Duran Allen is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial in two separate periods totaling 11 years and held positions at Cetera and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hayden Holley is a Wealth Management Advisor with Holley & Associates, affiliated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized wealth management strategies that align with each client's goals, values, and circumstances. Hayden focuses on building enduring relationships and helps clients navigate important financial and life transitions. Prior to joining Holley & Associates, Hayden gained experience at a Big Four accounting firm. He holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hayden's expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Hayden enjoys cooking, golfing, traveling, coaching youth baseball, and spending time with his family. He resides in Colleyville with his wife, Mackenzie, and their three children, Pierson, Grayson, and Payton. Hayden does not provide tax advice in his current role at Merrill Lynch.

Madison Quattrochi is an Investment Management Consultant II at Fidelity Investments. She partners with Financial Consultants to collaborate with clients in creating financial plans, aiming to build long-lasting relationships and inspire dedication through commitment to Fidelity's core beliefs. Madison's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2023, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to her tenure at Fidelity, she was a Branch Manager at First National Bank Texas from 2014 to 2021. She holds insurance licenses in Arkansas and California. Outside of her professional work, Madison has interests in baseball, cooking and baking, reading, theater, traveling, and volunteering.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Sepe is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Extended Travel, Tribe Transportation, and KLLM Transport Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often involve multi-manager and fund-of-funds structures.

Luke Zaskoda is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in real estate as a licensed realtor representing buyers and sellers in residential transactions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement with registered investment companies, use of systematic methodologies, and formal advisory role in model portfolio delivery.

Amy Benoit is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of finance, she was self-employed with USA Travels from 2016 to 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Williams is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Enterprise Holdings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Parker Smith is a Financial Consultant at Fidelity Investments, where they have been working since 2026. Parker collaborates with clients to provide comprehensive planning aimed at achieving financial independence through personalized wealth and retirement strategies. Parker has extensive experience within Fidelity Investments, having held various roles since 2016. These positions include Investment Management Consultant III, II, and I, Investment Solutions Representative, and Financial Representative. This progression highlights Parker's experience in investment management and client service within the financial sector. Outside of their professional work, Parker's personal interests include camping, family activities, golf, pets, and snowboarding.

James Lipari is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving clients at UBS Financial Services since 2015. He is based in Fort Worth, Texas. Outside of his advisory role, Lipari is involved with the Big Brother Big Sisters of Kansas City Alumni Board of Directors and serves as a board member and advisor for Urban Bounty Farms, a small hydroponic farm operated by his family. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial products and services through its platform.

Heather Borges is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held roles at Il Bracco, Hudson House, Bullion, and Victor Tangos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm integrates systematic methodologies, algorithmic portfolio construction, and oversight of affiliated and unaffiliated sub-advisers in its investment approach.

Erica Reidel is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at McDowell Label. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and advisory work for registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Leonard Segal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020, following six years at Raymond James & Associates. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Abuhena Hares is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity since 2019 and a position at Swarthmore College from 2019 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its registration with the CFTC, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in investment processes.

Marisa Brazeel is a financial advisor at Morgan Stanley with six years of industry experience and holds a Series 66 designation. She previously worked at Merrill from 2019 to 2024 and has experience with Aerotek-TD Ameritrade and Oklahoma State University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without making individual security recommendations as part of standalone plans.

Debra Faller is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Justin Lemish is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering comprehensive wealth management strategies tailored to clients' financial goals. He has been a Financial Professional since 2013, leveraging the investment insights of Merrill Lynch and banking resources of Bank of America to address various aspects of clients' financial situations. Justin works closely with clients to develop personalized financial plans aimed at achieving long-term financial security. Justin specializes in services for defined benefit and defined contribution plans, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He also assists small and medium businesses with employee benefits by providing access to the firm's fiduciary advisory services. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Justin graduated Magna Cum Laude from Tarleton State University with a Bachelor's Degree in Finance. He is a member of the Champions Rotary Club of Justin, Texas, the Sigma Chi Fraternity, and the Tarleton State University Alumni Association. He and his wife, Dr. Alex, live in Justin, Texas, with their two sons and four pets. Justin enjoys sporting events, traveling, meeting new people, dining out, and is an avid fan of the Dallas Cowboys and Texas Rangers.

Mary Severin is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She worked at Merrill for 20 years before joining her own practice briefly, then Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Olivia Daley is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her prior work includes roles at Peloton, Chipotle, DoorDash, Buffalo Wild Wings, Victoria's Secret, Target, and Panera Bread. Strategic Advisers LLC, a Fidelity Investments company where she is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it offers model portfolios through intermediary platforms.