Cindy Rogers is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Michael Mills is a financial advisor at LPL Financial in Dallas, TX, holding Series 65 and Series 63 licenses. He has experience at Morgan Stanley Private Bank and NOVEM Lending prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James, Stifel Nicolaus, and Bank of America. Outside of finance, he is a co-founder and shareholder of Applied Silver Inc., a company that produces antimicrobial laundry additives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a combination of quantitative screening and qualitative research.

Ryan Agnew is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior roles include six years at CITI Private Bank and current positions at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating forward-looking capital market assumptions.

Cody Miller is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Atlas Fund Ltd, Masterson Advisors LLC, Hilltop Securities Inc, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework.

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 based in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2022 and previously worked at JPMorgan Chase Bank from 2011 to 2022. He is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer certain bank products and services alongside his advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Taylor Bessent is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following prior roles at Bank of America, Merrill, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes a framework for ESG eligibility.

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 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Pacer Financial, Accelerator Capital Group, and Pacific Investment Management Company (PIMCO). Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates both retail and institutional services.

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 with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.