Hayden Galatas is a Series 66-licensed financial advisor with nine years of industry experience. He is currently employed by J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was with Wells Fargo Clearing from 2017 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Joseph Oreskovich is a financial advisor with Edward Jones in Rowlett, TX. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his current role, he has worked in various positions including roles at First Baptist Church Rowlett and Prestonwood Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Vincent Brown is a financial advisor with Primerica Advisors based in Dallas, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes long-term roles at Pfs Investments Inc and Primerica Financial Services starting in 2002, with brief employment gaps and a period at Judson I.S.D. from 2019 to 2021. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, relying mainly on model-delivery strategies created by third-party asset managers. The firm supports its approximately 3,977 advisors with custody and execution services, offering a range of portfolio models including those with exposure to cryptocurrency ETFs.

Joel Cochran is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Soci, LP for six years before joining Equitable Advisors, where he has been since 2021. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm uses a network of Investment Adviser Representatives and offers both proprietary and third-party asset-management solutions tailored to client needs.

Derek Alfinito is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. He also has experience in the hospitality industry with Adelphia Restaurant and Lounge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Michael Armour is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining J.P. Morgan, he was affiliated with Southern Methodist University and has involvement in two rental property ventures, Tight Lines and Sunshine LLC and Stand By Me LLC, where he participates in property renovations and 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 recommendations.

Suzanne Zenkner is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Bank of America and Merrill since 2018 and was previously with David Weekley Homes from 2016 to 2018. 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 clients including individuals, high-net-worth investors, pension plans, and corporations.

Michael Bryant is a Series 66-licensed advisor with Edward Jones, based in Mesquite, TX. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justine Hwaynate is a financial advisor at Morgan Stanley in Dallas, TX, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and the University of California, Davis. Outside of her advisory role, she engages in educational and technology-related contract work, including scoring student exams and participating in global scientific studies. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and the use of firm-approved modeling tools but does not offer individual security recommendations as part of standalone planning services.

Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.

Kelsey Hensen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at RBC Wealth Management, Kingland Systems, and involvement with Ankeny Golf and Country Clubs. She was also a full-time student at Iowa State University until 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment resources.

Jonathan Cott is a CFP®-credentialed financial advisor with 27 years of experience, currently with Equitable Advisors in Dallas, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee for a family member trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Jay Angotti is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is currently with LPL Financial and has held prior roles at KPC Financial Solutions, Hilltop Securities, Northern Lights Distributors, Swan Global Investments, and Guardian Life. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by extensive operational and research tools.

John Thomas is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Staples Inc. for 12 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gregory Hill is a Financial Advisor at Merrill Lynch Wealth Management. He brings a background as an Air Force veteran and experience growing up in a military family to his approach in working with clients. Gregory focuses on developing personalized financial plans that align with his clients' long-term goals. He specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Gregory holds a Bachelor of Business Administration in Economics from the University of North Texas and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Gregory is involved with Milestone Church and enjoys fishing, hiking, and soccer.

Jacob Frisbie is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Bank of America and Fidelity Investments. Outside of his financial career, he has experience in the food service industry, including roles at Meat U Anywhere BBQ and Hardeight BBQ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Maria Mc Mahon is a financial advisor with Charles Schwab in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Charles Schwab since 2013 and has served at Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she manages a rental property management company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive operational platform that includes custody, brokerage, and cash-sweep services.

Michael Dimmel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both 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 financial planning primarily in an advisory capacity.

Brian Smoot is a financial advisor with Cetera who holds a Series 66 credential and has 26 years of industry experience. His prior work includes long tenures at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves as an insurance agent, a CPA providing tax preparation services, occasionally consults on estate matters as an attorney, and participates as an alternate commissioner on the Planning & Zoning Commission for the City of University Park. He also supports Envision Dallas, a nonprofit focused on services for the blind. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services through multiple program structures and custodial relationships, with access to affiliated and unaffiliated third-party managers.