Juliann Vidaurri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research and quantitative analysis in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 concurrently employed by JPMorgan Chase Bank, allowing him to offer a range of banking products and services alongside his advisory duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized manager due diligence.

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 two years of industry experience. He has been with J.P. Morgan Securities since 2023 and previously worked at JPMorgan Chase Bank, N.A. and Inter-Commercial Business Systems. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary wealth advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Zachary Langevin is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Broadstreet Partners. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes expanded capabilities in derivatives and commodities.

Alexis Lopez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group. Lopez is based in Dallas, TX, and is also employed by JPMorgan Chase Bank, allowing her to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized reporting. The firm combines quantitative and qualitative research in its process and offers access to broader derivatives and commodities 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.

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.

John Mc Vicker is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers, with various portfolio implementation options and tax-aware strategies for investors with higher tax sensitivity.

Michael Parrelly is a Private Wealth Advisor and founding partner of the FP Group, with over 16 years of experience serving high net worth clients in the Dallas-Fort Worth Metroplex. He specializes in addressing the financial needs arising from sudden liquidity, inheritance, divorce, and other life-changing events, with particular expertise in guiding private company management teams to successful financial outcomes. Prior to joining Merrill Private Wealth Management, Michael held the position of Executive Director at J.P. Morgan's Private Bank, where his responsibilities expanded across investment analysis, portfolio management, wealth planning, lending advice, and banking solutions. Michael earned a Bachelor's Degree in Finance from the Eli Broad College of Business at Michigan State University, where he also played collegiate football. He completed the financial planning education component at the University of Texas and holds an Executive Education in Executive Presence & Influence from Wharton. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Active in the community, Michael participates with organizations such as the Dallas Film Society and Storehouse of Collin County. He lives in Dallas with his family and has interests that include travel, cinema, and culinary experiences.

Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Credit Suisse Securities, J.P. Morgan Securities, Stanford Group Company, and Merrill. He serves as a trustee for a family trust and is involved with a university advocacy foundation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a nationwide network of over 14,000 advisors.

Kristen Low is a financial advisor at Stifel with 14 years of industry experience and a Series 66 designation. She has previously worked at Northern Trust, Merrill, and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Rachelle Wagner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. Prior to joining Wells Fargo Clearing in 2019, she worked at Merrill and Ameriprise Financial Services. Outside of her advisory work, she co-owns and manages Alarm Control Technicians, Inc., a family business in Fort Worth, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines internal research with third-party analytics and offers a range of brokerage and advisory solutions.

Grant McVeigh is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals and families to create personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. Grant provides guidance on a range of financial matters including investing, retirement planning, saving, and access to banking, credit, home financing, and small business solutions through Bank of America specialists. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Grant holds the designation of Personal Investment Advisor (PIA). Grant earned a Bachelor's Degree from the University of Texas at Austin. Born and raised in Dallas, Texas, he maintains strong ties to the community. Outside of his professional work, Grant spends time with his family and friends, travels, attends Dallas sporting events, and supports the Texas Longhorns during football season. His approach focuses on understanding what matters to clients and their families to develop strategies that pursue their financial objectives.