, Ticketmaster, and Dakota. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment process.

Robert Kirwan is a Financial Consultant with over 10 years of experience in the financial services industry. He currently partners with clients to develop, implement, and maintain financial plans tailored to their individual definitions of success. Robert emphasizes the importance of forming strong relationships and educating clients throughout the financial planning process. His professional experience includes various roles at Fidelity Investments, such as Portfolio Specialist from 2021 to 2024, Client Management Representative from 2019 to 2021, Fixed Income Specialist from 2016 to 2019, Retirement Solutions Representative from 2015 to 2016, Investment Solutions Representative from 2014 to 2015, and Financial Services Representative in 2014. Prior to his tenure at Fidelity Investments, Robert served as a Financial Advisor at Thrivent Financial from 2013 to 2014. Robert holds an Arkansas Insurance License. Further details about his education or personal interests have not been provided.

Mark Bowlby is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has work history with Concord Wealth Strategies and MB&MB Consulting Group LLC, where he provides retirement planning, investment planning, and estate/wealth transfer services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes fact-finding and risk profiling tools to tailor recommendations and supports its clients through advisory programs and institutional consulting.

Randolph Balch is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His career includes positions at Royal Alliance Associates and Signator Investors, along with longstanding ownership of Financial & Insurance Services of Texas, LLC, where he provides financial planning and insurance services. Outside of his advisory work, he operates a hay farming business and maintains rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.

Tyler Gulbas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and MDB Capital Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Paul Cox is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns rental properties in Florida. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools, offering a broad range of retail and institutional investment services.

Dennis Holzwarth is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Cetera and previously spent 13 years at Avanatx Investment Services, Inc. In addition to his advisory work, he owns and operates Team One Personnel Services, Inc., which provides payroll and staffing services to local businesses, and Wealth Building Inc., an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.