Nnamaka Nwanegbo is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Avantax Investment Services, TD Ameritrade, and the Dallas County Sheriffs' Department. Outside of her advisory role, she serves as a site manager for Carrington Homes SP, overseeing rent collection and mortgage payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles, including swap dealing and futures commission merchant activities.

Gregory Lanier is a CFP® with nine years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Jojenco Holdings, Clintsman Financial Planning, and Carter Advisory Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Meghann Quaider is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Wells Fargo Bank. 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 client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational structure.

Andrea Ruiz is a financial advisor with Charles Schwab in Carlsbad, CA, holding Series 63 and Series 66 licenses and has 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. 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 operates a large-scale, integrated platform combining non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and order-routing systems.

Ryan Hubka is a Series 66-licensed financial advisor with Morgan Stanley, based in Highland Village, TX, and has 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Andrew Wilson is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation. Prior to joining Schwab, he worked in commercial real estate and hospitality management. 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 integrated advisory and brokerage services with a combination of non-discretionary and discretionary investment options.

Jennifer Torres is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. 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, using multi-asset model portfolios and a centralized operational structure.

Steven Wilder is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a centralized operational structure.

Oliper Nherera is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Albertson and served as a children services social worker for UK local authorities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including model portfolios for intermediary platforms.

Harrison Pope is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He joined Edward Jones in 2025 after prior roles in various industries including Actalent and Telus International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Christa Miller is a Series 66 licensed financial advisor with Edward Jones, based in Colleyville, TX, and has three years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Prosperity Bank, and she currently serves as a trustee for The Miller Family Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Zachary Rubio is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Costco Wholesale and Texas A&M Agrilife, as well as experience in education and hospitality. He is based in Westlake, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and comprehensive due diligence.

Robert Kirchhoff is a financial advisor with Charles Schwab and Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his advisory role, he worked at TD Ameritrade and has experience in the beverage and hospitality industries, including a position at Canarchy Craft Brewery Collective. 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, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Tiara Flores is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, she was involved with Coffee Slut Guam LLC for three years and has also worked at Coast360 Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process integrating proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves a notable role in managing model portfolios and registered investment companies.

Ezekiel Green is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at DJS International Services, Inc. and G.A. Cox Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Andrew Falla is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Merrill, Bank of America, and Waddell & Reed. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset portfolios and comprehensive due diligence.

Joe Park is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at various Fidelity entities since 1996. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating to sub-advisers and employing systematic methodologies and long-term asset allocation benchmarks.

William Barrow is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2009 to 2022 before joining Schwab in 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 a blend of non-discretionary and discretionary investment options with centralized custody and operational support.

Charles Hallam is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 12 years before joining Wells Fargo in 2016. His outside activities include serving as an officer of KAH3 Enterprises, LP, a business primarily owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.