Dominic Provenzano is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and the firm’s Global Investment Committee’s resources.

Adrian Takatch is a financial advisor with Morgan Stanley in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles across sectors including beverage distribution and bioscience. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nick Crimi is a Benefits & Planning Consultant with Fidelity Investments, serving in the Executive Services division since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity from 2022 to 2024. He focuses on helping clients utilize Fidelity's financial tools and resources to develop tailored financial strategies that support their short-term objectives and long-term goals. Nick's approach centers on aligning financial planning with each client's unique aspirations. Outside of his professional work, he has personal interests that include board games, comedy, fitness, food, social events with friends, and traveling.

John Pesano is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, AllianceBernstein L.P., and Fsc Securities Corp. Outside of his advisory role, Pesano is president of Online Elevation, an LLC focused on B2B sales of website optimization and online marketing services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

Cassandra Bourne is a Series 66-registered financial advisor with Edward Jones in Dallas, TX, where she has worked since 2007, accumulating 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wen Ti Lee is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Morgan Stanley in 2018, Lee worked at Merrill and Bank of America, N.A. from 2011 to 2018. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and employer-based agreements.

Cora Fritz is a financial advisor at Equitable Advisors in Dallas, TX, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at Allegiance Title Company of Arkansas and the University of Arkansas. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Ashley Holliday is a CFP® professional affiliated with Charles Schwab in Dallas, TX, with five years of industry experience. Her work history includes multiple roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, as well as prior experience in the food and retail sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and supervisory services.

Brad Novotny is a financial advisor with Edward Jones, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated services, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jonathan Meaney is a CFP® professional with over 23 years of experience in financial advising. He has been with Raymond James Financial since 2009 and previously worked at Ash Brokerage from 2010 to 2018. Meaney is involved in local industry groups, including volunteer roles with the Financial Planning Association of Dallas/Ft. Worth and the Communities Foundation of Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Charles Di Carlo is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2016 and 2017 respectively. Outside of his advisory role, he assists with a family-owned grocery store in Dallas, Texas, where he performs various operational tasks. 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 and profit-sharing plans, corporations, and charitable organizations.

Nash Noorali is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management. Outside of his advisory role, he is an owner and partner of a retail corporation and a commercial real estate entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Derek Cason is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA since 2012, with a brief tenure at Frost Bank in 2019. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Sambado Sambado is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Bizhaven and Prima Frutta Packing, as well as time as a student at Texas Christian University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of investment programs and works with third-party asset managers and LPL-sponsored advisory platforms to implement client strategies.

Lauren Starr is a financial advisor at Edward Jones in Garland, TX, holding a Series 66 designation with 12 years at Edward Jones and 9 years of industry experience overall. She previously worked at Texas Land Design LLC from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

John Kopenhaver is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He has a long tenure with Morgan Stanley, having worked there in various capacities from 1997 through 2020 before joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ashley Barr is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is a partial owner of Twilite Lounge, a business in Dallas, with passive involvement. Ashley Barr is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charities, and institutional clients. The team offers tailored financial planning and portfolio management services, including both discretionary and non-discretionary options, using a range of traditional and alternative investment strategies.

Michael Jarvis is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Cetera since 2017 and previously spent eight years at Girard Securities, Inc. He also manages his own financial and insurance services firm, Legacy Financial Advisors, and is involved in selling life, disability, and long-term care insurance. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and custodial arrangements.

Robert Stevens is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in McKinney, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and fiduciary advisory services through a nationwide network of over 23,700 advisors.

Brian Ratcliff is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Ratcliff Financial Services, since 1991. Outside of advising, he is involved with Heights Baptist Church as Vice Chair and Chair of Deacons and organizes charity car shows to support local food pantry initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create customized strategies.