Robert Cordiak is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' Advisory Risk Profiles.

Martha Greenberg is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She worked at Sanford C. Bernstein & Co., LLC for 14 years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes prior roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of her advisory work, she is involved in a jewelry business that she owns and operates with her spouse, making jewelry and attending craft shows. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach, providing both brokerage and advisory solutions.

Christopher Drennen is a financial advisor with Raymond James & Associates based in Dallas, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Raymond James & Associates and Raymond James Bank since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cory Emerson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Prior to joining UBS, he worked at Bosque Disposal Systems, LLC. Outside of his advisory role, Emerson is an owner of Chama Chairs, LLC, a company that manufactures outdoor hunting chairs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to deliver tailored investment strategies.

Ana Natalia Mundo is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes six years at Ernst & Young and over two decades at DLM Supply, where she worked as a floor sales associate for a small independent retail store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies and constructing model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Weinman is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and manages a family holding company, Weinman Family Investments LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Joseph Estes is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a director of the Touchdown Club of Dallas, where he contributes to club operations and community relations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional solutions.

Juan Muñoz Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, combining multiple portfolio management styles with firm research and model manager options.

Neal Ballance is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Elias Acosta is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Outside of his advisory role, he owns and manages a rental property. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Lasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Emmanuel Flores is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Fidelity Investments, and Frost Bank. 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 while clients retain final decision authority.

Jhubin Moghaddamfar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. His previous roles include positions at Frost Bank and JPMorgan Chase Bank, among others. Outside of his advisory work, he is a partner in a real estate LLC that manages a rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Michael Parry is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory services with affiliated brokerage and investment management capabilities.

Rodney Dixon is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 22 years of industry experience. He has been with Merrill since 2009. Outside of his advisory work, Dixon owns and operates several businesses including a pecan farm, a second-hand goods trading enterprise, and a BBQ competition team. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Stefhanie Beard is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 18 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Beard serves as an advisory board member for Open Books, a charitable organization focused on literacy and fundraising. 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, and institutions.

Kaelyn Ellis is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at D.A. Davidson Wealth Management and Texas Roadhouse, as well as entrepreneurial experience with Fetch Dog Boutique. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Dale Scofield is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering and holds managing partner positions in several consulting and financial planning entities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Emily Reed is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. 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 employs proprietary research and model-based asset allocations to tailor investment strategies.