Teresa Penn is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is involved in a family business specializing in custom picture frames and light furniture restoration. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Daniel Brauer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Merrill. In addition to his advisory role, he owns BrauerHaus, LLC, a business focused on buying, rehabbing, and selling single-family homes in the Dallas-Fort Worth area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative screens and qualitative research to deliver customized asset allocation advice and manager searches, with a focus on eligible strategies and integration of ESG criteria.

Jonathon Jordan is a financial advisor at Edward Jones in Irving, TX, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Anheuser Busch, Corwin Distributing, and Sears Holding Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

John Doke is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he engages in acting on a part-time basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based strategies to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and alternative investment products.

Joel Tannebaum is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and its affiliates prior to joining J.P. Morgan in 2017. He is also employed by JPMorgan Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations where applicable.

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® certificant with 14 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. Her prior roles include positions at Bank of America, Merrill, Ausdal Financial Partners, and Gryphon Financial Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments. The firm’s advisory approach combines quantitative and qualitative manager research and focuses on customized asset allocation advice while clients retain final decision-making authority.

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 licenses and three years of industry experience. Prior to joining J.P. Morgan in 2023, Nagata worked at Goldman Sachs for six years. 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 a combination of quantitative and qualitative research.

James Tegtmeier Hedinger is a financial advisor at Edward Jones in Dallas, TX, holding Series 65, Series 63, and Series 66 registrations with 22 years of industry experience. His prior roles include positions at Osaic Wealth and Berthel, Fisher & Company Financial Services, as well as experience with the US Department of Veteran Affairs and CHI Mercy Health Network. In addition, he has been involved in a venture called Your Car Our Driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products alongside fiduciary-standard advisory services.

Elizabeth Smith is a Series 66-registered financial advisor with J.P. Morgan Securities in Dallas, TX, with five years of industry experience. Her work history includes roles at JPMorgan Chase Bank and Wells Fargo. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, and the program permits clients to retain final decision-making authority.

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.