Andrew Kacz is a financial advisor with OSAIC in Dallas, TX, holding Series 63 and Series 65 designations and 11 years of industry experience. Prior to joining OSAIC in 2022, he worked for seven years at Allstate Financial Services LLC. He also operates Elevated Wealth Advisory LLC, providing financial services and fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include various asset classes and supports discretionary and non-discretionary management options.

Daffan Nettle is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at UBS since 2021 and previously spent 20 years at JP Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he serves on the board of directors for the YMCA of Metropolitan Dallas Foundation and is involved with the Garden Club of America’s Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Forrest Green is a Series 66 licensed advisor with J.P. Morgan Securities LLC, based in Houston, TX, with 21 years of industry experience. He worked at Sanford C. Bernstein & Co. for 14 years before joining J.P. Morgan in 2018. Green serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Paul Blage is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client's priorities, considering factors such as risk tolerance, time horizon, and liquidity needs. Paul provides access to Merrill’s investment insights as well as banking convenience and lending solutions through Bank of America. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Southern Methodist University. Paul’s approach centers on helping clients manage their wealth by creating strategies adaptable to changing market conditions to pursue their financial goals.

Mark Wright is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Endowment Committee of Keller United Methodist Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and discretionary plan-level investment selection, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Kyle Honor is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and Tradeweb Markets LLC. Outside of finance, he was involved with Stony Brook Pizza LLC from 2018 to 2020. 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 an ESG eligibility framework.

Amanda Sharkawy is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, Texas, with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Nichole Rogers is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Outside of her advisory role, she owns and operates a family business called Always Smile 1st Apparel and Design, which designs and sells apparel and home decor. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Victoria Ferrusca is a financial advisor at Morgan Stanley in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities, Charles Schwab, and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Ryan Long is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the board of directors for the Cotton Bowl Athletic Association and the TCA Foundation, contributing to leadership and fund management for these organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Anita Kelley is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagement and Corporate Financial Planning agreements.

Haley Hunt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, she held positions at Southern Methodist University and Jones Lang LaSalle among other roles. She serves as a volunteer board member for the T. Boone Pickens YMCA in Dallas and provides financial literacy education to justice-involved youth through Cafe Momentum. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models to support asset allocation and financial planning.

Gustavo Fernandez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2007 and joined J.P. Morgan Securities in 2012. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kyle Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and custody services.

John Killen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Fidelity Investments Institutional Services Company. Killen serves as a board member for Saint Philips School and Community Center, where he participates on the finance committee and general board advising on budget and financing matters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization with access to a wide range of product types.

Kristen Gunaca is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has been with RBC Capital Markets since 2016 in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Brian Mittelstaedt is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2016. 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.

Robert Teal is a financial advisor at Merrill with a Series 66 credential and no industry experience. His work history includes roles at Bank of America, Hodges Capital Management, Beacon Pointe Advisors, and a business in cinema services. He has also worked in education at Texas Tech University and two high schools. Merrill provides managed account services primarily 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.

Scott Davis is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets beginning in 2002. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Michael Woram is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Banc of America Investment Services, Wamu Investments, Ameriprise Advisor Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party strategies.