John Weller is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera Wealth Services, LLC and is a member of Weller Capital, LLC, where he provides financial planning and tax planning services. His prior experience includes roles at Fidelity and Avantax firms. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with over $256 billion in assets under management.

Timothy Roe is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 registrations and has nine years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade and Galderma Laboratories. Outside of his advisory role, he occasionally completes online surveys. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm’s integrated structure and scale support a broad client base with centralized custody and advisory services.

Paul Alwine is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Edward Jones in 2016, he worked for Natixis Advisors, LLC from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Cook is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2016, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Juan Salazar is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes nine years at TD Ameritrade, Inc. before joining Charles 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside a formal alternative-investment onboarding process.

Marvin Gomez is a financial advisor with J.P. Morgan Securities in Bedford, TX, holding Series 66 and Series 63 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2018 and has worked at JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Grant Garrett is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Fidelity. He has been with Fidelity and its affiliates in various roles since 2011. Garrett also serves as adjunct faculty at the University of North Texas, where he teaches a course on Life Insurance. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeremy Pritchett is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with four years of industry experience. Prior to Edward Jones, he worked at NorthStar Memorial Group and Services Corporation International. He is also a co-owner of Garcia & Pritchett Partners LLC, a family-owned food and beverage business currently in the process of selling its restaurant equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Dominic Ontiveros is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of funds and investment vehicles.

Patrick Chance is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.

Blake Boughey is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity since 2021 and has previous experience at companies including Uber, DoorDash, and Amazon. 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 to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Kevin Parkhill is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX. He has 24 years of industry experience, including previous roles at USAA Investment Management Company and USAA Financial Advisors. Since 2020, he has been with Charles Schwab and Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence processes for alternative investments.

Jack Barron is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Tyler Stewart and Tyler Little. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and maintaining oversight of sub-advisers.

Zakariaa Bousfiha is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2019, following six years at TIAA and TIAA-CREF. 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 and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Conor Shepard is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and having four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Banner Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Graham Barrett is a financial advisor with Charles Schwab & Co., Inc. based in Westlake, TX. He holds Series 66 and Series 63 licenses and has five years of industry experience. His prior experience includes a one-year role at Equitable Advisors and work at the University of Louisville. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Breg Hughes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and various Morgan Stanley divisions since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in developing financial plans.

John Tovar is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 35 years of industry experience. He worked at TD Ameritrade Inc. for 12 years before joining Charles Schwab and Co., Inc. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Gene Johnson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. Previously, he worked at TD Ameritrade and Grubbs Infiniti. Outside of his advisory role, he operates an online retail sales business primarily through eBay. Charles Schwab serves a broad client base, focusing on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

Myranda Crawford is a financial advisor at Edward Jones with one year of industry experience. She previously worked for ten years at Mason Joseph LLC. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.