Barry Pechenik is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Prior to that, he was employed at Credit Suisse Securities and UBS Financial Services. Outside of his advisory role, he serves on the Investment Committee of the Texas Exes Alumni Association, a charitable organization based in Austin, TX. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through comprehensive financial and estate planning services.

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.

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.

Darryl Fenton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 advisors.

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.

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.

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.

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.

Jerry Barton is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses. He has been with UBS since 2026 and has a background that includes roles in education and small business ventures prior to joining the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

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.

Makayla Machacek is a CFP®-certified financial advisor with two years of industry experience, currently with Edelman Financial Engines in Dallas, TX. Her prior roles include positions at Evergreen Wealth Advisors and Charles Schwab. Outside of her advisory work, she is the sole proprietor of a real estate business, Dawn Investments LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Joe Di Caro is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1987. He has also worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jerome Villella is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities since 2005 and JPMorgan Chase Bank, N.A. since 2016. Villella serves on the Investment Committee of the Jesuit Foundation, which guides investment allocation for the Foundation’s portfolio. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Williams Jr. is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 65 credentials with four years of industry experience. His background includes roles outside of finance such as positions at Enterprise Rent-A-Car and FedEx prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and offices.

Lori Walker is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Comerica Bank. In addition to her advisory role, she maintains an online blog called Touch of Organized, which is not related to investment and is managed outside of securities trading hours. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by both internal research and external partnerships.

Ronald Newlin is a financial advisor with LPL Financial in Lancaster, Texas, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2017 and has been with LPL Financial and Neighborhood Credit Union since 2017. 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 asset management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Brendan Light is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Outside of his advisory role, he is involved as a partner and proprietor in several investment-related real estate and finance ventures based in Southlake, Texas. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment committee analyses.

Benjamin Buehler is a financial advisor at UBS Financial Services with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, Ascensus, and Modern Capital Advisors. Outside of his advisory work, he also works part-time as a food deliverer for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.