Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is a member of the Federal Express Retiree Club, a nonprofit social organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and uses model portfolios and research from multiple sources.

Edward Arnold is a CFP® with six years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Dallas, TX. His prior roles include positions at BOK Financial Private Wealth and JPMorgan Chase Bank, N.A. He serves as a board member of the Ibex Club, a nonprofit organization supporting youth development in the Vickery Meadow area. 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 an ESG eligibility framework in its advisory process.

Zachary Padberg is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Applewhite And Buys Financial Advisors and JPMorgan Chase Bank, N.A. Before entering financial services, he held positions at College Hunks Moving Company and Waterway Carwash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured process that incorporates quantitative modeling and ESG considerations.

Alden Abshire is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, NA, as well as having had a brief entrepreneurial role with Magnolia/Morgan Solutions, LLC, operating Heart of Texas Hot Dog House. J.P. Morgan Securities LLC 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.

Caressa Patel is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Frost Brokerage Services, Inc. and Equitable Advisors, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and models to assist clients in developing plans.

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 worked previously at Securities America Advisors and Securities America Inc from 2016 to 2024. Outside of his advisory role, he is a General Lines Agent with Navigation Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Dominique Henderson Sr. is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2025 and also operates DJ Henderson Consulting LLC and DJH Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Emily Le Blanc 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 JPMorgan Chase Bank, N.A., Toyota Motors North America, and involvement with the Kimbell Art Museum. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Ching Eiler is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alan Phillips is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America and Prudential Insurance Company of America. 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 individuals, high-net-worth clients, and institutional investors.

Travis Owens is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Carrington Washburn is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Goldman Sachs and Ringle, as well as internships and positions at Dartmouth College and Postmates. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.