Harold Cook is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Cook is a partner at Legacy Star Enterprises LTD and serves as a trustee and partner in affiliated investment entities based in Dallas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market scenario modeling.

Brian King is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to clients such as 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 operates with both advisory and brokerage capabilities and delivers its program on a non-discretionary basis.

Ryan Berube is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with UBS Financial Services since 2015. He serves on the Board of Directors for the Southwest Chapter of the US Olympians & Paralympians Association, where he is involved in grant decisions and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Kiyana Moy is a financial advisor at Edward Jones in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan, Homepoint Financial Corporation, Auburn Ventures LLC, Mary Kay, and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Elliot Gardner is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley, he worked at Pacer Financial, Accelerator Capital Group, and notably spent five years at Pacific Investment Management Company (PIMCO). Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Mason Delp is a financial advisor with Edward Jones in Red Oak, Texas, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved in various entrepreneurial and community activities, including running Mason Delp Music and participating in musician shows across Dallas associated with Herman Marshall Distillery and SoFar Sounds Venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Robin Lott is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Hodges Capital Management, First Dallas Securities, and Oppenheimer and Co Inc. Outside of his advisory work, he has been involved as an insurance agent focused on investment-related insurance sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates both as a broker-dealer and an investment adviser, providing a range of services including portfolio management, financial planning, and capital markets activities.

Philip Kruger is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked for AllianceBernstein for nine years before joining UBS in 2023. Kruger serves on the boards of Ellis County Fresh Water Supply District No. 1 and Johnson County Fresh Water Supply District No. 2, where he is involved in overseeing district operations and approving residential development activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates as a broker-dealer, investment adviser, and futures commission merchant.

Patrick Bowen is a Wealth Management Advisor and Equity Plan Consultant with Merrill Wealth Management, based in Dallas. He specializes in working with corporate executives, founders, business owners, and their families to address complex financial decisions and develop strategies aligned with their long-term objectives. His expertise includes equity compensation and stock plan strategies, concentrated stock and diversification planning, investment management, retirement income planning, estate and legacy planning, liquidity events and business transitions, and family wealth governance. Patrick began his career with Merrill Lynch in 2008 after interning with the firm in 2007. He initially worked in New York City as part of the Private Executive Services team within Private Wealth Management, serving senior corporate executives and their families across the country. He continues to collaborate closely with this team, providing specialized planning resources and insights. Patrick holds a bachelor's degree from the University of Arkansas and the Certified Investment Management Analyst® (CIMA®) designation, as well as credentials as an Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). Originally from Kansas City, Missouri, Patrick and his wife reside in the Kessler Park neighborhood of Dallas with their three children. He enjoys baseball, basketball, football, soccer, genealogy, reading, and spending time with his family.

Daniel Delp is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Based in Dallas, TX, his career has spanned over three decades in the financial services sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Todd Tidwell is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has been with Merrill since 2004. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Susannah Killen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017, including roles at Southern Methodist University and Peregrine prior to that. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Buskirk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, MidFirst Bank, and New Life Ranch. 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 centralized due-diligence framework.

Hans Heath is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company before joining Cambridge in 2018. Outside of his advisory role, Heath is involved in business consulting and also works as a music instructor and performer. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals. The firm employs a variety of investment approaches, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementation tailored to client goals.

Christopher Sheets is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities, JPMorgan Chase Bank, Alliance Capital Management, and Sanford C. Bernstein. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Will Griffin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and Southside Bank and has experience with Texas Christian University and the PGA Tour Canada. 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 applying an ESG eligibility framework in its recommendations.

Deanne Cichon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Beacon Pointe Advisors, and Fidelity Investment/National Financial Services. Based in Dallas, TX, she has also held positions at Texas Tech University and other educational institutions. 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Aaron Valdez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at various J.P. Morgan entities since 2018 and held prior roles at Modis and The Vanguard Group. Valdez is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank deposit and credit products alongside advisory services. 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 in its recommendations.

Megan L Smith is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 65 and Series 66 designations and has been with UBS since 2008. Based in Dallas, TX, her career includes nearly two decades at a major financial institution. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.