Barry Greenberg is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Robert W. Baird & Co. since 2004. Outside of advising, he works as a yoga instructor on a part-time basis. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Zachary Langevin is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Broadstreet Partners. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to advisory services. 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 due diligence and includes expanded capabilities in derivatives and commodities.

Paul Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Paul earned a Bachelor's Degree from Philadelphia University. His role involves providing financial advisory services within the wealth management sector.

Roxana Nelson is a financial advisor with J.P. Morgan Securities in Richardson, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., Johnson Financial Group, and a three-year tenure with USA Military Socafrica/Cat/I3 Technologies. She also worked for eight years at Ristorante Franco Castiglione. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities markets.

Robert Hays is a CFP® with 13 years of industry experience and is affiliated with Raymond James Financial Services Advisors, Inc. in Dallas, TX. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in an agricultural and property management business in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory Programs.

Alexis Lopez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group. Lopez is based in Dallas, TX, and is also employed by JPMorgan Chase Bank, allowing her to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized reporting. The firm combines quantitative and qualitative research in its process and offers access to broader derivatives and commodities capabilities.

Jon Weinstein is a CFP® with 54 years of industry experience, currently advising at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has operated Jon Weinstein Associates in affiliation with CFM for over three decades. Outside of advisory work, he serves as a FINRA arbitrator, participates on Louisiana State University's professional advisory council, and holds volunteer board and advisory roles with nonprofit organizations in Dallas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform allowing advisors to implement a variety of portfolio management strategies through affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Laura Cowden is a financial advisor at Morgan Stanley with 43 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment committee insights.

Katherine Husman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. She is an investor in Lucky & Good Consulting, LLC, a family asset protection entity focused on tax minimization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Timothy Peach is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Dallas, Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, incorporating firm-approved tools and research to support client strategies.

Douglas Bielefeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a background that includes eight years at Wells Fargo Advisors prior to joining Raymond James in 2017. Outside of his advisory role, he is the owner of Updog Investments, LLC and serves as Managing Director of Synergy Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to guide client decisions, while also supporting municipal and public finance through a unique affiliated municipal advisor.

Gary Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 45 years of industry experience. He has been with UBS Financial Services since 1980. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Chad Stephens is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Advisors in Dallas, TX, where he has worked since 2010. He holds Series 63 and Series 65 licenses and owns Starmont Wealth Management, LLC, an investment-related business based in Dallas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

John Mc Vicker is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers, with various portfolio implementation options and tax-aware strategies for investors with higher tax sensitivity.

Michael Parrelly is a Private Wealth Advisor and founding partner of the FP Group, with over 16 years of experience serving high net worth clients in the Dallas-Fort Worth Metroplex. He specializes in addressing the financial needs arising from sudden liquidity, inheritance, divorce, and other life-changing events, with particular expertise in guiding private company management teams to successful financial outcomes. Prior to joining Merrill Private Wealth Management, Michael held the position of Executive Director at J.P. Morgan's Private Bank, where his responsibilities expanded across investment analysis, portfolio management, wealth planning, lending advice, and banking solutions. Michael earned a Bachelor's Degree in Finance from the Eli Broad College of Business at Michigan State University, where he also played collegiate football. He completed the financial planning education component at the University of Texas and holds an Executive Education in Executive Presence & Influence from Wharton. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Active in the community, Michael participates with organizations such as the Dallas Film Society and Storehouse of Collin County. He lives in Dallas with his family and has interests that include travel, cinema, and culinary experiences.

Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Credit Suisse Securities, J.P. Morgan Securities, Stanford Group Company, and Merrill. He serves as a trustee for a family trust and is involved with a university advocacy foundation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a nationwide network of over 14,000 advisors.

Kristen Low is a financial advisor at Stifel with 14 years of industry experience and a Series 66 designation. She has previously worked at Northern Trust, Merrill, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on 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 in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in teaching and supply preaching at various churches. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a range of advisory programs, including third-party models and discretionary management, and provides ERISA fiduciary services to qualified plans.

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.