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.

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.

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 with Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank NA, and Cain Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by comprehensive firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment programs.

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 with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank NA, Morgan Stanley, Valkyrie Equities Corporation, and Raymond James and Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities across derivatives and commodities through various regulatory registrations and affiliations.

Faith Burton is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs and in various roles connected to The University of Tennessee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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 in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2022 before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and may include ESG criteria in its recommendations.

Michael Neff is a CFP® with 18 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. He worked at UBS Financial Services from 2008 to 2025 before joining J.P. Morgan in 2025. Neff is also an employee of JPMorgan Chase Bank, where he offers certain bank products and services alongside his advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and offers unique regulatory registrations that support broader derivatives and commodities capabilities.

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 Series 66 licensed financial advisor with J.P. Morgan Securities in Dallas, TX, and has two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Private Bank, Valley Bank, and Southern Methodist University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a selection of eligible strategies.

Elisa Mullisi is a Series 66 licensed financial advisor with UBS Financial Services in Dallas, Texas, with one year of industry experience. Prior to joining UBS, she worked at Morgan Stanley and held positions at The Energy Authority and Cantor Fitzgerald. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

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.