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 63 and Series 65 credentials. He has nine years of industry experience, including a prior role at Morgan Stanley Private Bank. Mills was also associated with NOVEM Lending for one year. 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 range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party strategies across various portfolio options.

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 possessing 43 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, after an 11-year tenure at Citigroup Global Markets. Outside of his advisory role, Yost serves on the board of the Plaza Turtlecreek HOA and is a board member and part of the investment committee for the Dallas Diocese Education Endowment Trust. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools, though clients are responsible for implementing and updating their plans.

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 with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at 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 investment 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.

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.

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 at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at Pacific Investment Management Company LLC and PIMCO Investments LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and analytical models, offering services primarily in an advisory capacity.

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.

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.