Paul Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Paul earned a Bachelor's Degree from Philadelphia University. His role involves providing financial advisory services within the wealth management sector.

Roxana Nelson is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior roles include positions at Johnson Financial Group and service with USA Military Socafrica/Cat/I3 Technologies. 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 multiple market-facing registrations and functions.

Lauren Lattig is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked for Claire's from 2007 to 2019. Outside of her advisory work, she owns and manages Vintage & Lace, a retail store selling clothing, home décor, candles, and jewelry in Greenville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Robert Hays is a CFP® with 13 years of industry experience and is affiliated with Raymond James Financial Services Advisors, Inc. in Dallas, TX. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in an agricultural and property management business in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory Programs.

Alexis Lopez is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Lopez worked at The Vanguard Group from 2021 to 2024. Lopez is also employed by JPMorgan Chase Bank, enabling the offering of certain bank products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Jon Weinstein is a CFP® with 54 years of industry experience, currently advising at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has operated Jon Weinstein Associates in affiliation with CFM for over three decades. Outside of advisory work, he serves as a FINRA arbitrator, participates on Louisiana State University's professional advisory council, and holds volunteer board and advisory roles with nonprofit organizations in Dallas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform allowing advisors to implement a variety of portfolio management strategies through affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

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.

Katherine Husman is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, she is an investor in Lucky & Good Consulting, LLC, a family asset protection entity focused on minimizing tax liability. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process and centralized due diligence. The firm offers these services on a non-discretionary basis, combining advanced modeling with an ESG eligibility framework in its recommendations.

Timothy Peach is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Dallas, Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, incorporating firm-approved tools and research to support client strategies.

Douglas Bielefeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a background that includes eight years at Wells Fargo Advisors prior to joining Raymond James in 2017. Outside of his advisory role, he is the owner of Updog Investments, LLC and serves as Managing Director of Synergy Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to guide client decisions, while also supporting municipal and public finance through a unique affiliated municipal advisor.

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.

Chad Stephens is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Advisors in Dallas, TX, where he has worked since 2010. He holds Series 63 and Series 65 licenses and owns Starmont Wealth Management, LLC, an investment-related business based in Dallas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

John Mc Vicker is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. 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.

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.

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, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in various churches through teaching and supply preaching. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

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.