Samuel Velarde is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank, N.A., as well as experience outside the financial sector at BlueSprig Pediatrics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, employs forward-looking capital market assumptions, and utilizes ESG frameworks in its recommendations.

Joann Shytle is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Ameriprise, Trade Shoe Management, and Comerica Securities. Outside of her advisory work, she is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional accounts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using firm research and planning tools to develop tailored recommendations.

Ellen Rheinlaender is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2014, including its predecessor Axa Advisors. Outside of her advisory role, she is a facilitator and group leader for We Mentor, a program supporting young women in their early careers through discussions on work-life balance, business etiquette, and financial goals. She is also a partner in Seebeck Enterprises LLC, involved in distributing the third edition of the book American Dream Women. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, serving clients through a network of Investment Adviser Representatives.

Tiffany Dao is a financial advisor with Charles Schwab & Co., Inc. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Fidelity Brokerage Services LLC from 2014 to 2017. 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, employing multi-asset model portfolios and a centralized operational structure.

Caitlin Kraft is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked for the Hurst-Euless-Bedford Independent School District for 13 years. Outside of her advisory role, she is a passive investor in Salon Suite Solutions, LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, with a range of strategies from traditional to non-traditional investments.

Camryn Venters is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michelle Willingham is a Series 66 licensed financial advisor with Edward Jones in Fort Worth, TX, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Hicks is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at First Financial Bank and spent eight years in the education sector. He also has a minor involvement with Dynata LLC unrelated to investment activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm offers discretionary and non-discretionary advisory work and serves multiple registered investment companies, with a notable use of systematic methodologies and oversight controls.

Clinton Sterling is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2025, he worked at Texas Air Authorities for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered funds with oversight and systematic methodologies.

Kimberly Mente is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Charles Schwab in 2022, she worked at TDAmeritrade, Inc. for 11 years. Outside of her financial career, she is an owner of Retro Alley LLC, a custom graphics business that sells items such as t-shirts, tin signs, and stickers. 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, combining non-discretionary advice with access to discretionary separately managed accounts and a range of alternative investments.

Joseph Herrera is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials. He has experience with several firms including Miller George & Suggs and Equitable Advisors, LLC. Outside of his advisory work, he has held roles in various businesses such as Sundown at Granada and Picoso's Mexican Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts via affiliated investment managers.

Stephen Weah is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at IST and Sykes Enterprise. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and Charitable Gift Funds through discretionary and non-discretionary advisory services.

Emily Navaro is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, she held various roles including serving at Condado Tacos. Outside of her advisory work, she worked as a server at Condado Tacos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role to multiple registered investment companies.

Abel Ranjel is a Financial Consultant at Fidelity Investments, where he has been working since 2015 in various roles. His experience at Fidelity includes positions such as Planning Consultant, Relationship Manager, and High Net Worth Service Associate, reflecting a progressive career focused on financial consulting and client relationship management. As a CERTIFIED FINANCIAL PLANNER™, Abel partners with local families to help them make informed financial decisions tailored to their individual goals and backgrounds. He is committed to ensuring that clients understand all available options to confidently make impactful decisions for their families. Outside of his professional role, Abel has interests in baseball, cooking and baking, football, parenthood, and pets.

Erin Mellott is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation. Her prior work includes multiple roles at Bar Louie and The Melting Pot before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios using mutual funds, ETFs, and ETPs.

Keyana Avery is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at TD Ameritrade from 2014 to 2018. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Nathan Alexander is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 1998. He partners with families to build, preserve, and transfer their wealth, utilizing available resources to help clients work towards their financial goals. Nathan has held the position of Vice President, Financial Consultant since 2005. Prior to that, he served as an Account Executive at Fidelity Investments from 1998 to 2005. He holds insurance licenses in Arkansas and California.

Russell Holley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1984 as a Financial Advisor specializing in professionally managed assets. Russell joined Merrill Lynch in 1990 and has since become a Managing Director and Wealth Management Advisor, contributing to the expansion of Merrill's managed money program. Russell holds a Bachelor of Science in Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He studied at the Wharton School of Business to obtain his CIMA designation from the Investments & Wealth Institute™. Throughout his 42-year career, Russell has dedicated time and resources to various community organizations, including White's Chapel United Methodist Church, Southlake Baseball Association, Big Brothers/Sisters, Junior Achievement, Cook Children's Hospital, and others. He resides in Southlake, Texas, with his wife Lana and values being close to their two adult children and grandchildren.

Colin Fuller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He focuses on helping clients create comprehensive financial plans aimed at building, preserving, and transitioning wealth. Colin works to understand the financial and personal goals of his clients and collaborates with them to develop strategies that support their objectives both now and in the future. Colin has been with Fidelity Investments since 2016, progressing through roles including Investment Sales Associate, Regional Investment Consultant, and Investment Consultant before becoming a Financial Consultant. His experience spans client advisory and investment consulting within the firm. He holds an Arkansas Insurance License, which supports his work in providing financial consultation and planning.

Thomas Kerwin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank. Outside of advising, he is president of CTK Products LLC, an agriculture business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.