Michael Parrelly is a Private Wealth Advisor with Merrill Private Wealth Management and a founding partner of the FP Group. He has over 16 years of experience serving high net worth clients, particularly in the Dallas-Fort Worth Metroplex. His expertise includes managing sudden liquidity events, inheritance, divorce, and working closely with private company management teams. Prior to his current role, Michael spent 12 years at J.P. Morgan's Private Bank, where he gained experience in investment analysis, portfolio management, wealth planning, lending advice, and banking solutions. Michael holds a Bachelor's degree in Finance from Michigan State University's Eli Broad College of Business. He completed the educational component of the CFP® certification at the University of Texas and attended an Executive Education course at Wharton. He holds professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). He lives in Dallas with his family and is involved in the Dallas Film Society and Storehouse of Collin County. His personal interests include travel, cinema, culinary experiences, and various adventure sports.

Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust and is a part owner of several investment-related LLCs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gavyn Wehe is a financial advisor with Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Robinhood Markets, Charles Schwab & Co., Inc., and Lockheed Martin, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kristen Low is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Merrill and Northern Trust. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Hearn is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in teaching and supply preaching at various churches. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a range of advisory programs, including third-party models and discretionary management, and provides ERISA fiduciary services to qualified plans.

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.

Andrew Oconnell is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

James Watson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2013 to 2017. Outside of his advisory role, Watson is a 50% owner of MVEMENT LLC, a CrossFit gym supporting coaches and staff, and MVEMENT RX LLC, a health spa addition to the gym. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barry Pechenik is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Prior to that, he was employed at Credit Suisse Securities and UBS Financial Services. Outside of his advisory role, he serves on the Investment Committee of the Texas Exes Alumni Association, a charitable organization based in Austin, TX. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through comprehensive financial and estate planning services.

Isabella Gough is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her career includes roles at Merrill Lynch, Bottomline, TreasuryXpress, and KMB Collection, as well as a period at The University of Mississippi. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Armando Flores is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A. since 2022 and a brief employment at Whataburger in 2016. Outside of his advisory role, he participates in Amazon Flex, delivering packages. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Taylor Lambert is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Lambert is involved in property management as the sole owner of a real estate business in San Jose, California. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Timothy Dierkes is a CFP® professional with 32 years of experience in the financial industry. He has worked at LPL Financial since 2011 and previously spent 17 years at CUNA Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and is based in Richardson, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive resources with a broad network of investment adviser representatives.

Cody Slawson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advisory services through a network of representatives and utilizes third-party asset managers and various advisory programs to match clients with appropriate investment models.

Morgan Fleming is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning arrangements.

Sadie Scott is a financial advisor at Raymond James Financial in Dallas, TX, holding a Series 66 designation. She has recently transitioned from roles in education, including four years at Dallas Baptist University and seven years at Sulphur Springs schools, to her current position at Raymond James since 2025. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools, supporting clients through its advisory programs and a broad network of affiliated advisors.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

Preston Taylor is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2026, following prior roles in academic and sports management environments, including multiple positions at Texas Christian University and a stint with Steelhead Capital Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Christian Flory Jr. is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise and its affiliate since 2017. Outside of his advisory role, he owns CEF Strategic Consulting LLC, a consulting business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, delivering tailored financial planning and consulting services through a broad range of portfolio management styles and affiliated research.