Dustin Moheit is a CFA® charterholder with seven years of experience in the financial industry, currently serving at Morgan Stanley in Dallas, TX. His work history includes positions at Williams Capital Management and Cheldan Capital Management, L.L.C. Outside of advisory roles, he has been involved with Cheldan Homes L.P., indicating experience beyond traditional investment management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Shelley Aguirre is a Series 66-licensed financial advisor with Ameriprise in Aledo, TX, bringing 22 years of industry experience. Her prior roles include positions at Voya Financial Partners, The Newport Group, and Academic Partnerships. She also manages an advisory business through Geaux Sooners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by specialized committees to support its advisory process.

Christopher Rivera 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 in 2025, he worked at Spectrum Financial Group and Randolph Federal Credit Union, among other positions. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Stevens III is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over 30 years at Primerica Financial Services before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Marc Simoni is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Ronald Pillar is a financial advisor with UBS Financial Services based in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. His prior roles include positions at M&A Securities Group, US Arma Partners, LP, and founding Pillar Capital Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining proprietary research and model-based asset allocations to deliver customized financial planning and portfolio management.

Mark Goode IV is a Series 66-licensed financial advisor with Edward Jones in Dallas, TX, bringing six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Stanley Korshak and JCPenney. He serves as Alumni Board President for The Episcopal School of Dallas, organizing alumni activities and overseeing faculty awards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory and investment solutions through a large national network of financial advisors.

Angel Markel is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at Merrill from 2019 to 2022, Charles Schwab & Co., Inc. from 2017 to 2018, and Capital One Investing from 2016 to 2017. 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 and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Matthew Gibson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Goldman Sachs and UBS Financial Services. He attended Oklahoma State University and Bishop Kelley High School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a range of proprietary research, trading activities, and affiliated banking programs.

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.

Evan Sikorski is a Financial Consultant at Fidelity Investments. In this role, he focuses on guiding clients through the financial planning process while building relationships centered on their financial values, priorities, and goals. He believes that understanding each individual's financial emotions is essential in creating effective financial plans. Evan has been with Fidelity Investments since 2020, progressing through several positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before his current role. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management. Outside of his professional work, Evan has interests in cars, fishing, gardening, hiking, playing instruments, and volunteering.

Chad Forsberg is a financial advisor at Fidelity with the ChFC® designation and a Series 66 license. He has over a decade of industry experience, including 12 years at Truist Financial Corporation before joining Fidelity in 2026. Forsberg is based in Dallas, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ngan Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tran held roles at Bank of America, Hanmi Bank, and Hallmark Aviation. Outside of financial services, Tran owns an independent contracting business involved in online retail of consumable products. 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.

Thomas Whittington is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in real estate and home loans. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure.

Shannon Morphew is a financial advisor with Raymond James Financial and Bordelon Capital Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Raymond James and its affiliates since 2013. Morphew is a committee member of the National Charity League of Richardson, where she participates in the annual audit of the chapter's financial records. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Allison Davis is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2016, currently serving at Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include coordinated planning efforts and access to various investment products.

Gentian Fairman is a Series 66 licensed advisor with J.P. Morgan Securities in Dallas, TX, with two years of industry experience. Their prior work includes roles at JPMorgan Chase Bank and a consulting firm, Fairman Consulting. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Patrick Lodewick is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill for 12 years prior to joining LPL Financial in 2009. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Jones is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously with Edward Jones from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alexander Durham is a Series 66 licensed financial advisor with LPL Financial in Dallas, TX, and has two years of industry experience. He attended Texas Christian University and Southern Methodist University prior to his current role. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad financial services structure.