David Abernathy is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank in Texas since 2010. He holds a Series 66 designation and is based in Dallas, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a comprehensive range of investment services.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Horne is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. beginning in 2025. Michael’s earlier experience includes a position at Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models as part of its advisory process.

Stephen Pletcher is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and also affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Brandon Koons is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on helping individuals and families build, protect, and grow their wealth through personalized financial planning and investment strategies. He works closely with clients to simplify complex financial decisions and develop clear, long-term plans aligned with their goals and priorities. Brandon's expertise spans family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and advising clients in sports and entertainment. He emphasizes understanding what is important to his clients in order to provide tailored guidance that supports their financial objectives. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Oregon and an MBA from the Purdue University System. Outside of his professional work, Brandon enjoys football, ice hockey, traveling, and watching movies.

John Calandro III is a CFP® with 45 years of experience in the financial services industry. He currently works at Morgan Stanley and has held prior roles at Bank of America, Merrill, Sanders Morris LLC, and his own firm, Calandro Advisory Services, Inc. Outside of his advisory work, he is involved in several firearms and outdoor sports organizations, including serving as a director of a family firearms business and coaching shotgun sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions, combining financial planning with access to extensive investment resources and strategies.

John Neff is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 46 years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at UBS Financial Services for 26 years. He serves as an advisor on the finance and investment committees of several nonprofit organizations, including the Seminary of the Southwest and Helping Hand Home for Children. 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.

William Thompson is a CFA® charterholder and holds Series 65, 66, and 63 licenses. He has 21 years of experience in the financial services industry, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining UBS Financial Services in Dallas, TX. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with model-based asset allocation. The firm offers a broad range of solutions including fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging its institutional trading capabilities alongside wealth management.

Kevin Ward is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes positions at JPMorgan Chase Bank, Bank of America, Morgan Stanley, and Northwestern Mutual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michelle Calabro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, including a role at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Laura Enwere is a financial advisor with Ameriprise in Dallas, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Sheckells is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2019 and at BNY Mellon from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides customizable portfolio solutions based on client risk profiles.

Ky Fiser is a CFP® with 25 years of experience in the financial services industry. He has worked at Ameriprise since 2017, including his current role starting in 2020, and previously worked at WFG Investments from 2012 to 2017. Fiser is also involved in independent insurance brokering and owns FWM Practice, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Triston Mc Donald is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 and has experience with JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his current role, he attended Brown University and has worked at Lockerverse and Finish Line. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anne Orand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Allen is a CFP®-credentialed financial advisor with 43 years of industry experience, currently serving clients through Wells Fargo Advisors in Dallas, TX. He has been affiliated with Wells Fargo Advisors Financial Network LLC and his own firm, The Allen Group, since 2010. James holds full ownership of Adding Alpha, LLC, which operates under The Allen Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings and referral channels.

John Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in advising high net worth individuals, family groups, and their businesses. He works closely with clients to articulate their financial goals and develop personalized strategies that align with their long-term objectives. John’s approach includes guiding clients through important financial and life decisions, with expertise in areas such as retirement income planning, portfolio management, tax minimization, philanthropic planning, small business strategies, and college education planning. John’s professional experience encompasses asset allocation, outside manager selection, structuring fixed income portfolios, managing customized equity portfolios, and evaluating alternative investment strategies. He also coordinates lending and trust services to help simplify clients’ financial lives. His credentials include the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. John holds a Master’s Degree from Southern Methodist University and a Bachelor’s Degree from the University of North Carolina. Outside of his professional work, John is engaged in community service following the Merrill tradition of local participation. His personal interests include biking, golfing, music, and reading. John connects with clients who are retired or nearing retirement, business owners, or individuals undergoing divorce, offering tailored financial advice and strategies to meet their specific needs.

Christopher De Nice is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as brief tenures at Merrill Lynch and a credit union. Prior to his financial career, he has experience in education and sports authority positions. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages multitrillion-dollar client assets and combines broad retail and institutional services with specialized investment and trading activities.

Jonah Aldridge is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with corporate executive services, education planning, executive compensation, family wealth management strategies, endowment services, legacy and philanthropic planning, personal retirement planning, special needs strategies, and tax minimization. His expertise spans industries including healthcare, construction, and oil and gas. Living with type 1 diabetes (T1D) himself, Aldridge brings a unique perspective to his work, particularly in supporting individuals and families affected by T1D. He focuses on creating wealth plans that account for the long-term costs associated with diabetes management, such as medical expenses, insurance, investments, and estate planning. His professional path is driven by personal experience and a commitment to helping clients navigate critical financial decisions. Aldridge holds a Bachelor's Degree from the University of Alabama and is a Personal Investment Advisor (PIA). He participates in community organizations including JDRF International and Wayside Christian Mission. In his personal time, he engages in activities such as basketball, camping, chess, golf, hiking, pickleball, rock climbing, skiing, soccer, and traveling.

Shawn Cantrell is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS since 2008. Cantrell serves on the boards of National Food & Beverage and Dallas National Golf Course, contributing to operational and financial oversight in these roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and custody solutions.