Juliann Vidaurri is a financial advisor with Fidelity in Arlington, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive capabilities in commodity pool operations and application of AI-driven methodologies.

Daniel Stratton is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and previous positions outside the financial sector. 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 model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

John Ryan is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Merrill since 1989 and also has experience at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a family-held LLC that owns a second home in Telluride. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm utilizes multiple program strategies with a focus on manager selection and tax-efficient implementation, supported by its affiliation with Bank of America and a broad capital markets platform.

Fabrice Onomo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Best Buy, Heliana's Pharmacy, and the Department of Public Health Cameroon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 Financial Advisors and its Estate Planning Strategies Group.

Kelly Bevis is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Bevis worked at Wells Fargo Advisors LLC from 2009 to 2016. Bevis serves as a finance committee member for United Community Centers and is the treasurer for the National Charity League Fort Worth Chapter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Richard Hammond is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has previously worked at Symonds Wealth Management, Principal Securities Inc., Principal Life Insurance Company, Moloney Securities Co., Inc., Alexander Capital LP, and EDI Financial, Inc. Outside the advisory field, he is associated with Hammond Asset Management, Inc. and Pine Bark Timberland, LLC, which are business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

John Bator is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent 15 years at Century Management. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

William Beckworth is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation and with 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2017 and has been with Merrill and Bank of America since 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Adeniji is a CFP®-credentialed financial advisor with J.P. Morgan Securities in Fort Worth, TX, and has 24 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he has been involved with Be Legend Gaming, LLC from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gage Gwin is an Executive Planning Consultant at Fidelity Investments, where he assists executives in working toward their financial goals through benefits utilization and wealth planning. His role involves building relationships with clients, understanding their priorities, and identifying strategies to support a secure financial future. Gage's experience at Fidelity Investments spans several roles since 2020, including Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. This progression reflects his involvement in various aspects of financial planning and benefits consulting. He holds a California Insurance License.

Jamie Yanez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Yanez worked at BBVA Securities Inc. and Compass Bank. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Samuel Rouse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at JPMorgan Chase Bank NA since 2015 and has held advisory roles at JPMorgan Securities LLC during multiple periods totaling seven years. 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 through a select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Sindhu Marakkanam is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles in academic and educational settings, such as the University of Texas at Dallas, UTD Reasoning Lab, and Kumon Math and Reading Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Mc Adams is a financial advisor at Merrill with 32 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 designations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Asad Motiwala is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he is involved in audio and visual services through Pixel One Av LLC and owns Visions Entertainment Inc., a wedding DJ and event coordination business. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keenan Levy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to his financial services career, he held roles in event operations and retail. 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 process is IPS-driven and includes investment policy preparation, performance reporting, participant education, and fiduciary investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Rachelle Wagner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Merrill and Ameriprise Financial Services, Inc. Outside of her advisory role, Wagner co-owns Alarm Control Technicians, Inc., a non-investment related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven approach grounded in modern portfolio theory. The firm’s service offerings include investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates to assist clients in developing financial plans.

Kimberly Pruitt is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 65 and Series 63 designations and bringing 18 years of industry experience. She previously worked at NFP Retirement and NFP Advisor Services. Outside of advising, she owns KD Luxe Ventures, LLC, a business she manages through a hired manager. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers various financial planning and consulting services and utilizes multiple portfolio management styles supported by affiliated research and managers.