Melanie Straughan is a Financial Consultant I at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Melanie was a Financial Consultant at Equitable from 2019 to 2022. In her roles, Melanie partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. She focuses on enabling clients to make measurable changes in their financial lives through comprehensive financial planning and investment guidance.

Lindsey Vickers is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AXA Advisors and McElvain Oil Company, where she also serves as an administrative assistant outside of her advisory role. Lindsey is based in Dallas, TX. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and investment strategies utilizing both in-house and third-party managers.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Kelton Jr. is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Nina Threets is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. She is the founder of ManHERisms Inc, a nonprofit focused on educating and supporting women entrepreneurs through interviews, workshops, and networking. Threets also serves as Vice Chair of Abide Women's Health Services, a nonprofit aimed at improving birth outcomes in underserved communities, and she participates in several Dallas-based organizations that support women and children in need. 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 an ESG eligibility framework to guide its recommendations.

Aaron Brandes is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously operated Brandes Enterprises from 2009 to 2020 while maintaining a role at Wm Financial Services since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Trent Brining is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Copper Financial Network LLC for eight years before joining Wells Fargo Clearing in 2024. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a blend of brokerage and advisory solutions.

Thomas Eades is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers, leveraging its capital markets capabilities and affiliated asset management resources.

Rim Yahia is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has worked at Robert W. Baird since 2017 and previously spent six years with Morgan Stanley Smith Barney LLC. Rim holds a Series 66 designation and is based in Dallas, TX. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separates advice and portfolio fees through various managed account strategies and ongoing manager monitoring.

Michael Sell is a Series 66-registered financial advisor with Thrivent Investment Management, based in Dallas, TX. He has 23 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory work, he is the sole owner of Musterion Inc, a property management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority.

Aspen Reid is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS, Reid worked at Ming Entertainment and attended the University of Alabama. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and customized portfolio solutions.

Diana Farrar is a financial advisor with Primerica Advisors in Carrollton, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Farrar is also a contracted author with AuthorHouse Publishing Company in Carrollton. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process to implement its investment models.

David Wire is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2020. Outside of advising, he owns Wire Consulting Group, a marketing and consulting business based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Christopher Palamara is a CFA® charterholder and holds Series 66 and Series 63 licenses, with 12 years of experience in the financial services industry. He is currently a financial advisor at UBS Financial Services in Dallas, TX, where he has worked since 2019 through various related roles. His prior experience includes positions at J.P. Morgan Securities, Merrill, Kestra Financial Services, and Halcyon Wealth Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services including futures commission merchant activities, principal trading, underwriting, and affiliated banking programs.

Dominic Young is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A., and Merrill since 2014. He is based in Fort Worth, Texas. 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 and profit-sharing plans, corporations, and charitable organizations.

Grant Clay is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise in Dallas, TX. Prior to joining Ameriprise in 2024, he worked at Edward Jones for seven years and has a background in engineering consulting from his time at Pacheco Koch Consulting Engineers. Outside of his advisory role, Clay owns a business focused on buying and selling trading cards and sports memorabilia. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tucker Wadkins is a Series 66-licensed financial advisor with UBS Financial Services in Dallas, TX, and has five years of industry experience. Prior to joining UBS, he worked at the PGA Tour for three years and held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, blending proprietary research and model-based asset allocation to tailor portfolios aligned with clients’ goals and risk tolerances. The firm offers a broad platform including institutional trading capabilities, wealth management, and affiliated banking services.

Stetson Saunders is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015. 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.

Alan Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Jake Di Nucci is a CFA® charterholder with 10 years of industry experience, currently serving at J.P. Morgan Securities in Dallas, TX. He has previously worked at Fidelity Investments and is the owner and partner of Princeton Legacy Partners, LLC, an investment vehicle pooling family capital for passive investments in private companies. 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.