Laura Marquard is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Kent Huang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, and previously held roles at RBC Capital Markets and Citigroup Global Markets. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Sara Ramadan is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at Artisan Design Group, DealerSocket, Pfs Investments Inc., and Primerica Financial Services. Outside of her advisory work, she represents Scentsy, a company specializing in scented wax and cleaning supplies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

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.

Mario Lopez is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Dallas, TX since 2020. Prior to joining Ameriprise, he worked for Edward Jones for 21 years. He serves on the Board of Directors for The Senior Source, a nonprofit organization in Dallas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized retirement planning through a centralized consulting team.

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.

Jonathan Griego is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2018 and previously worked at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 designations and is based in Dallas, TX. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services with a range of separately managed account programs and utilizes both internal research and external partnerships to support client advice.

Ben Thomas is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation with 24 years of industry experience. He has previously worked at Morgan Keegan & Company, LLC and RBC Capital Markets before joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party resources.

Bradley Perry is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2014. Perry receives residual insurance commissions from prior business activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. The firm’s integrated structure supports a large client base with centralized supervision, custody, and order routing.

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.

Justin King is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Ameriprise since 2006, including six years in his current role in Dallas, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written Recommendation Reports and ongoing tax-aware planning for clients approaching or in retirement. The firm uses a centralized service team and proprietary tools to support its non-discretionary implementation approach within a defined investment universe.

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.