Taylor Wood is a financial advisor with Charles Schwab and holds a Series 66 designation. He has four years of industry experience, including prior roles at Amino Transport and Genuent. Wood is based in Westlake, TX. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Angela Lewis is a financial advisor with Merrill, holding a Series 66 designation and over four years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, Lewis owns two small businesses in Benbrook, Texas: Angela Crafts, where she teaches crafting classes, and Lewis Family Farm, which sells eggs and quail meat. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Justin Guess is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at FSC Securities Corporation, LPL Financial LLC, and CXI Advisors, LLC. Outside of advising, he is the owner of Circle G Agriculture, a farming and land management business. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing advisors with various strategies and tools to tailor client portfolios.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Austin Ault is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to his financial career, he worked in automotive sales and retail. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Karen Floyd is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior work includes 12 years at TD Ameritrade. She serves as a board member for the non-profit Dance Theatre of Arlington. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operations and due diligence on alternative investments.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles within Wells Fargo and Preferred Care at Home. Outside of her advisory work, she has a 50% ownership stake in Preferred Care at Home, where she contributes to administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to evaluate investment options within custodial platforms.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and JPMorgan Chase Bank since 2016, with prior experience at UBS Financial Services from 2009 to 2011. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence, and they offer specialized regulatory capabilities in derivatives and commodities.

Michael Conn is a financial advisor at Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank and had positions outside finance, including at Chick-fil-A. 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and due diligence from its research center.

Bradford Hutchins is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Texas Capital Bank, PNC, and UMB Bank. 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 offers a combination of non-discretionary and discretionary investment management utilizing multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Dylan Zepeda is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Roaring Fork, 4D Capital, and Charles Schwab Bank. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. Outside of his advisory work, he is co-manager of Fool Creek, LLC, an oil and gas investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed strategies, supported by a large network of financial advisors and branch offices nationwide.

Alicia Cerulla is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has held prior positions at Fidelity Investments and several Transamerica entities. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Brian King is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. Prior to joining Edward Jones, he worked at Travelex Insurance for six years and Medical Solutions for four years. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a fiduciary standard applied to its advisory services.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 credential and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. She also has prior experience with Target Corporation dating back to 1993. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Ryan Brooks is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade Clearing, Inc. and Charles Schwab Trust Bank, SSB. He is based in Westlake, TX. Charles Schwab & Co., Inc. 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 a combination of non-discretionary and discretionary investment options, supported by its scale and integrated operational structure.

Ralph Walker is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1995, also serving at Bank of America, NA since 2009. He maintains a separate investment-related business based in Fort Worth, Texas. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutional accounts.

Quentin Johnson is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade for seven years before joining Charles Schwab in 2021. 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, offering multi-asset model portfolios, due diligence on alternative investments, and integrated custody and brokerage services.

Deborah Johnson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services, as well as Axa Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services that include oversight of affiliated sub-advisers and a focus on addressing conflicts of interest.