Kevin Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined ten years. Outside of his advisory work, he is involved in several real estate-related activities, including ownership and maintenance of rental and investment properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs utilizing both in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and a variety of specialized services.

Marion Hostetler is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved with an art business in Ovilla, TX, focused on creating and selling artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Angela Carlson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses and 23 years of industry experience. She previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2020 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 advanced modeling tools.

Cara Mc Phillips is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank NA, Morgan Stanley, Valkyrie Equities Corporation, Broker Dealer Consultant, and Raymond James and Associates. She is based in Dallas, TX. 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.

Faith Burton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Goldman Sachs and various positions connected to The University of Tennessee. J.P. Morgan Securities LLC 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 integrates large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a comprehensive advisory platform.

Erin Dickes is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including CIBC Private Wealth Advisors, Atlantic Trust Investment Advisors, and Geneva Investment Management. Outside of her advisory work, she serves on the board of the National Association for Continence and is involved in business advisory for a manufacturing company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Daniel Grauwiler is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios while overseeing sub-advisers and managing conflicts of interest.

Steven Dziobak is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he is involved with DzioBak Clothing Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Gunnar Turk is a financial advisor with Edward Jones in Midlothian, TX. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, he worked in the retail and restaurant industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Neff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 17 years. He is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Robin Brezik is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 designations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Leslie Gunawan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, Leslie held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. Leslie is involved in philanthropic and community activities, including serving as treasurer of Kidd's Kids – The Kraddick Foundation and holding board roles with The Lamplighter School and Parish Episcopal School in Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management, supported by proprietary research and institutional trading capabilities.

Patrick Carrigan is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he is involved in nonprofit organizations, serving on the board and finance committee of the Episcopal Foundation of Dallas as well as participating with The Dallas Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and fiduciary financial planning.

Donald Kinsey is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Stifel Nicolaus & Co Inc for ten years. Outside of his advisory role, he serves on the board of Kinsey Entertainment in Heath, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies and access to both in-house and third-party investment managers.

Anthony Moreno is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various roles within J.P. Morgan firms since 2023. Moreno’s background includes positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Valley Bank, as well as a role at Southern Methodist University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Philip Disspain is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he has involvement with Uber in transportation and logistics. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Keith Chappelle is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors for over three decades. Outside of his advisory role, Chappelle is the founder of Family Wealth Builders USA in Cedar Hill, TX. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed account options, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

Mario Walker Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Lincoln Financial Advisors Corporation and Primerica. Outside of his advisory work, he is involved with ELS Vision Wealth Management, where he serves as an agent for equity indexed annuities and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a large network of advisors, offering integrated financial planning, investment advisory services, and access to multiple third-party money managers and managed account platforms.

La Toya Martin is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and 1ST Global Capital Corp. Outside of her advisory role, she owns and operates a blogging business called The Gospelnista and has had entrepreneurial involvement with a former restaurant, Tasty's Barbecue & Turkey Leg Connection. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, offering various asset allocation approaches and tax-sensitive options.

Satyaprasad Chakravarthy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.