Carsten Frederiksen is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its Private Bank affiliate. Frederiksen is based 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 wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Lauren Carter is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 licenses and possessing three years of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025, she worked at MarketAxess and Bloomberg. 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 incorporating an ESG eligibility framework in its recommendations.

Matthew Taylor is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as Vice President of Dragonrock Ventures LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Liliya Leontyeva is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has held positions at Goldman Sachs & Co. LLC and Southern Methodist University before joining J.P. Morgan Securities in 2023. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Gerardo Fuentes is a financial advisor at Stifel in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Fuentes serves as a board member for Dallas CASA and participates in advisory and committee roles with several educational, economic development, and community organizations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Debeer is a financial advisor at Stifel with Series 63 and Series 66 designations and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 11 years at Bank of America. Outside of his advisory role, he serves as a board member on the Salesmanship Club of Dallas Foundation, where he reviews the foundation’s finances and investment performance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward‑looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Eleanore Simone is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Securities, JPMorgan Securities, and Alix Partners. She is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jasmine Le is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill and J.P. Morgan entities since 2015 and had a role at Xander Staffing from 2022 to 2024. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shannon Hogan is a financial advisor at UBS Financial Services in Dallas, TX, with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her advisory role, she spent time in full-time education and had a position at Mac Speed and Strength. 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 and offering proprietary research and capital markets solutions.

Salinda Nowell is a financial advisor at UBS Financial Services in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she is involved in managing rental property jointly with her husband. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Cindy Rogers is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through 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 solutions to clients’ goals and risk tolerances.

Michael Mills is a financial advisor at LPL Financial in Dallas, TX, holding Series 65 and Series 63 licenses. He has nearly a decade of industry experience, including nine years with Morgan Stanley Private Bank and recent roles at NOVEM Lending and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives and advanced operational tools.

Walter Johns is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves in formal advisory roles to multiple registered investment companies.

David Yost is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 1998, respectively. Outside of his advisory work, Yost serves on the boards of the Plaza Turtlecreek Homeowners Association and the Dallas Diocese Education Endowment Trust, where he participates in investment committees. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Laura Stahlhut is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2021, following positions at BKD LLP and Tolleson Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Steven Wignall is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Raymond James & Associates, Stifel Nicolaus & Co Inc, and Bank of America. Outside of finance, he is a co-founder and shareholder of Applied Silver Inc., a company that produces a patented antimicrobial laundry additive. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Agnew is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 license and previously worked at CITI Private Bank for six years. Ryan is based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Cody Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Atlas Fund Ltd, Masterson Advisors LLC, and Hilltop Securities Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Laura Godfrey is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS Financial since 2009. In addition to her advisory work, she is involved in a wedding planning business, providing day-of assistance for events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management based on clients’ goals and risk tolerances.

Megan Disimile is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of her advisory role, she serves on the junior board of Capital for Kids, focusing on raising awareness and engaging with grant recipients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and risk assessments.