Meghan Cave is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, using systematic methodologies and long‑term asset allocation benchmarks.

Joseph Fiore is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including ZINNBURGER and Allied Wealth Partners. He served as a co-chair for the National Association of Insurance and Financial Advisors Youth Advisory Team, a board role focused on engaging youth and promoting the importance of young advisors in financial services. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Lane Mcgowen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at the University of Dallas for four years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Ryan Merkel is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and is currently affiliated with Bank of America, N.A. since 2019. Outside of his advisory role, Merkel is managing member and general partner of Even Eye Enterprises, LLC, a company that creates and sells children's toys, and he is also involved in creating and selling art and written works. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Brandon Ritchie is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brandon works to help clients develop personalized wealth management plans aligned with their financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America. Brandon holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the Oklahoma State University System. Outside of his professional role, he enjoys cooking, fishing, football, and golfing. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies.

Keith Burrus is a financial advisor with Thrivent Investment Management in Irving, TX, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Edward Jones, Ministry Brands, and Pray.com. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”

Jacob Poindexter is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2020, following prior roles at Bank of America and Merrill. His background also includes positions in education and healthcare-related organizations. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory models with access to discretionary separately managed accounts, offering multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Jennifer Kilby is a CFP® professional based in Westlake, TX, affiliated with Charles Schwab. She has 26 years of industry experience, including prior roles at The Vanguard Group, Fisher Asset Management, and various wealth management firms. She is also the author of a book on communication. 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 combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and is part of the Campanello Wealth Management Group. Jackson focuses on client areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and maintains several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is bilingual in Spanish and English. Jackson serves as a board member for the Culverhouse College of Business Board of Visitors. Outside of his professional work, he enjoys cooking, football, golfing, music, running, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Eric Charway is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Robinhood and TD Ameritrade, along with involvement in entrepreneurial and nonprofit activities such as Crepes n Things LLC and the Roby House Alumni Foundation Inc. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

William Brawley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously employed at IronPlanet for nine years. 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 an ESG eligibility framework in its recommendations.

Carlos Calderon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and seven years of industry experience. He previously worked at Charles Schwab and Frost Bank before joining Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special-needs analysis, and divorce.

Winston Trotter is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise and its related entities since 2014, with brief periods outside the industry. Outside of advising, he is also a high school and college basketball referee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides customized retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Bo Pang is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations. He has 14 years of industry experience, including ten years at TD Ameritrade prior to joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

James Lee is a Series 66 credentialed financial advisor with Fidelity Investments and has worked in the industry since 2023. Prior to joining Fidelity, his background includes roles in education and tutoring services. He is engaged in tutoring and educational activities, assisting students with various academic subjects and learning skills. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Christian is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the same firm, including Financial Consultant I, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2025. Prior to joining Fidelity Investments, Austin worked as an Associate Transition Consultant at Cambridge Investment Solutions Inc. from 2018 to 2020. Austin holds insurance licenses for Arkansas and California. He emphasizes building lasting partnerships with clients and their families based on trust, commitment, and communication. He aims to assist clients in making important financial decisions throughout their lifetime and ensures they understand the overall plan for their wealth and any necessary adjustments along the way.

James Lippy is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he co-owns a short-term rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset approach and integrated custody and brokerage services.

Maxwell Landgraf is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors since 2003, including time with its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.