Ruben Perea is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes positions at Fidelity since 2020, along with earlier roles in the hospitality and education sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Causen Shafer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Charles Schwab, Shafer held various roles including a position at Frost Bank and worked outside the financial sector in food delivery and other services. 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 discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and cash management services.

Joshua Sulak is a Planning Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual needs, aiming to help them feel confident in their financial decisions. Joshua has experience in various roles at Fidelity Investments, including Director Retirement Planner from 2023 to 2025, Retirement Planner from 2022 to 2023, Retirement Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joshua enjoys board games, cooking and baking, family activities, exploring food as a foodie, football, and parenthood.

Brent Mc Ilvain is a CFP®-designated financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Brown is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of finance, he is involved in television acting in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through diverse strategies.

Victor Lazcano is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Charter Communication and Phoenix Technology Services, among others. He also served as a sergeant in the U.S. Army. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and cash-sweep services primarily to 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 multi-asset investment approach supported by proprietary research and alternative investment options.

Ryan Marquardt is a CFP® with 18 years of industry experience currently at Fidelity. He has held various roles within Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Brent Herren is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab and TD Ameritrade in various capacities. Outside of his advisory role, Brent serves on the board and finance committee of Hope Community Church of the Nazarene in Denton, Texas. 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 a mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Liam Spagnolli is a financial advisor with Wells Fargo Clearing in Southlake, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Bank of New York and Fidelity Investments. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in client assets.

Sean Riley is a CFP® professional with 15 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of his advisory work, he operates a small woodworking and carpentry business. 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 separate managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Michael Raich is a financial advisor at Edward Jones in Southlake, TX, holding CFP®, ChFC®, and Series 66 designations with 8 years of industry experience. Before joining Edward Jones in 2018, he worked at Cook Children's Healthcare System from 2015 to 2017. He serves as treasurer for the Keller High School Theater Boosters organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Colton Morgan is a Planning Consultant at Fidelity Investments. He currently partners with clients to enhance the efficiency of their financial plans and support them in achieving their financial goals. He has been with Fidelity Investments since 2020, serving in roles including Workplace Planning Consultant from 2020 to 2024, Central Relationship Manager from 2024 to 2026, and Planning Consultant from 2026 to the present.

Jamahl Williams is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Ottobock Healthcare. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, its advisory work with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Cade Wolston is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Paul Phillips is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Edward Jones for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Raymond Fitzgerald is a financial advisor at Fidelity with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2003, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent a year at The Arkansas Financial Group, Inc. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities such as CFTC registration and AI-supported research methods.

Jenny Gray is a financial advisor with Charles Schwab & Co., Inc. and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Morgan Stanley, J.P. Morgan Securities, and Raymond James & Associates. Outside of her advisory work, she manages a rental property through a property manager. 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 a combination of non-discretionary advisory guidance and discretionary investment management, supported by a large integrated operational structure and access to alternative investments.

Kelli Vibert is a financial advisor with Fidelity, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at various Fidelity entities since 2013 and previously worked at Bok Financial Asset Management and John Hancock Distributors. Outside of her advisory role, she is a partner at Vibing Lifestyle LLC, where she writes and curates blog and social media content related to travel. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering investment management and advisory services that combine proprietary fundamental research with quantitative and algorithmic methods. The firm is noted for its advisory roles with registered investment companies, use of systematic portfolio construction, and integration of AI technologies in research.

Danielle Thomas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Her career includes roles at Fidelity, BNSF, State Farm, and the City of Fort Worth Police Department prior to joining Schwab. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through a combination of non-discretionary and discretionary investment solutions, multi-asset model portfolios, and a comprehensive alternative investments program.

Woodrow Tippett Jr. is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has been with Charles Schwab since 2024, including roles at Charles Schwab Bank, SSB, Schwab Asset Management, and Charles Schwab Investment Management dating back to 2015. Charles Schwab serves a large client base, 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 provides both non-discretionary and discretionary investment options, combining centralized supervision with a multi-asset investment approach and access to alternative investments.