Elizabeth Soto Calva is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2020. Prior to her advisory role, she was a homemaker and community volunteer with The Ferreyra Family. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, integrating brokerage, custody, and advisory services within a centralized operational structure.

Christopher Ledezma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has been with Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of financial products and services supported by research from Wells Fargo Investment Institute and third-party analytics.

Christine Atwell is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity Investments, she was affiliated with Fidelity Brokerage Services, LLC for seven years and has experience as a self-employed professional and in design through Christine & Co. Design, LLC. She was also involved with the Plaza Theater Company for eleven years. Fidelity’s Strategic Advisers LLC, where she is based, provides 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 develop model portfolios and serves in advisory capacities to registered investment companies and fund-of-funds.

Liam Broughton is a financial advisor with Fidelity Investments in Westlake, TX. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual and various roles during his studies at Texas Christian University. Outside of advising, he was involved in student activities at Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple advisory and sub-advisory arrangements.

Kristopher Jantzen is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Cetera and Allstate Financial Advisors. He is also associated with American Airlines Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Marci Prather is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Denali Wealth Management, New York Life, and LHC Group, Inc. before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls and formal governance procedures.

Alicia Lara is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. She has previously worked with American Airlines Financial Credit Union and serves as an owner of Texas Tinge LLC, a non-investment-related business. Lara also has a seven-year affiliation with the University of Texas at Arlington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary investment strategies supported by research and technology tools.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he is an owner/member of a real estate LLC. Robinson is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

Jesse Plata is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates ESG criteria within its recommended investment strategies.

Ryan Towe is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab & Co. since 2022, following a 13-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, a dedicated research center, and a formal alternative investment program.

Mark Meyer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked within various Fidelity entities, including Fidelity Brokerage Services LLC since 2001 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a commodity pool operator and serves multiple registered investment companies, incorporating algorithmic methods and AI in its investment process.

Peter Bloch is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, Senior PAS Portfolio Specialist, Financial Consultant, and currently Vice President, Financial Consultant since 2026. His experience encompasses client management, portfolio specialization, and financial consulting. He holds insurance licenses for Arkansas and California. Peter aims to understand clients as individuals, supporting their financial success and confidence. Outside of work, Peter has interests in beach activities, fitness, painting, and parenthood.

Christian Gardner is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Pinnacle Bank, First Service Residential, Autozone, and Navarro. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, serving a broad range of investors.

Michael Scoma is a financial advisor with Edward Jones in Southlake, TX, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved as a guitar player and promoter for the Scoma Jazz band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory solutions. The firm supports over 23,700 advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Angela Taliaferro is a CFP® professional with 27 years of experience in the financial services industry. She is currently an advisor at Charles Schwab, where she has worked since 2022, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Her background also includes positions at the University of Alabama. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a comprehensive alternative investments program.

Robert Molard is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Holly Manton is a CFP® and ChFC® with 20 years of industry experience, currently affiliated with Cetera. She has an extensive background primarily with Avantax prior to joining Cetera in 2024. In addition to her advisory work, she serves as a board member of the Winding Creek Estates Homeowners Association, where she contributes to community communications and event planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

George Webb is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Fidelity since 2023 and previously attended Baylor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight of delegated sub-advisers.

Stephen Smoak is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Schwab, he worked as a freelance baseball writer and analyst and was involved in daily fantasy sports for several years. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Adam Heaton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Heaton has been with Fidelity Investments since 2008, holding several positions including Fixed Income Specialist, Managed Accounts Portfolio Specialist, Managed Solutions Consultant, and Managed Accounts Senior Portfolio Specialist prior to his current role. This extensive experience reflects his focus on investment management and portfolio consulting. Outside of his professional work, Heaton engages in activities such as camping, golf, outdoor adventures, volunteering, and yoga.