Katharine Myatt is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 certification and 19 years of industry experience. She previously worked at Goldman Sachs for nine years before joining J.P. Morgan in 2019. J.P. Morgan Securities 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 in its recommendations.

Jon Piorkowski is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Brian Feldman is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Morgan Stanley, having joined in 2025 after 15 years at UBS Financial Services. Feldman is based in Dallas, TX. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning includes structured discovery processes and advanced modeling tools, serving clients through tailored planning and advisory services.

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.

Matthew Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vanda Pharmaceuticals Inc. and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

Angela Carlson is a financial advisor at Morgan Stanley with 23 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Cain Capital Management. She holds the Series 65 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services that span retail and institutional markets.

Marcia Hackett is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, and a period as a self-employed advisor. Outside of advising, she is an owner of a real estate investment property used for short-term vacation rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure to serve a large client base.

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 designations and has been with Fidelity Investments in various capacities since 2006. His current role follows seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies.

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.

Kevin Johnson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Johnson is based in Dallas, TX. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

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 22 years of industry experience and currently serves as a financial advisor at UBS Financial Services. Her career includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, and Merrill. She is active in her community, serving as treasurer for Kidd's Kids – The Kraddick Foundation and holding board positions with local educational institutions, including Parish Episcopal School and The Lamplighter School. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

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.

Adolfo Frias Jr is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has been with UBS since 2026. Prior to joining UBS, he completed his education and early career steps at Southern Methodist University, San Jacinto College, and in local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.