Michael Jones is an Investment Solutions Representative III at Fidelity Investments. He collaborates closely with individuals and families to understand their unique financial circumstances and develop strategies tailored to their short-term priorities and long-term financial goals. He has progressed through various roles at Fidelity Investments since 2023, including Investment Solutions Representative I and II, as well as Retirement Specialist and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Relationship Banker I at Simmons Bank from 2022 to 2023.

Allison Israel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Merrill from 2010 to 2018. Outside of her advisory role, Israel is a co-owner of Dragon Ridge LLC and serves as treasurer on the board of directors for the Cross Timbers Hills Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Felicia Arnold is a financial advisor at Fidelity with Series 66 and Series 63 licenses and seven years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2019 and previously served with Greater Europe Mission for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

James Killgo is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Holley Hartley is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at Charles Schwab and previously held roles at Goldman Sachs & Co., Inc. and The Ayco Company, L.P/Mercer Allied. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Angela Burcel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Her background includes roles at Charles Schwab Bank, SSB and USAA Investment Management Company, among others. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Christine Simek is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes roles at J.P. Morgan Securities and The Prudential Insurance Company of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Candace Ellison is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2017, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank. Prior to Schwab, she was employed at TD Ameritrade and RBC Capital Markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab’s research and centralized operational structure.

Sze Sze Fertitta is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has held prior roles at Raymond James Financials, Lululemon, the University of Texas at Dallas, Ridge Point High School, and YouTube. 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, providing financial planning and consulting services with a range of portfolio management styles and affiliated research.

Jared Phillips is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials, and has five years of industry experience. His prior work includes roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Robert Foret is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes a brief tenure at Jefferson Financial and various non-financial roles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

Wade Williams is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been involved in financial advisory roles since 2003, including serving as an Investment Solutions Consultant at Fidelity Investments from 2014 to 2018, and holding various positions at The Ayco Company, A Goldman Sachs Company, from 2003 to 2013. In his professional approach, Wade emphasizes listening carefully to understand his clients' individual goals and uses his knowledge and experience to help them develop financial plans tailored to their futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wade has interests in baseball, family activities, football, hiking, music, and soccer.

Chad Patton is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill and AllianceBernstein L.P. Outside of his advisory duties, he is a managing partner in a development partnership focused on the restoration of The Baker Hotel in Mineral Wells, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Dante Jefferson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Fidelity, having previously worked at Fisher Investments, Raymond James Financial Services, Lyft, JTB International and Global Advisor Group, and Edelman Financial Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Jay Langley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Charles Schwab since 2018 and previously held positions at Merrill, Banc of America Investment Services, Inc., and MetLife Investment Fund Services LLC. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and is also involved with Lighthouse Financial Group and Wymac Insurance Group, where she serves as CEO. Outside of her advisory roles, she works as a notary public and provides translation services for technical documents from English to Spanish. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and utilizes multiple platforms and custodians to support discretionary and non-discretionary management.

Ethan Caughey is a financial advisor at Charles Schwab with Series 66 and Series 63 certifications and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank, SSB since 2026. His prior work includes various roles outside finance. 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 strategic asset allocation and centralized operational infrastructure.

Rajesh Singh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he has engaged in delivery driving for Amazon Flex and Uber Eats. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a comprehensive 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 utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

Justin Nelson is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at US Money Reserve LLC for three years. Outside of finance, he has been a part owner and active member of Merlinpeen Music LLC, a band based in Grapevine, TX, for over a decade. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

James Smith is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A and has experience with Southwestern Baptist Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.