Kelly Pham is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Strategic Advisers, and Fidelity Brokerage Services. She is also a rental property owner outside of her advisory work. Charles Schwab serves a large client base of 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 and discretionary investment approaches supported by centralized custody and operational resources.

William Jones is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at BEST Crowd Management and LeagueApps, and he is involved in a family business, Sweetwater Creek Ranch, where he serves as Head Guide. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jesse Frankland is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments, including Planning Consultant in 2024, Fixed Income Representative in 2023, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Jesse is committed to understanding his clients as individuals and helping them achieve financial success and confidence in their future. Outside of his professional role, Jesse's personal interests include biking, gardening, and parenthood.

Asad Motiwala is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he is involved in audio and visual services through Pixel One Av LLC and owns Visions Entertainment Inc., a wedding DJ and event coordination business. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keenan Levy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to his financial services career, he held roles in event operations and retail. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes investment policy preparation, performance reporting, participant education, and fiduciary investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguel Aguilar is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates to assist clients in developing financial plans.

Jordan Brown is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Conn's Appliances. 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 affiliated discretionary separately managed accounts and offers a range of investment options supported by Schwab’s in-house research and centralized operational structure.

Winston Malone is a financial advisor with Cambridge Investment Research Advisors in Trophy Club, TX, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Cambridge Investment Research since 2013. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Patrick Warnock is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at DoorDash and multiple positions in the food service and environmental sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research alongside quantitative and algorithmic portfolio construction methods. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing diversified model portfolios.

William Mc Gee is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc., and spent one year at the University of Oklahoma. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. Schwab provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Warren is a Series 66-registered financial advisor with Fidelity Investments, based in Westlake, TX. He joined Fidelity in 2025 and has prior experience at Bell Textron, Textron Inc, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Laurence Elmore is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2021. 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, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and centralized operational infrastructure.

Kimberly Pruitt is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 65 and Series 63 designations and bringing 18 years of industry experience. She previously worked at NFP Retirement and NFP Advisor Services. Outside of advising, she owns KD Luxe Ventures, LLC, a business she manages through a hired manager. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers various financial planning and consulting services and utilizes multiple portfolio management styles supported by affiliated research and managers.

Christopher Dykstra is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 license and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heritage Capital Corp. and the Alliance Umpires Association. Outside of his financial career, he umpires high school and college baseball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Jonathan Schooley is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including TD Waterhouse Investor Services, Ameritrade, Ally Invest Securities, Polaris Wealth Advisory Group, and RWA Wealth Partners. Schooley is currently based in Westlake, Texas. 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 offers a combination of non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and thorough due diligence processes.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrea Gerbrand is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience in retail and e-commerce, including roles with Michael Kors and managing an Amazon fulfillment business. Outside of her advisory role, she assists with a family-owned trucking company and helps coordinate weddings through a cousin’s event planning business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed process.

Schuyler Marin is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® and CFA® designations and has been with Charles Schwab and its affiliated entities since 2014. He also has an ongoing association with Arizona State University since 2005. 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 offers a mix of non-discretionary and discretionary investment solutions, combining centralized custody and operational structures with multi-asset model portfolios and access to alternative investments.