Russell Marsh is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the beverage retail industry and had roles in various other fields. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Mary Scheel is a financial advisor with Edward Jones, holding a Series 66 designation and approximately five years of professional experience across roles at Edward Jones and previous positions at Norfleet Land, Atlas, and Bohemian Farms LLC. She is based in Brenham, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Edmond Cherry III is a financial advisor with Mass Mutual Investors Services in Montgomery, TX, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2010. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations and asset-allocation models.

Luke Smith is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes positions at JPMorgan Chase Bank, Equitable Advisors, and AXA Advisors. 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 applying an ESG eligibility framework in its investment process.

Linda Savoy is the principal and sole advisor at Savoy Investment Management, Inc. in Montgomery, TX, with 13 years of industry experience. She has led her firm since 2011 and provides tax planning and return preparation services to a select group of clients as an additional offering. Savoy Investment Management, Inc. is a state-registered investment adviser serving individuals, trusts, estates, and small businesses with discretionary portfolio management and personal financial consulting. The firm employs a long-term, buy-and-hold strategy focused on individual common stocks and dividend reinvestment, supplemented by fixed income and funds, using both fundamental and technical analysis.