Daniel Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services, Inc., Personal Capital, Echo Global Logistics, and Zones, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, rebalancing, and a long-term orientation.

John Harsch is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including personalized financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Mahta Akbary is a financial advisor with Wells Fargo Clearing in Plano, TX, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gary Hughes is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Banc of America Investment Services, Inc. from 2002 to 2008. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and substantial assets under management.

Emily Moseley is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank and prior positions in real estate services. 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 investment approach.

Justin Guerra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has worked at JPMorgan Chase Bank during part of that time. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryan Adams is a CFP® with 10 years of industry experience and currently serves as a financial advisor at OSAIC in Mesquite, TX. He previously worked at Signator Investors, Inc. for two years and has been involved in insurance support and administration through his sole proprietorship, Financial & Insurance Services of Texas. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth individuals and various organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

Helen Molloy is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008. Molloy is also the owner of Break Point LLC, a property leasing business. 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 select group of Wealth Advisors.

Christopher Campbell is a financial advisor with Ameriprise in Dallas, Texas, holding a Series 66 designation and four years of industry experience. He has worked previously in various roles including at Texas Tech University and Walz & Associates. Outside of his advisory work, he is involved with Geaux Sooners LLC, operating under the DBA Luminate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning, employing a research-driven approach and collaboration between centralized service teams and financial advisors.

Danielle Cofield is a Branch Leader at Fidelity Investments, a position she has held since 2026. In her role, she focuses on developing talent and building a culture of accountability and continuous growth by setting clear expectations and providing direct coaching. Prior to her current role, Danielle held several leadership positions within Fidelity Investments, including Team Leader roles in Workplace Planning and Advice from 2023 to 2026, Client Services from 2020 to 2022, and Onboarding Leader in Client Services from 2022 to 2023. Through these roles, she has supported associates in expanding their capabilities and emphasized consistent achievement to create lasting value for clients. Outside of her professional work, Danielle's personal interests include cooking and baking, fitness, reading, singing, and playing tennis.

Catherine Sando is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member of The Sando Foundation, a Dallas-based nonprofit focused on children, youth, community, and health and welfare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Matthew Sheldahl is a financial advisor at RBC Capital Markets in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a trustee for the Optima Giving Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Barbara Sullins is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors and Integrity Alliance, LLC. She is also a commissioned notary for the state of Texas. 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 services including financial planning and access to third-party asset management, with advisors implementing various strategies supported by technology and research tools.

Luke Goolsby is a financial advisor with LPL Financial in Dallas, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining LPL, his work history includes roles at Texas A&M University, PepsiCo, and The Goolsby Law Firm. Outside of his advisory role, he has involvement with Children's Courtyard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kevin Firkus is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 18 years of industry experience. His prior work includes roles at Allstate Insurance Company, ProEquities Inc, and Protective Life. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Larry Ray is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Cindy Lewis is a financial advisor with RBC Capital Markets based in Dallas, TX. She holds Series 63 and Series 66 designations and has 32 years of industry experience. Her career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs and portfolio management services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Joan Mason is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Deutsche Bank Securities. She is also involved with Mason Aerospace Consultants LLC, a consulting firm where she serves in an advisory board capacity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by comprehensive planning tools and resources.

Ryan Valenzuela is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining LPL Financial and establishing Valenzuela Wealth Management. 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 investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Kenneth Robinowitz is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-executor for his father-in-law’s estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute and third-party sources with diversification and modern portfolio theory to inform its investment approach.