Matthew Foster is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial planning process.

Paul Stam is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Stam serves as an adjunct professor teaching international estate planning at Golden Gate University College of Law and the University of San Francisco and is also a fiction author working on multiple novels. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate proprietary modeling techniques.

Steve Christensen is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as treasurer for the Christensen Family Foundation and acts as a trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charlotte Logann is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1984. Outside of her advisory role, she serves as an executor for a friend. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Dayna Moser is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 65 and Series 66 credentials and 17 years of industry experience. She worked at Goldman, Sachs & Co. for 15 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 plans aligned with clients’ goals and risk tolerances.

Kelly Lane is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services and Paine Webber Inc. since 1983. Lane also serves as a trustee and beneficiary of a family living trust. 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 tailored to clients' goals and risk tolerances.

Stephen Debeer is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Bank of America and Merrill. Based in Dallas, TX, he holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses primarily as a foundation for client decisions.

Adam Wilson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1996 and holds the Series 63 and Series 65 designations. Outside of his advisory role, Wilson serves as president and board member of a homeowners association in Dallas, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans for clients.

Sarah Faltot is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is employed by JPMorgan Bank, enabling her to offer certain bank 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.