Terry Morris is a financial advisor with Dakota Wealth, LLC and holds six years of industry experience. Prior to joining Dakota Wealth, he worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. He is temporarily and transitionally dually registered with Dakota Wealth and Lindenwold Advisors, Inc. Dakota Wealth, LLC serves a diverse client base, including individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm’s investment approach combines fundamental, technical, and quantitative analysis to build diversified, customized portfolios and is involved directly in pooled and private fund structures and investment companies.

Leon Pace is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Dakota Wealth in 2025, he worked at Lindenwold Advisors, Inc., Truist Financial Corporation, and Branch Banking and Trust Company. Outside of his advisory role, Mr. Pace serves as a general partner and vice president of a family business, One Happy Pillow, LP. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment approach using a combination of fundamental, technical, and quantitative analysis, and is actively involved in managing pooled investment vehicles and serving as a sub-advisor to a registered ETF.