Adrian Craddock is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a partner in an oil and gas royalties business in Bridgeport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.

Wesley Gillette is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials. Gillette has been affiliated with various Fidelity divisions since 2012, including Fidelity Personal and Workplace Advisors since 2018. Additionally, he has served at Tarrant County College since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm operates with algorithmic portfolio construction, oversight controls, and serves multiple registered investment companies and fund-of-funds.

William Haider is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Electronic Channel Support, Investment Solutions Representative I and II, before assuming his current position in 2025. In his role, William partners with clients to develop customized financial plans that align with their individual goals and preferences. Throughout his tenure at Fidelity Investments, William has focused on building trust and delivering reliable, competent service. His experience spans various aspects of investment solutions and client support, enabling him to assist clients effectively in their financial planning. Outside of his professional responsibilities, William is engaged in family activities, social events with friends, music, reading, and volunteering.

Deborah Rolland is a financial advisor with Ameriprise in Decatur, TX, holding a Series 66 designation and 28 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at Bonvenu Investment Services and Investment Professionals, Inc. Outside of advisory work, she is involved in independent insurance brokering, including activities with Blue Cross Blue Shield. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Casey Radke is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked with various Cetera entities since 2024, prior to which he was with Avantax Investment Services for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary account management across multiple program structures and custodians.

Jarett Adair is a financial advisor with Edward Jones in Justin, Texas, holding a Series 66 designation and 17 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2013 to 2020. Outside of his advisory work, he serves as a board member representing District 7 for CoServ in Corinth, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Arturo Hinojosa is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo, he worked at Truist Advisory Services and Morgan Stanley, among other firms. Outside of his advisory role, he is involved as a consultant in trade compliance and logistics and participates as a crew member for grappling competition events. 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 uses research from Wells Fargo Investment Institute to guide diversified portfolio construction and offers both brokerage and advisory solutions across a broad client base.

Amy Oneil is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Green Farm Juicery, Body Alive, and J. Michael Companies. Outside of finance, she has experience in entrepreneurial ventures in the food and wellness sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and holds distinctive registrations and advisory roles within the industry.

Edgar Zuleta Pantoja is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017. Prior to that, he was associated with Midwestern State University. Charles Schwab 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 comprehensive operational structure including custody, brokerage, and cash-sweep services.

Zebulah Houston is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephanie Giger is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has held various roles within Fidelity since 2012. Outside of her advisory work, she is also a registered massage therapist operating independently. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Audrey Campbell is a Series 66-credentialed financial advisor with Edward Jones in Decatur, TX, with three years of industry experience. She has been with Edward Jones since 2012, including her current role starting in 2023. Outside of her advisory work, she is a co-owner of Anchor Point Productions, a graphic design and signage business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branches.

Kellsie Simons is a financial advisor with Edward Jones in Decatur, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked for Northwest ISD for six years. Outside of her advisory role, she owns a digital teaching resources business and a small in-home bakery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large national network of advisors and branch offices.

Bart Jusinski is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2007, progressing through roles including Vice President Executive Planning Consultant, Vice President Regional Planning Consultant, Financial Consultant, Investment Representative, Fixed Income Representative, Investment Services Representative, and Financial Service Representative. Prior to joining Fidelity, Bart worked at Wells Fargo Bank as a Personal Banker and Business Banking Specialist. Bart holds insurance licenses in Arkansas and California. His approach to client service emphasizes understanding clients' goals and prioritizing their needs through a thorough and honest process. Outside of his professional life, Bart values his family and church, sharing a 21-year marriage with his wife and raising two daughters. He enjoys traveling, camping, theater, golf, beach activities, and spending time with family.