Agustina Origlia is an advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her previous roles include positions at Morgan Stanley, Deloitte LLP, and JPMorgan Chase Bank, N.A. She also attended Northeastern University. 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 in its recommendations.

Perry Sanders is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, Zumiez, Frost Bank, Credit Union of Texas, Target Corporation, and Best Buy Co. Inc. Outside of finance, he is involved in the entertainment industry as a music producer and performer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Bertino Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with UBS since 2008. Outside of his advisory role, he serves as an advisor to BOB APP, Inc., a technology company that develops an app to locate truck drivers for large moves. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Ashley Herbst is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011 and previously spent nine years at Harvard University. Herbst serves as a board member and finance committee member for The Winsor School, an all-girls private school, and is also on the board of the Pokhrama Foundation, which builds schools in rural India. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Amy Howe is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Caroline Sharp is a financial advisor at Stifel with 15 years of industry experience. She holds the Series 66 credential and has worked at Stifel since 2012, following prior roles at Barclays Capital Inc. and Goldman Sachs Wealth Services. She serves as an MBA Program Advisory Board Member at the University of Oklahoma’s Gene Rainbolt Graduate School of Business, contributing to discussions on student recruitment, corporate engagement, and curriculum. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Kevin Rooker is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 offers planning services supported by structured discovery and firm-approved tools.

Jordan Bertain is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TCU ID Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.

Alexandra Dandes is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation with 11 years of industry experience. She previously worked at Goldman Sachs and JPMorgan Securities, where she spent three years each before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Blake Paul is a Series 66-licensed financial advisor with 17 years of experience, currently with UBS Financial Services in Dallas, TX. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

John Baumgarten is a financial advisor at UBS Financial Services in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein for 13 years before joining UBS in 2020. Baumgarten serves as a trustee and committee member for multiple trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Michael Carpenter is a financial advisor at Wells Fargo Clearing based in Dallas, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Hodges Capital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

Peyton Coleman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with various J.P. Morgan entities since 2017. Prior to joining the firm, he was affiliated with Texas Christian University for four years. 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. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Thomas Neff is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. As an employee of JPMorgan Bank, he can offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, focusing on 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis while managing conflicts through established policies and supervision.

Brandi Moulder Shearin is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2022, she worked for Preston Sherry Dental and Ranchview Family Dentistry, accumulating over a decade in the dental field. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Ana Infante is a financial advisor at Stifel in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through asset allocation and planning analyses.

John D'annunzio is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he co-owns JCLB Holdings LLC, which manages family private investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its advisory services.

Jason Holland is a CFP®-designated financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory work, he offers certain bank products and services through JPMorgan Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Leach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and Prince Perelson. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee analyses in its financial planning process.

David Fitzgerald is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank since 2014. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.