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 at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer of the Christensen Family Foundation and acts as trustee for multiple family trusts. 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 uses research and analytics to support diversified portfolios and provides both brokerage and advisory solutions across a broad client base.

Sergio Ortiz is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at C1PRO and Dream Sponsor, LLC prior to his current tenure at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research, and it offers expanded derivatives and commodities capabilities through specialized regulatory registrations.

Lawrence Lowe is a financial advisor at LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Outside of advising, he is a managing partner of Swol Lyfe, an e-commerce business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining advisory platforms with extensive non-advisory financial services.

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 at UBS Financial Services in Dallas, TX, holding Series 66 and Series 65 designations with 17 years of industry experience. She worked at Goldman, Sachs & Co. from 2008 to 2023 before joining UBS in 2023. 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 and utilizes proprietary research and model-based asset allocations to customize client plans.

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.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

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 previously worked at Wells Fargo Clearing and Wells Fargo Investments. She is also employed by JPMorgan Chase Bank, where she offers certain bank products and services. 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. The firm employs a manager solutions team to support its advisory process and incorporates quantitative and qualitative research along with an ESG eligibility framework in its recommendations.

Kendra Piazza is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, with prior experience at Edward Jones. 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. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria, and is supported by affiliated investment-management entities.

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.