Steven Dziobak is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he is involved with DzioBak Clothing Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

Kevin Johnson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Johnson is based in Dallas, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Michael Neff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at UBS Financial Services for 17 years. He is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Robin Brezik is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 designations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Taylor Cohen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Taylor worked at William Blair and Company and Pirate Labs, and has an academic background including four years at Southern Methodist University. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Gunawan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, Leslie held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. Leslie is involved in philanthropic and community activities, including serving as treasurer of Kidd's Kids – The Kraddick Foundation and holding board roles with The Lamplighter School and Parish Episcopal School in Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management, supported by proprietary research and institutional trading capabilities.

Patrick Carrigan is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he is involved in nonprofit organizations, serving on the board and finance committee of the Episcopal Foundation of Dallas as well as participating with The Dallas Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and fiduciary financial planning.

Donald Kinsey is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Stifel Nicolaus & Co Inc for ten years. Outside of his advisory role, he serves on the board of Kinsey Entertainment in Heath, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies and access to both in-house and third-party investment managers.

Anthony Moreno is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various roles within J.P. Morgan firms since 2023. Moreno’s background includes positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Valley Bank, as well as a role at Southern Methodist University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Jennifer Durossette is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has worked at Morgan Stanley since 2013. Outside of her advisory role, she manages a family investment holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Philip Disspain is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he has involvement with Uber in transportation and logistics. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tasha Cunningham is a Series 66-licensed financial advisor with Edward Jones, based in Forney, TX, with one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Farmers Insurance Group for twelve years. Outside of her advisory role, she operates a home bakery called Sweet T's Treats as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Richard Holman is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Robert Baird & Co. and has previously worked at Northwestern Mutual and Robert W. Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mario Walker Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Lincoln Financial Advisors Corporation and Primerica. Outside of his advisory work, he is involved with ELS Vision Wealth Management, where he serves as an agent for equity indexed annuities and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a large network of advisors, offering integrated financial planning, investment advisory services, and access to multiple third-party money managers and managed account platforms.

Riley Goethals is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2019. He has a total of seven years of industry experience, including prior roles at OrderMyGear and Blitzn Retail Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

La Toya Martin is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and 1ST Global Capital Corp. Outside of her advisory role, she owns and operates a blogging business called The Gospelnista and has had entrepreneurial involvement with a former restaurant, Tasty's Barbecue & Turkey Leg Connection. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, offering various asset allocation approaches and tax-sensitive options.

Satyaprasad Chakravarthy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Karina Mejia is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at various J.P. Morgan entities since 2008, including JPMorgan Chase Bank, N.A. Her roles span both the securities and banking sectors within the firm. 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 applying an ESG eligibility framework in its recommendations.

Andrew Clark is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mass Mutual Life Insurance Co. Outside of finance, he is involved with Lonestar Vending, LLC. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Angela O'daniel is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the sole proprietor of Testimonial Feedback. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and analytical tools to develop financial plans.