Brittney Derrick is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2024. Outside of her advisory work, she has been employed by Estrella Mountain Community College since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through its national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gene Serrell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Thomas Hermann is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Fidelity Investments, First Command Financial, Kestra Investment Services, and self-employment. He has been involved with several entrepreneurial ventures, including Attractively Different, LLC and Valiant Trader, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

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.

Christina Faulkner is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various Schwab entities since 2010, including Charles Schwab Bank and SCHW Private Client Investment Advisory. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

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.

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. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational resources.

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.

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, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Charles Schwab, Robinhood, Altruist Financial, and First Command Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting primarily through non-discretionary relationships, supported by a broad range 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.

Rita Wright Oujesky is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional investors, pension plans, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Michelle Wong is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2018. She works collaboratively with clients to understand their retirement and investment planning needs. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2017-2018), Workplace Planning and Guidance II (2015-2017), and Workplace Planning and Guidance I (2014-2015). She holds insurance licenses for both Arkansas and California. Outside of her professional work, Michelle enjoys family activities, fitness, music, outdoor adventures, pets, and traveling.

Franklin Ventura is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory role, he was involved in automotive sales and education. Charles Schwab 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 both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational infrastructure.