Megan Danko is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Trevor Fahr is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Michael Salinaro is a financial advisor with Stifel, Nicolaus & Co., Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Stifel since 2001. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Link is a CFP® and CFA® with 22 years of industry experience. He has been with Link Financial Corporation, an independent firm based in Dallas, TX, since 1983. Outside of his advisory role, he serves as president and business manager of a separate family-run consulting business that assists nonprofit organizations and families with college selection and admission. Link Financial Corporation operates as a sole-advisor independent firm. The firm focuses on providing personalized financial advice tailored to individual client needs.

Christopher Barton is a financial advisor at Point 16 Capital, LLC in Dallas, TX, with 7 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Point 16 Capital since 2015. Point 16 Capital is an independent firm with a sole advisor serving clients.

Jeffrey Clark is the principal at Clark Financial LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 17 years of industry experience, having founded and operated Clark Financial LLC since 2009. Clark Financial LLC provides discretionary investment advisory and portfolio management services primarily to individual clients, while also serving a small institutional clientele. The firm employs common percentage-of-assets-under-management fee structures as well as performance-based fees in certain cases.