Neil Grant is a CFP® professional at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird since 2011, totaling 15 years at the firm. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, in client advisory.

Ryan Frank is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Toyota of Rockwall and Allstate Insurance Co, and he is the managing member of The Ryan Frank Group LLC. 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 and offers a range of investment strategies and advisory services through a large national network of advisors and branch offices.

Chris Gallagher is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and seven years of industry experience. His prior career includes 24 years at Larry North Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and mutual funds.

Brenner Holliman is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Brenner held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, and various levels of Investment Solutions Representative and High Net Worth Associate roles from 2021 to 2024. Brenner began their financial career as a Financial Professional at Equitable Advisors in 2020 before joining Fidelity Investments. Brenner's professional experience encompasses a range of responsibilities in financial consulting, investment solutions, and client relationship management. Their work focuses on personalized planning and guidance tailored to clients' financial objectives, starting with identifying key priorities and conducting comprehensive reviews of clients' financial situations.

William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Julian Puhringer is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Julian completed an Accredited Certificate Program from New York University.

Diana Morrison is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Clark is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as Cetera, BOK Financial Securities, and Stephens. 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 offers a range of financial planning and asset management solutions, utilizing advisor-supported tools and multiple investment strategies across its extensive network of over 22,800 advisors.

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. 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 municipal entities, offering financial planning and consulting with non-discretionary implementation decisions.

Acacia Mendoza Diego is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Machol and Johannes LLC. Outside of financial advising, she operates a baked goods business, Acacia Pops, and has engaged in dog sitting and walking services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment offerings.

Melvin Mc Neal Jr. is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Stephanie Spyres is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she worked at USAA in various financial planning and investment management capacities from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to registered investment companies.

Carla Harroz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63, 65, and 66 credentials and has worked previously at Goldman Sachs International in the Investment Banking Division. Outside of her advisory roles, she has been involved with entrepreneurial ventures such as 2045 Studio and Celaya Capital LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Gavin Walker is a financial advisor at Ameriprise in Richardson, TX, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2021 following his time at Texas Tech University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, supported by proprietary research and third-party data.

Adam Elghandour is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2017, following prior roles at TD Ameritrade Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Raylie Eshelman is a financial advisor with Equitable Advisors in Richardson, TX. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Equitable Advisors, Raylie worked at Axa Advisors and has experience at the University of Texas at Dallas and with Charlie Eshelman. He also operates a business known as Eshelman & Associates. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services through credentialed representatives.

Tara Walters is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. She is an officer of Esto Dux GP, LLC, a for-profit investment-related entity based in Dallas. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Terry Doyle is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Doyle manages several business entities related to his practice and land holdings, including farming operations in Texas. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing tailored, research-driven recommendations on income, Social Security, and tax strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joseph Radovic is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Hornor, Townsend & Kent, Inc. Radovic volunteers with The Storehouse of Collin County, providing investment advice to the nonprofit’s board. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a broad range of investment products, managing accounts on either a discretionary or non-discretionary basis.

Alexander Marsh is a financial advisor at Thrivent Investment Management in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan.