Samuel Cook is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Katy Independent School District. Outside of finance, he was involved with Saren Distribution LLC for ten years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ashlynne Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Evermark Commercial Group and was involved with the Pokatok Sports Tech Accelerator. Outside of her advisory role, she coaches young girls aged 12 to 18 at Texas Advantage Volleyball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Lauren Campbell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets, with oversight of affiliated and unaffiliated sub-advisers.

Mitchell Imoudu is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes positions at Wells Fargo Bank N.A. and CarMax, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a diverse range of investment products and model portfolios.

Toribio Lopez Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. In addition to his advisory role, he has been affiliated with Texas A&M University-Commerce since 2021. 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 manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Jose Valle II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work history includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, JP Morgan, Bank of America, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management, financial planning, and consulting services through a large network of independent advisors and utilizes a multi-manager platform with multiple program structures and custodial relationships.

William Keel Jr. is a financial advisor at OSAIC Wealth Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Lone Star Health Plans. Outside of advisory work, he is involved in business activities such as selling health and disability insurance and operates a firearms retail business as a partner in Texas Outdoors Guns & Stuff, LLC. OSAIC Wealth Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing firm-supported asset allocation and portfolio construction tools across multiple investment platforms.

Matthew Steger is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Keith Lane is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. In his current role, he collaborates with clients to develop customized financial plans aligned with their goals, utilizing Fidelity's resources. Prior to his current position, he worked as an Investment Consultant at Fidelity Investments from 2011 to 2014. His financial services career began at Edward Jones, where he served as a Financial Advisor from 2009 to 2011.

Olivia Watkins is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she co-hosts the All My Heroes Podcast, where she discusses and analyzes anime episodes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Greer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Concourse Financial Group Securities Inc. He also operates Greer Wealth Management as a dba focused on financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Garrett Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and had a position at Ralph Lauren. He is also involved with Melissa Roberts LLC as an additional business activity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a variety of third-party asset managers and advisory programs.

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Yi Zhu is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management from 2018 to 2022 and Raymond James Ltd. from 2014 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, deploying a range of strategies including customized discretionary and non-discretionary approaches.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at Sunbelt Securities Inc. and teaching appointments at the University of Phoenix and Texas A&M College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional clients and is notable for its use of systematic methodologies, AI-driven research, and a formal advisory role to several registered investment companies.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Jennifer Salvato is a financial advisor at Cetera with nine years of industry experience and a Series 66 designation. She has worked with Cetera and its related entities since 2013 and operates Salvato Design Services, a business she has managed since 2010. In addition to her advisory role, she serves as the finance chair for the Women’s Ministry Board at Holy Covenant United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and investment management options.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.