Deryl Reynolds 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 UBS Financial Services and Northwestern Mutual. Reynolds is also employed by JPMorgan Chase Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Frederik Constantinesco is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Bank of America. Outside of the financial industry, he has worked as a salesman at COMP USA Superstore. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm integrates with Bank of America affiliates and offers multiple investment program strategies focused on manager selection, tax efficiency, and capital-markets access.

Hallye Perkins is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 credential and 17 years of industry experience. She has been with MML Investors Services Inc and Mass Mutual Financial Group since 2008. Outside of her advisory role, she is also licensed as an insurance agent specializing in life and health insurance and serves as president of an LLC used for administrative purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, annual planning relationships using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Mathew Singleton is a CFP® and holds a Series 66 license, currently working with Edward Jones in Sunnyvale, TX. He has six years of industry experience, including a previous role at Twenty-First Century Group and time as a full-time student. Singleton has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of advisors and branches, managing approximately $1.01 trillion in assets under management.

Mark Johnston is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008, along with prior experience at AllianceBernstein L.P. from 2002 to 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive capital markets and affiliated asset management capabilities.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked extensively with Wells Fargo-affiliated firms since 2015, with a brief period of self-employment and unemployment in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and integrates research and analytics into its diversified investment approach.

Matthew Milner is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial planning, investment strategy, and wealth preservation services, emphasizing building genuine relationships by understanding clients’ values and goals. His approach includes offering ongoing clarity, guidance, and support through every stage of a client's financial journey. Matthew's experience includes analytical roles within technology and real estate organizations, which contribute to his disciplined yet personal approach. His expertise covers areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Southern Methodist University Cox School of Business and is a Personal Investment Advisor (PIA). Matthew is also affiliated with the professional organization Alpha Kappa Psi and is involved in community organizations including the Alzheimer's Association, Children's Medical Center of Dallas, and Jewish Family Services.

Wendy Messmann is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, Messmann serves as a board member of The Junior League of Dallas and has participated as a co-chair for its Milestone Luncheon fundraiser. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Matthew Hyde is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Family Powersports and Texas Tech University. Morgan Stanley Wealth Management provides a range of advisory programs 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 delivers services both directly and through corporate agreements.

Shane Rooney is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2024, Rooney worked at Aflac and Shake Smart, and attended Southern Methodist University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Selena Williams is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2017, with prior positions at Oklahoma State Bank and Wells Fargo Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Samuel Hodges is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Hodges’s background also includes a role at Baylor University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kimberly Turner is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2019. She has nine years of industry experience, with prior roles at Tiffany & Co., Prime Capital Investment Advisors, and Cambridge Investment Research. Outside of finance, she has seasonal experience working in customer service and merchandising at Neiman Marcus during the holiday season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Kenneth Mc Kelroy is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Rockwall, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with FPAH Holdings, a rental property business related to Four Paws Animal Hospital in Rowlett, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes roles at JP Morgan Securities, LPL Financial, and USAA Financial Planning Services. Outside of finance, he has operated a photography business specializing in portrait, landscape, and event photography since 2017. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm provides a multi-manager platform that supports both discretionary and non-discretionary strategies across various program structures.

Caroline Horan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Charles Schwab & Co, and Tarrant Management, LLC. Outside of finance, she has experience working in the restaurant industry and small business operations. 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 to inform its recommendations.

Catherine Carter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Bank of America, Texas Capital Bank, and Aberdeen Group. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cherita Joye Stokes is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

James Hendrick is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes four years as a self-employed advisor and over a decade at Milbern Ray & Company LLP, where he is involved in tax preparation and accounting. Outside of financial advising, he owns and operates a cattle ranch business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, employing a range of discretionary and non-discretionary investment strategies supported by proprietary research and technology.

David Feldner is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was the owner of The Feldner Group LLC, a health insurance brokerage, and has over a decade of experience with nonprofit organizations including Kids Across America and Cru/Campus Crusade for Christ. Through his previous business, he assisted approximately 50 Medicare and ACA clients during the 2024 annual enrollment period. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.