Chelsea Fox is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at UBS Financial Services and Bank of America. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Ryan Anderson is a CFA® charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He is currently with Morgan Stanley in Dallas, TX, having joined its private bank and Smith Barney divisions in 2025. Prior to that, he worked at UBS Financial Services for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Renay Ferrucci is a financial advisor at UBS Financial Services with seven years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Cresset Capital, as well as an academic role at Southern Methodist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

James Benton is a Wealth Management Advisor and a partner of The Group AG, a multi-generational team of collaborative financial advisors. He serves a select group of families, retirement plan sponsors, and institutional clients, focusing on helping them pursue their financial goals through thoughtful advice and a disciplined approach. James operates within Merrill Lynch Wealth Management, leveraging its vast resources to provide comprehensive services. James holds a bachelor's degree from Georgetown University. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His expertise includes areas such as divorce transition planning, education planning, employee benefits planning, executive compensation, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, and sports & entertainment. In addition to his professional pursuits, James is involved with Dallas Animal Services. His approach emphasizes collaborative planning, multigenerational experience, and committed stewardship to serve clients effectively.

Alexander Schiess is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following eight years at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for a family estate planning trust and is a board member of a real estate property management company in Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Clayton Claunch is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2016. Outside of his advisory role, he owns and operates a property management business focused on short-term rental leasing. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Nicholas Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Texas Capital Bank. He is also employed by JPMorgan Chase Bank, enabling him to offer a range of bank products and services alongside his advisory work. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Corley Holland is a financial advisor at RBC Capital Markets with two years of industry experience. Prior to joining RBC in 2025, Corley worked at J.P. Morgan Securities and Corient (formerly Avalon Advisors). Outside of finance, Corley has been involved with the Junior Volleyball Association of Austin and Camp Longhorn. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and advisory programs that leverage both in-house and third-party resources.

Nathen Kingsland is a Series 66-licensed advisor with UBS Financial Services in Dallas, TX. He joined UBS in 2026 and has held various roles across industries including education and hospitality prior to entering financial services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Sean Cates is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where he is a partner of The Rose Cates Stein Group. Since joining Merrill in 2011, Sean and his advisory team have focused on developing strategies and providing advice tailored to high-net-worth individuals, their families, and their businesses to support both short- and long-term planning objectives. He has specialized experience in serving the special needs community and families with disabilities, offering customized recommendations to meet each client’s unique planning requirements. Sean began his career in financial services in 1998, with experience at Goldman Sachs and Bank of America before joining Merrill Lynch. He earned a Bachelor of Business Administration with a major in Entrepreneurship from Baylor University’s Hankamer School of Business. Professionally, he holds FINRA Series 7 and 66 registrations, as well as a Texas Group 1 Health, Accident and Health Insurance license. Sean has also served as Co-Chair of Bank of America’s North Texas Disability Action Network and has been recognized as a North Texas Future Leaders Graduate. In addition to his advisory work, Sean has delivered financial literacy education through organizations such as Operation Hope, Junior Achievement, and the Texas Department of Assistive and Rehabilitative Services’ DREAM program. He actively volunteers with several charitable organizations including March of Dimes North Texas, Make-A-Wish of North Texas, Special Olympics of Texas, Donate Life, Southwest Transplant Alliance, Southwest Transplant Foundation, and Best Buddies Texas, where he previously served on the advisory board. He resides in McKinney, Texas, and is the father of his son Carter, a multivisceral, five-organ transplant recipient.

Reece Tiras is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2026, he completed his education at the University of Texas at Austin and held roles at Emery/Weiner School and Pin Oak Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ian Mc Farlane is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and having one year of industry experience. He has been with J.P. Morgan Securities since 2023 and has prior experience at JPMorgan Chase Bank, N.A. since 2017, as well as Inter-Commercial Business Systems. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Zachary Langevin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Broadstreet Partners and JPMorgan Chase Bank. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services alongside investment advisory. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexis Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Lopez worked at The Vanguard Group from 2021 to 2024. Lopez is also employed by JPMorgan Chase Bank, enabling the offering of certain bank products and services. 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 when recommending strategies.

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.

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.

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.

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.