Barry Pechenik is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves on the Investment Committee for the Texas Exes Alumni Association, a charitable organization based in Austin. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a range of investment products and institutional solutions.

Isabella Gough is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her career includes roles at Merrill Lynch, Bottomline, TreasuryXpress, and KMB Collection, as well as a period at The University of Mississippi. Merrill, along with its affiliate Managed Account Advisors LLC, provides 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 by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Armando Flores is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A. since 2022 and a brief employment at Whataburger in 2016. Outside of his advisory role, he participates in Amazon Flex, delivering packages. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Taylor Lambert is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Lambert is involved in property management as the sole owner of a real estate business in San Jose, California. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Timothy Dierkes is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2011. His business activities include the sale of non-variable insurance products such as fixed annuities through multiple providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Cody Slawson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through program sponsors and endorsed turnkey asset management platforms.

Morgan Fleming is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning arrangements.

Sadie Scott is a financial advisor at Raymond James Financial in Dallas, TX, holding a Series 66 designation. She has recently transitioned from roles in education, including four years at Dallas Baptist University and seven years at Sulphur Springs schools, to her current position at Raymond James since 2025. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools, supporting clients through its advisory programs and a broad network of affiliated advisors.

Angela Arrington is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She previously worked at Ameriprise and Bay Mountain Capital LLC. Outside of advising, she manages a residential rental property. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-driven planning.

James West is a financial advisor with Edelman Financial Engines in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes long tenure at Charles Schwab from 2000 to 2022, followed by roles at Fisher Investments and Fisher Retirement Solutions before joining Edelman Financial Engines in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Preston Taylor is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2026, following prior roles in academic and sports management environments, including multiple positions at Texas Christian University and a stint with Steelhead Capital Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Jon Gekiere is a financial advisor at OSAIC with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Equitable Advisors and Navigation Financial, as well as experience outside finance including construction and education. He also participates in competitive bass fishing tournaments as a sole proprietor. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs asset-allocation tools and manages portfolios using various investment vehicles, supporting both discretionary and non-discretionary accounts.

Christian Flory Jr. is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise and its affiliate since 2017. Outside of his advisory role, he owns CEF Strategic Consulting LLC, a consulting business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, delivering tailored financial planning and consulting services through a broad range of portfolio management styles and affiliated research.

Javier Rodriguez Canales is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, and various other firms, as well as teaching positions at South Texas College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mckay is a CFP® professional with 25 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Securities America Advisors and Securities America Inc. from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Kerry Torres is a financial advisor at Morgan Stanley with 17 years at the firm and holds a Series 66 designation. Based in Dallas, TX, Torres has two years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decisions.

Sergio Saldivar is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 designation with 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He has been with Morgan Stanley and its Private Bank since 2019. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and market simulations.

Allen Dogger is a CFP®-certified financial advisor with UBS Financial Services in Dallas, TX, bringing 52 years of industry experience. He has been with UBS since 1974. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm’s services include fee-based financial planning, portfolio management, and capital markets activities, supported by institutional trading capabilities alongside wealth management.

James Allen is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 66 licenses and with 16 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He is the owner of Lonestar Financial Network LLC, a former financial services entity for which he currently holds the name without active duties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.