Sidney Avila is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2020. Outside of his advisory role, he is involved with Geaux Sooners, LLC DBA Luminate as a portfolio management analyst. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement recommendations, supported by a centralized consulting team and automated tools overseen by a Retirement Income Oversight Committee.

Michael Beste is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials with six years of industry experience. He previously worked at Vanguard and has held roles in both corporate and educational settings. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and methodologies.

Maureen Mendoza is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS Financial Services Inc. since 2011 and holds a Series 66 designation. UBS Financial Services Inc. 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 provides proprietary research, capital markets services, and affiliated lending programs.

Matthew Sharp is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

David Barnes is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is the proprietor of a real estate partnership that owns a vacation condo. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor strategies based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Kana Nagata is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations. She has three years of industry experience, including prior work at Goldman Sachs. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions on a non-discretionary basis.

James Tegtmeier Hedinger is a financial advisor at Edward Jones in Dallas, TX, holding Series 65, Series 63, and Series 66 designations with 22 years of industry experience. His prior roles include positions at Osaic Wealth, CHI Mercy Health Network, and the U.S. Department of Veterans Affairs. He also worked with Your Car Our Driver outside of the traditional financial sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and offices.

Elizabeth Smith is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. She has worked at JPMorgan Chase Bank and Wells Fargo and has a background that includes time at the University of Texas at Austin and Colonial Country Club. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Logan Atkins is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A., and previously held positions at Edward Jones and JPMorgan Chase. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and models to assist clients in financial decision-making.

Austin Davison is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with clients and their families to co-create and coordinate financial plans that are personalized and tailored to address their specific needs and goals for wealth management. Austin has progressed through multiple roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2021. He advanced through positions including High Net Worth Service Associate, Investment Solutions Representative I, II, and III, before assuming his current consultant role in 2026. This progression reflects his growing experience and expertise in financial planning and investment solutions. Outside of his professional responsibilities, Austin has interests that include food, football, social events with friends, golf, spending time at the lake, and traveling.

Arthur Mitchell is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Mitchell is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside investment 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Willeen Linsicombe is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Kelly Rogers is a CFA® charterholder serving as a financial advisor at J.P. Morgan Securities in Dallas, TX, with 18 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2008. J.P. Morgan Securities LLC 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 recommendations.

Gregory Pieroni is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Pieroni serves as a trustee for multiple family trusts. UBS Financial Services Inc. 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 provides access to proprietary research and a broad range of capital markets services.

Careyann Thomas is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015, currently also associated with Morgan Stanley Private Bank, N.A. in Dallas, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Luis Ramos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab & Co., and TD Ameritrade. 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 brokerage, distribution, and investment management capabilities.

Wesley Black is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, including a period with Bank of America, N.A. Outside of his advisory role, he is a member of Leather Apron Capital LLC, a small investment firm that provides capital to local start-up companies during early funding rounds. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marissa Mullens is a financial advisor at Morgan Stanley in Dallas, TX, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2021. Outside of her advisory role, she operates a medical sales business and a photography business and is a partner in a real estate venture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Monte Carlo simulations.

Taeeon Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Taeeon works to create personalized wealth management strategies that align with clients' life priorities and changing market conditions. Taeeon's approach involves understanding each client's full financial picture to develop flexible strategies tailored to their specific goals and aspirations. Taeeon's expertise includes family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and individual and corporate investment strategy. Taeeon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taeeon earned a Bachelor's Degree from State University at Albany and communicates fluently in English and Korean. Outside of professional pursuits, Taeeon enjoys golfing, spending time with family, and traveling.

Luisa Perez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 65 designation and has previously worked at Texas Capital Bank Private Wealth Advisors and Comerica Bank, among other firms. Outside of her advisory role, she also works as a contract delivery driver for Amazon and Walmart. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.