Alexander Schiess is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following eight years at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for a family estate planning trust and is a board member of a real estate property management company in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Jonathan Griego is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2018 and previously worked at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 designations and is based in Dallas, TX. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services with a range of separately managed account programs and utilizes both internal research and external partnerships to support client advice.

Ben Thomas is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Based in Dallas, TX, his career has been focused within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Nicholas Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Texas Capital Bank. He is also employed by JPMorgan Chase Bank, enabling him to offer a range of bank products and services alongside his advisory work. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Corley Holland is a financial advisor at RBC Capital Markets with two years of industry experience. Prior to joining RBC in 2025, Corley worked at J.P. Morgan Securities and Corient (formerly Avalon Advisors). Outside of finance, Corley has been involved with the Junior Volleyball Association of Austin and Camp Longhorn. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs that leverage both in-house and third-party resources.

Nathen Kingsland is a Series 66-licensed advisor with UBS Financial Services in Dallas, TX. He joined UBS in 2026 and has held various roles across industries including education and hospitality prior to entering financial services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Justin King is a financial advisor with Ameriprise in Carrollton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Sean Cates is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where he is a partner of The Rose Cates Stein Group. Since joining Merrill in 2011, Sean and his advisory team have focused on developing strategies and providing advice tailored to high-net-worth individuals, their families, and their businesses to support both short- and long-term planning objectives. He has specialized experience in serving the special needs community and families with disabilities, offering customized recommendations to meet each client’s unique planning requirements. Sean began his career in financial services in 1998, with experience at Goldman Sachs and Bank of America before joining Merrill Lynch. He earned a Bachelor of Business Administration with a major in Entrepreneurship from Baylor University’s Hankamer School of Business. Professionally, he holds FINRA Series 7 and 66 registrations, as well as a Texas Group 1 Health, Accident and Health Insurance license. Sean has also served as Co-Chair of Bank of America’s North Texas Disability Action Network and has been recognized as a North Texas Future Leaders Graduate. In addition to his advisory work, Sean has delivered financial literacy education through organizations such as Operation Hope, Junior Achievement, and the Texas Department of Assistive and Rehabilitative Services’ DREAM program. He actively volunteers with several charitable organizations including March of Dimes North Texas, Make-A-Wish of North Texas, Special Olympics of Texas, Donate Life, Southwest Transplant Alliance, Southwest Transplant Foundation, and Best Buddies Texas, where he previously served on the advisory board. He resides in McKinney, Texas, and is the father of his son Carter, a multivisceral, five-organ transplant recipient.

Reece Tiras is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2026, he completed his education at the University of Texas at Austin and held roles at Emery/Weiner School and Pin Oak Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ian Mc Farlane is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and having one year of industry experience. He has been with J.P. Morgan Securities since 2023 and has prior experience at JPMorgan Chase Bank, N.A. since 2017, as well as Inter-Commercial Business Systems. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Barry Greenberg is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of advising, he works as a yoga instructor on a part-time basis. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Zachary Langevin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Broadstreet Partners and JPMorgan Chase Bank. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside investment advisory. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexis Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Lopez worked at The Vanguard Group from 2021 to 2024. Lopez is also employed by JPMorgan Chase Bank, enabling the offering of certain bank products and services. 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 when recommending strategies.

Laura Cowden is a financial advisor at Morgan Stanley with 43 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment committee insights.

Katherine Husman is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, she is an investor in Lucky & Good Consulting, LLC, a family asset protection entity focused on minimizing tax liability. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process and centralized due diligence. The firm offers these services on a non-discretionary basis, combining advanced modeling with an ESG eligibility framework in its recommendations.

Timothy Peach is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Dallas, Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, incorporating firm-approved tools and research to support client strategies.

Douglas Bielefeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a background that includes eight years at Wells Fargo Advisors prior to joining Raymond James in 2017. Outside of his advisory role, he is the owner of Updog Investments, LLC and serves as Managing Director of Synergy Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to guide client decisions, while also supporting municipal and public finance through a unique affiliated municipal advisor.

Gary Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 45 years of industry experience. He has been with UBS Financial Services since 1980. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Chad Stephens is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Advisors in Dallas, TX, where he has worked since 2010. He holds Series 63 and Series 65 licenses and owns Starmont Wealth Management, LLC, an investment-related business based in Dallas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

John Mc Vicker is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.