Ezra Resendiz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 both non-discretionary and discretionary investment options, combining a large-scale operational footprint with integrated custody and brokerage services.

John Mc Daniel is a financial advisor at Charles Schwab with 11 years of industry experience. He has worked at Charles Schwab since 2023 (with a brief period at Fisher Investments) and previously spent eight years at TD Ameritrade. Outside of his advisory work, he participates annually as a test driver for new truck features with Test Drive Trucks. 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 offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Paul Allen is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has 20 years of industry experience. He has worked with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, where Paul is affiliated, 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, and is noted for its use of systematic methodologies and AI in its investment process.

Jordan Berry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held various roles in retail and food service companies, including Crescenzo Deliveries, Chipotle, Walmart, Lowes, and Smoothie King. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm combines proprietary fundamental research with quantitative and algorithmic methods, including AI, to construct portfolios from mutual funds, ETFs, and ETPs.

Mai Houa Lo is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. She previously worked at TD Ameritrade and Colonial Savings FA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions combined with brokerage and custody services.

Madison Mcdonnell is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with organizations including Kanakuk Kamps and the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios and oversees multiple registered investment companies and fund-of-funds.

Marion Philpot is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Philpot is involved with Preservation Financial, a full-service financial services firm offering securities, retirement planning, insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Raymond Diffee is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lisa Schaider is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple funds, and use of algorithmic methods and AI in its research process.

Michael Lomax is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 66 and Series 63 licenses. He has eight years of industry experience, all with Charles Schwab following a 14-year career at AT&T. 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 models with access to affiliated discretionary separately managed accounts, offering integrated custody, brokerage, and cash-sweep services.

Cody Stratton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and held roles as Workplace Planning Consultant I and II at the same company in 2021 and 2022 respectively. In his role, Cody works collaboratively with clients to develop financial plans tailored to their individual needs and family circumstances. He focuses on helping clients improve their financial health through wealth planning and investment strategies that align with their current and future goals. Cody holds insurance licenses in Arkansas and California. Outside of work, he has personal interests that include beach activities, concerts, fitness, golf, soccer, and traveling.

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 with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and three years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions outside the financial industry. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management options supported by centralized operations and a formal alternative-investment process.

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 with Charles Schwab, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and Td Ameritrade. Outside of his advisory work, he is a co-owner of an inactive company originally intended for organic vegetable farming. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized operations and a multi-asset investment approach.