Kristen Low is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Merrill and Northern Trust. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Henry Johnson III is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and was previously with Morgan Stanley Private Bank, N.A. from 2015 to 2018. Outside of financial advising, Johnson is the sole proprietor and partner of a restaurant and nightclub business in Little Elm, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Phillip Hearn is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in various churches through teaching and supply preaching. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Grant McVeigh is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals and families to create personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. Grant provides guidance on a range of financial matters including investing, retirement planning, saving, and access to banking, credit, home financing, and small business solutions through Bank of America specialists. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Grant holds the designation of Personal Investment Advisor (PIA). Grant earned a Bachelor's Degree from the University of Texas at Austin. Born and raised in Dallas, Texas, he maintains strong ties to the community. Outside of his professional work, Grant spends time with his family and friends, travels, attends Dallas sporting events, and supports the Texas Longhorns during football season. His approach focuses on understanding what matters to clients and their families to develop strategies that pursue their financial objectives.

Alicia Morris is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential and with five years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at State Farm Insurance from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Andrew Oconnell is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with UBS since 2013. 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 and delivers advisory work using proprietary research and model-based asset allocations.

James Watson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2013 to 2017. Outside of his advisory role, Watson is a 50% owner of MVEMENT LLC, a CrossFit gym supporting coaches and staff, and MVEMENT RX LLC, a health spa addition to the gym. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barry Pechenik is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he serves on the Investment Committee for the Texas Exes Alumni Association, a charitable organization based in Austin. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a range of investment products and institutional solutions.

Isabella Gough is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her career includes roles at Merrill Lynch, Bottomline, TreasuryXpress, and KMB Collection, as well as a period at The University of Mississippi. 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 by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Taylor Lambert is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Lambert is involved in property management as the sole owner of a real estate business in San Jose, California. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Timothy Dierkes is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2011. His business activities include the sale of non-variable insurance products such as fixed annuities through multiple providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Cody Slawson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through program sponsors and endorsed turnkey asset management platforms.

Morgan Fleming is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning arrangements.

Sadie Scott is a financial advisor at Raymond James Financial in Dallas, TX, holding a Series 66 designation. She has recently transitioned from roles in education, including four years at Dallas Baptist University and seven years at Sulphur Springs schools, to her current position at Raymond James since 2025. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools, supporting clients through its advisory programs and a broad network of affiliated advisors.

Angela Arrington is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She previously worked at Ameriprise and Bay Mountain Capital LLC. Outside of advising, she manages a residential rental property. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-driven planning.

James West is a financial advisor with Edelman Financial Engines in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes long tenure at Charles Schwab from 2000 to 2022, followed by roles at Fisher Investments and Fisher Retirement Solutions before joining Edelman Financial Engines in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Preston Taylor is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2026, following prior roles in academic and sports management environments, including multiple positions at Texas Christian University and a stint with Steelhead Capital Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Christian Flory Jr. is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise and its affiliate since 2017. Outside of his advisory role, he owns CEF Strategic Consulting LLC, a consulting business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. 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, and municipal entities, delivering tailored financial planning and consulting services through a broad range of portfolio management styles and affiliated research.

Javier Rodriguez Canales is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, and various other firms, as well as teaching positions at South Texas College. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.