Walter Johns is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves in formal advisory roles to multiple registered investment companies.

Christine Brady is a financial advisor at Edward Jones in Pantego, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, she worked at the University of Texas at Arlington and operated a marketing consulting business, Create Media Group. She continues to own the consulting firm, which provides online advertising and marketing services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large national advisor and branch network.

David Yost is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 1998, respectively. Outside of his advisory work, Yost serves on the boards of the Plaza Turtlecreek Homeowners Association and the Dallas Diocese Education Endowment Trust, where he participates in investment committees. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Laura Stahlhut is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2021, following positions at BKD LLP and Tolleson Wealth Management. 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, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Steven Wignall is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Raymond James & Associates, Stifel Nicolaus & Co Inc, and Bank of America. Outside of finance, he is a co-founder and shareholder of Applied Silver Inc., a company that produces a patented antimicrobial laundry additive. 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, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Agnew is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 license and previously worked at CITI Private Bank for six years. Ryan is based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Cody Miller is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Atlas Fund Ltd, Masterson Advisors LLC, and Hilltop Securities Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Waldson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Strategic Advisers, Inc and Fidelity Brokerage Services, LLC. J.P. Morgan Securities 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.

Laura Godfrey is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS Financial since 2009. In addition to her advisory work, she is involved in a wedding planning business, providing day-of assistance for events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management based on clients’ goals and risk tolerances.

Megan Disimile is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to UBS, she worked at J.P. Morgan Securities and JPMorgan Chase Bank NA for over a decade and has experience with lacrosse organizations including Highland Park Lacrosse and 214 Lacrosse. Megan serves on the junior board of Capital for Kids, an organization focused on raising awareness and supporting grant recipients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Harold Cook is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Cook is a partner at Legacy Star Enterprises LTD and serves as a trustee and partner in affiliated investment entities based in Dallas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market scenario modeling.

Brian King is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with both advisory and brokerage capabilities and delivers its program on a non-discretionary basis.

Ryan Berube is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with UBS Financial Services since 2015. He serves on the Board of Directors for the Southwest Chapter of the US Olympians & Paralympians Association, where he is involved in grant decisions and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Kiyana Moy is a financial advisor at Edward Jones in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan, Homepoint Financial Corporation, Auburn Ventures LLC, Mary Kay, and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Elliot Gardner is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley, he worked at Pacer Financial, Accelerator Capital Group, and notably spent five years at Pacific Investment Management Company (PIMCO). Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Mason Delp is a financial advisor with Edward Jones in Red Oak, Texas, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved in various entrepreneurial and community activities, including running Mason Delp Music and participating in musician shows across Dallas associated with Herman Marshall Distillery and SoFar Sounds Venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Robin Lott is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Hodges Capital Management, First Dallas Securities, and Oppenheimer and Co Inc. Outside of his advisory work, he has been involved as an insurance agent focused on investment-related insurance sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates both as a broker-dealer and an investment adviser, providing a range of services including portfolio management, financial planning, and capital markets activities.

Robert Fisher is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of finance, he works as a freelance engraver specializing in drinkware and awards. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Philip Kruger is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked for AllianceBernstein for nine years before joining UBS in 2023. Kruger serves on the boards of Ellis County Fresh Water Supply District No. 1 and Johnson County Fresh Water Supply District No. 2, where he is involved in overseeing district operations and approving residential development activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates as a broker-dealer, investment adviser, and futures commission merchant.

Patrick Bowen is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the downtown Dallas office. He primarily focuses on serving corporate executives, founders of privately held companies, and their families by delivering the firm's wealth management platform. Patrick assists clients through an in-depth discovery process to understand their financial objectives, manage concentrated positions, and build strategies aimed at attaining their financial goals. He also administers benefit plans for publicly traded companies as an Equity Plan Consultant. Patrick began his career at the firm in 2007 as an intern and has spent his entire professional career there since joining in 2008. Before relocating to Dallas, he was part of the Private Executive Services team in Merrill's Private Wealth Management Group in New York City and continues to maintain close partnerships with that team. His areas of expertise include corporate executive services, executive compensation, equity compensation services, and tax minimization. He holds a bachelor's degree from the J. William Fulbright College of Arts and Sciences at the University of Arkansas. Patrick has earned the Certified Investment Management Analyst (CIMA) designation, administered by the Investments & Wealth Institute® in conjunction with The Wharton School of Business. He also holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). Patrick resides in the Kessler Park neighborhood in Dallas with his wife and three children. Outside of work, his interests include baseball, basketball, football, genealogy, reading, soccer, and spending time with his family. He is dedicated to community involvement and volunteerism in the areas he serves.