Kyle Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and custody services.

John Killen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Fidelity Investments Institutional Services Company. Killen serves as a board member for Saint Philips School and Community Center, where he participates on the finance committee and general board advising on budget and financing matters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization with access to a wide range of product types.

Kristen Gunaca is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has been with RBC Capital Markets since 2016 in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Brian Mittelstaedt is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2016. 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 applying an ESG eligibility framework when recommending strategies.

Robert Teal is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Hodges Capital Management, Beacon Pointe Advisors, and a business in cinema services. He has also worked in education at Texas Tech University and two high schools. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Davis is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets beginning in 2002. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Donna Smothermon is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Sandy Morris Financial Services LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Dwight Emanuelson Jr. is a Private Wealth Advisor with Merrill Private Wealth Management, where he has been a member since 1984. As one of the founding members of the group, he serves as the primary equity strategist. His responsibilities include evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies tailored for high-net-worth clients. Dwight's expertise extends to serving ultra-affluent individuals and families, including entrepreneurs, corporate executives, private equity and hedge fund principals, professional athletes, and non-profit organizations. Dwight graduated magna cum laude from Washington and Lee University with Bachelor's degrees in Economics and French. He holds the Personal Investment Advisor (PIA) designation and contributes to professional organizations such as The Family Place, UT Southwestern, and the North Dallas High School Mentor Program. In addition to his professional career, Dwight participates in community involvement through mentoring teens and supporting organizations like The Family Place, which assists battered women, and UT Southwestern Medical. He has served on the board of trustees of Washington and Lee University, as well as the boards of The Family Place and the advisory board of The Cattle Baron's Ball.

David White is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is an owner of a rental property in Panama City Beach, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wendi Koleszar is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Hudson Way Capital Management and Sanford C. Bernstein. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

James Madden is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as president of a small homeowners association for a condominium complex, providing leadership in property management and improvements. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment strategies.

Saman Samii is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2019, Samii worked at HPISD - Seay Tennis Center for five years. Outside of finance, Samii is a self-employed tennis instructor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Arthur Dumm is a CFP® credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley in Dallas, TX. His prior roles include positions at PNC Investments and multiple entities within the BBVA financial group. Outside of his advisory work, he is involved with Siete al Cubo, LP, a recreational business based in Dallas. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, supporting a wide range of financial needs without providing individual security recommendations as part of standalone plans.

Gabrielle Foti is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at UBS for six years. She has also been affiliated with Boulevard Arts and attended Bowdoin College. J.P. Morgan Securities 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 in its recommendations.

Thomas Holstead is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 25 years of industry experience. He has worked at Merrill and Bank of America and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. Holstead is also owner and partner of Committo Group, LLC, which provides administrative and consulting services to nonprofit organizations and offers training to university leaders in Texas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nicholas Byars is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, TD Ameritrade, and Apex Clearing Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

John Valkenaar is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Incorporation, and Investment Professionals, NIC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Cory Durham is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Durham serves on the Board of Directors for Hunger Busters, a nonprofit that provides take-home meals to low-income children in the Dallas Independent School District. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Cheston Malone is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Fidelity Investments and Morgan Stanley, as well as non-financial positions in hospitality and education. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling to provide analyses that support client decision-making.