Emily Patlan Lara is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Sam's Club as a pharmacy technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. 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 and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Elizabeth O Loughlin is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc., Fidelity Investments, and several hospitality and distilling companies. 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 advice and access to discretionary separately managed accounts.

Gene Serrell is a Series 66 licensed advisor with 20 years of experience, currently with J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, and Edward Jones. He is based in North Richland Hills, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Ramy Rabi is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he held various roles across multiple sectors, including positions at StorageDefender and the University of Texas at Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory capacities for multiple registered investment companies and fund-of-funds.

Ryan Petty is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Gartner, Mr. Cooper, Walgreens, and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, offers 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 noted for its roles with registered investment companies, use of AI in research, and formal advisory services to a range of financial products.

Cary Terry is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Jeromy Shepherd is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Westlake, TX, and has held previous roles at Fisher Investments, First Command Financial Planning, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment guidance with access to alternative investments and centralized operational support.

Keegan Murphy is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His background includes service in the United States Army and roles in various retail and service organizations prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, its service as a commodity pool operator, and its advisory roles to multiple registered investment companies.

Edsall Hilty Jr. is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2008. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Vincent Avalos is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his career in finance, he spent five years at AEI Electric. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Stephen Namy is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, including prior experience at Investment Professionals Inc. Outside of advising, he is involved in family oil drilling businesses and commercial real estate activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering automated yet customizable retirement income advice.

Gregory Hill Balandran is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at TD Ameritrade and Ryder Logistics. Outside of his advisory role, he operates Greg Balandran Notary Services, providing notarization services. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Matthew McManus is the Vice President and Regional Leader of Investment Management Consultants at Fidelity Investments in Westlake, Texas. He leads the team of Investment Management Consultants, overseeing investment strategies and client advisory services. Matthew has been with Fidelity Investments since 2001, holding various leadership roles including Vice President and Branch Leader, Director of Portfolio Advisory Services, Director of Retirement & Investment Services, Senior Retirement Services Manager, and High Net Worth Senior Representative. Prior to joining Fidelity, he was a Financial Advisor at MetLife Securities from 1999 to 2001. His extensive experience spans investment management consulting, portfolio advisory, retirement services, and serving high net worth clients.

Brayden Cook is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Highpoint Financial Group, LLC. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jose Zapata is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank SSB and Cavender's Boot City. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Kevin Sorensen is a financial advisor with Raymond James & Associates in Justin, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior firms include Charles Schwab, Robinhood Markets, TD Ameritrade, and First Command Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles and affiliated research.

David Torrez is a financial advisor at Fidelity with Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2022 before joining Fidelity, where he has been since 2022. Fidelity’s affiliate, 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Vicente Miranda Santis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Charles Schwab since 2023. Prior to his current position, he was employed at Akkodis Group and Chipotle Mexican Grill. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a centralized operational structure.