Matthew Lasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Emmanuel Flores is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan, he worked at Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance Company, Fidelity Investments, and Frost Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Jhubin Moghaddamfar is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include positions at Frost Investment Services, Frost Bank, and JPMorgan Chase entities. Outside of his advisory work, he is the owner and partner of 2124 Forest Oaks, LLC, a real estate entity managing a former personal residence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a team of Wealth Advisors. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and integrating ESG considerations within eligible investment strategies.

Michael Parry is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 13 years of industry experience. He has held his current roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Parry holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Rodney Dixon is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 22 years of industry experience. He has been with Merrill since 2009. Outside of his advisory work, Dixon owns and operates several businesses including a pecan farm, a second-hand goods trading enterprise, and a BBQ competition team. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies managed by internal and third-party teams.

Stefhanie Beard is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 18 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Beard serves as an advisory board member for Open Books, a charitable organization focused on literacy and fundraising. 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, and institutions.

Kaelyn Ellis is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at D.A. Davidson Wealth Management and Texas Roadhouse, as well as entrepreneurial experience with Fetch Dog Boutique. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Dale Scofield is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering and holds managing partner positions in several consulting and financial planning entities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Emily Reed is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Jacob Tippit is a financial advisor at RBC Capital Markets based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, Bond Financial, Watermark Home Loans, and Lakeside Equity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Miguel De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies that align with their unique financial goals. He emphasizes understanding each client's full financial picture to create adaptable plans suited for today’s dynamic market conditions, utilizing insights from Merrill and solutions offered by Bank of America. Miguel holds a Bachelor's Degree from Universidad del Sagrado Corazon and has earned the Personal Investment Advisor (PIA) professional designation. He is committed to working closely with clients one-on-one to pursue their long-term financial objectives. Additionally, Miguel actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Jamar Miller is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities at Fidelity and affiliated firms since 2005. Outside of his advisory role, he owns and manages a family property LLC in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing diversified portfolios.

Sneh Raghu is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining Morgan Stanley in 2026, Raghu worked at CAIS Capital LLC, Leucadia Asset Management LLC, Jefferies LLC, Merrill, LPL Financial LLC, and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Hunter Henry is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He worked at Goldman Sachs for 18 years before joining UBS in 2019. Outside of his advisory role, Henry owns and operates Game Creek Farm, a livestock ranch, and serves as managing member and board director of MoveTheMtn LLC, a clothing company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Mitchell Saltzstein is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Dylan Birch is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2018, following service in the U.S. Army from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, including ESG eligibility considerations, and benefits from wider derivatives and commodities expertise.

John Schiavone is currently the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. He leads a branch within one of the industry's respected investment firms, focusing on understanding clients' unique financial situations and providing guidance to help them pursue financial success. He has extensive experience in financial services, having worked at Fidelity Investments as Assistant Branch Leader from 2016 to 2019. Prior to Fidelity, John held leadership roles at Ameriprise Financial Services, Inc., serving as Sales Director from 2007 to 2016 and Division Sales Director from 1998 to 2007. He also worked as an Operations Principal at TCF Securities, Inc. from 1993 to 1998.

James Wade is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, alongside operating Jim Wade Enterprises Inc. Since 1977, he has also maintained a tax practice and serves as an election judge in Dallas County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Tracy Holt is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Citigroup Global Markets, Banc One Securities Corporation, and Merrill. Holt has been with RBC Capital Markets since 2017. 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 advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Matthew Doucette is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Apella Wealth and was involved with Mansfield Drive in Theatre and Marketplace. He also spent several years in educational roles at the University of Connecticut, Glastonbury High School, and Smith Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.