Evan Cantor is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, he worked at Goosehead Insurance and has experience with the Dallas Cowboys and the University of North Texas. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research, and oversight in managing model portfolios and registered investment companies.

Zachary Buckingham is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Charles Schwab Bank and Haynie & Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized services.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Woods is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Total Quality Logistics, Jared, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Parker Anderson is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, NTX Couriers, and Moviehouse & Eatery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation and alternative investment options.

Joseph Najarian is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes multiple roles at Charles Schwab and its bank from 2016 to the present, with prior experience at Bank of America and Merrill. 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, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

Kevin Hargrove is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has extensive experience within Fidelity, having held roles such as Director Retirement Planner in the Tax-Exempt market from 2017 to 2023, and positions focused on retirement and investment solutions from 2013 onward. Kevin is a CERTIFIED FINANCIAL PLANNER™ who partners with clients and their families to develop and maintain financial plans that align with their priorities and values. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional work, Kevin engages in activities including comedy, family activities, fitness, golf, and running.

Nancy Wallace Ruffin is a financial advisor with Ameriprise in Cedar Hill, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Tiner is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., and Td Ameritrade. He is also a co-owner of an inactive business originally intended to grow and sell organic vegetables. Charles Schwab & Co., Inc. serves a large client base of 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 portfolios, offering a multi-asset investment approach supported by research and centralized operational capabilities.

Roberto Torres is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their families to develop customized financial plans tailored to their personal needs. He focuses on collaboration and building strong relationships to create strategies aligned with clients' financial goals. Roberto's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2022 to 2023 and as a Customer Relationship Advocate from 2019 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Roberto's personal interests include cars, family activities, social events with friends, golf, horseback riding, and traveling.

Robert Allsup serves as Vice President and Financial Consultant at Fidelity Investments, where he has been since 2020. He brings extensive experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade from 2010 to 2020, Fixed Income Specialist at Fidelity Investments between 2008 and 2010, and Investment Consultant at Fidelity from 2006 to 2008. Earlier in his career, he worked as a Service Representative at Fidelity Investments and as a Financial Consultant at Northwestern Mutual. Robert holds an Arkansas Insurance License, supporting his expertise in financial consulting and client service. His approach focuses on simplifying investing and aligning clients' capital use with their values. Outside of his professional role, he enjoys baseball, family activities, fitness, music, pets, and reading.

Hector Ortiz Ramirez is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2018, including a role at Charles Schwab Bank, SSB. Prior to Schwab, he was employed at Santander Consumer USA for five years. Charles Schwab & Co., Inc. serves a large client base of 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 services with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Alexis Fothergill is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Alexis worked at Fidelity Investments and has a background that includes roles outside the financial industry, such as employment at Trader Joe’s. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside comprehensive brokerage and custodial services.

Susan Smith is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior work includes roles at Avantax Insurance Services, Avantax Advisory Services, and First Command Advisory Services. Outside of financial advising, she holds a notary public position in Texas and occasionally assists at a local vision clinic. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with a wide range of program options and affiliations.

Emily Corona is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has been with Fidelity Investments since 2022 and has prior work experience in various roles outside the financial industry, including ownership of a coffee bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its advisory roles with registered investment companies and use of systematic investment methodologies.

Richard Marino is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank since 2026. 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 related financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Dakoda Trull is an Investment Solutions Representative III at Fidelity, a role held since 2025. Prior to this, Dakoda progressed through several positions within Fidelity, including Investment Solutions Representative II in 2024-2025, Investment Solutions Representative I in 2023, and Client Relationship Advocate from 2022 to 2023. In the course of this experience, Dakoda assists clients in defining and advancing their financial goals by understanding their individual stories and aspirations. This collaborative approach aims to develop custom investment strategies and financial plans tailored to clients' specific needs.

Bellann Hyten is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Waddell & Reed and various insurance agencies. Outside of her advisory role, she is involved with the Greater Denton Arts Council and has a background in business ownership and community organizations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Whitney Baker is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade. Prior to her financial services career, she was employed at Rockwall High School for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options supported by Schwab’s in-house research and centralized operational structure.

Philip Kendall is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Kendall serves on the boards of the Dallas Fort Worth CFA Society and the Mosshaven Elementary Dad's Club. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a mix of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.