Joel Tannebaum is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 38 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program and integrates institutional advisory capabilities with brokerage, distribution, and investment management services.

Kyle Rainwater is a CFP® professional affiliated with Stifel in Dallas, TX, with 14 years of industry experience. His career includes roles at B. Riley Wealth Advisor, National Securities Corp, CETERA Advisor Networks, and United Capital Financial Advisers. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Katelyn Stanchfield is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. Her prior experience includes roles at Bank of America, Merrill, Ausdal Financial Partners, and Gryphon Financial Partners. 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 an ESG eligibility framework in its investment recommendations.

Daniel Greene is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America, N.A. since 2005. Greene serves as a board member for The Crystal Charity Ball, a nonprofit organization supporting children’s charities in Dallas County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Shivam Patel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services and Wells Fargo bank since 2021, as well as prior experience with GT Entrepreneurs and Abercrombie & Fitch. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Leonard Kortekaas is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He specializes in advising ultra high net worth clients on complex wealth management strategies. Len serves a diverse clientele including senior executives, entrepreneurs, hedge fund and private equity principals, as well as foundations and institutional clients. His expertise encompasses investment manager evaluation, portfolio construction, and risk assessment. He is also a founding member of The Tracy Group, providing customized planning strategies through a family-office experience. Len began his career in financial services in 1994 at Goldman Sachs & Co., advancing to Vice President in Private Wealth Management. He later spent six years as Director of Private Banking at Credit Suisse before joining Merrill Private Wealth Management in 2014. He holds a B.S. in Mechanical Engineering from the United States Military Academy at West Point and an M.B.A. in Finance from the UCLA Anderson School of Management. Len is also a Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Outside of his professional work, Len serves on the board of The Travis Manion Foundation, a national non-profit veterans service organization. He has supported Junior Achievement of Southern California since 2006 and has been involved with The Mission Continues. Len is married with three daughters and resides in Los Angeles, California. His personal interests include boating, golfing, skiing, snowboarding, and surfing.

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 with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Edward Jones, he worked at Osaic Wealth (formerly Advisor Group) and Berthel, Fisher & Company Financial Services, Inc., among other roles. Outside of finance, he was involved with Your Car Our Driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth 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 advisory programs and investment solutions under a fiduciary standard.

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.