Kendra Piazza is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2007, with a brief tenure at Edward Jones in 2017. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jess Newman is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, Newman worked at BMO Harris Bank, UBS Financial Services, and US Trust. Outside of his advisory work, Newman is the owner of TALLFINGERS LLC, a business unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered adviser providing a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Laura Martin Bernard is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Stifel in 2025, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Denissia Gordon is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked with Avantax Advisory Services for 12 years prior to joining Cetera in 2024. Outside of her advisory role, she is employed as a fulfillment center warehouse associate. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

Austin Klinger is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 license and five years of industry experience. His prior roles include positions at Capital One, Milliman Advisors LLC, General Motors Financial, and Milliman Inc. 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, supported by proprietary research and a broad platform of capital markets and lending solutions.

John Shirey is a CFP® professional with 30 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2021 and previously worked at Bank of America, N.A. for 11 years. Based in Dallas, TX, his credentials also include Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking analysis and asset allocation guidance.

Georgina Flores is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Kathleen Mcinerney is a financial advisor with LPL Financial based in Dallas, TX, holding the CFP® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been associated with Energy Advisors and LPL Financial for 30 years. She serves as a director of a family business, Energy Advisers, without active involvement or compensation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plans. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party strategies.

Michael Hanna is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following an 11-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation solutions, emphasizing client discretion in implementation.

David Jernigan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 42 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. 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 and investment management capabilities, offering recommendations on a non-discretionary basis.

Nancy Sawicki is a Certified Financial Planner (CFP®) with 34 years of industry experience. She has been with UBS Financial Services in Dallas, TX, for 27 years. She also serves as the executor of her late father's estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Mark Duckworth is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Jackson Toney is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 credential and four years of industry experience. He has been with J.P. Morgan entities since 2018, including roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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.

Anupa Philip is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, JPMorgan Chase Bank, Fidelity, Capital One, and Wells Fargo. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies and advisory programs that utilize both in-house and third-party managers.

Robert Boronow is a financial advisor at Stifel with 43 years of industry experience, including 25 years at Stifel, Nicolaus & Co., Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a committee member for the Texas Neurofibromatosis Foundation’s signature event, Dining Out in Dallas - Battle of the Chefs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Noah Terrill 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 2023, he was involved with The Terrill Group LLC and has worked in several other roles including positions at Jim Peterson Construction Inc and Surf N Wear's Beach House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Alan Yonack is a financial advisor with Morgan Stanley in Dallas, Texas, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mr. Yonack serves on the board of Vogel Alcove, a nonprofit charity supporting homeless children in the Dallas area. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Judd Cryer is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Commerce Street Capital and NXG Investment Management, among others. 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.

Jared Singh is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, with nine years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2015. He is also affiliated with California State University Long Beach. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured discovery processes and firm-approved planning tools in its financial planning approach.

Peter Rios is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Jpmorgan Chase Bank. Outside of financial services, he has worked as a contractor for a food delivery service. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.