Joel Cochran is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and having four years of industry experience. He previously worked at Soci, LP for six years prior to joining Equitable Advisers, LLC in 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Derek Alfinito is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of advisory roles, Derek has experience in the restaurant and lounge sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven approaches.

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® professional with 27 years of experience at Equitable Advisors, where he has worked since 1999. Prior to the rebranding of AXA Advisors, LLC, he served at that firm as well, spanning over two decades. Outside of his advisory role, Cott is a majority partner in BEYOND STOWE, LLC, and acts as a trustee for a family member trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Gerald Blakely is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that manages a rental property in an RV resort in Orange Beach, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net worth levels. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Ismael Morales is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, Nike, Northwestern Mutual Investment Management, and teaching positions at Texas A&M University and The University of Texas at Tyler. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Monserrat Morgan is a Financial Advisor with the Crockett & Associates team in Dallas, affiliated with Merrill Lynch Wealth Management. She began her financial services career in 2023 with Merrill and focuses on helping individuals and families navigate significant life transitions, including career changes, family planning, marriage, and divorce. Many of her clients are business owners, entrepreneurs, senior leaders, and those experiencing personal or professional change. She provides personalized guidance aimed at helping clients make informed financial decisions aligned with their values and goals. Morgan earned a Bachelor of Business Administration in Finance from the University of Georgia Terry College of Business and holds a Certificate in Legal Studies. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, as well as the Personal Investment Advisor (PIA) designation. Her expertise includes legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of her professional work, Morgan enjoys marathon running, fitness activities such as golf and pickleball, and traveling. She is involved with the Delta Delta Delta Alumnae Chapter and serves on the board of the Tri Delta Alumnae Association of Dallas. Additionally, she is a partner with Social Venture Partners Dallas, reflecting her commitment to community involvement and service.

Peter Vitali is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work includes positions at HD Vest Investment Services and Morgan Stanley Private Bank. 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.