Dakoda Trull is an Investment Solutions Representative III at Fidelity, a role held since 2025. Prior to this, Dakoda progressed through several positions within Fidelity, including Investment Solutions Representative II in 2024-2025, Investment Solutions Representative I in 2023, and Client Relationship Advocate from 2022 to 2023. In the course of this experience, Dakoda assists clients in defining and advancing their financial goals by understanding their individual stories and aspirations. This collaborative approach aims to develop custom investment strategies and financial plans tailored to clients' specific needs.

Lucas Lawson is a financial advisor with OSAIC in Lewisville, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked for Signator Investors, Inc. for 13 years before joining OSAIC in 2018. Outside of his advisory role, Lawson is a founding partner of NFOCUS Financial Partners. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Whitney Baker is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade. Prior to her financial services career, she was employed at Rockwall High School for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options supported by Schwab’s in-house research and centralized operational structure.

Philip Kendall is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Kendall serves on the boards of the Dallas Fort Worth CFA Society and the Mosshaven Elementary Dad's Club. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a mix of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Daniel Stratton is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, and previous positions outside the financial sector. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Kirsten Sedino is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she was involved in the restaurant industry as an officer responsible for marketing at Meat U Anywhere Management LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and consulting for retail and institutional investors.

Vincent Bowery is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His background includes service in the United States Navy from 2013 to 2017 and roles at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs proprietary research combined with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

Casey Nace is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade and Chase 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 advisory models with access to discretionary separately managed accounts and incorporates a formal alternative-investment onboarding process.

Anthony Niehaus is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a decade at Nationstar Mortgage LLC and a year with Garland Independent School District. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Carolyn Castillo is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab, as well as a period as a homemaker. 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 and affiliated discretionary SMA solutions, supported by centralized custody and operational infrastructure.

Nicholas Yocum is a Financial Consultant with experience in financial planning and client relationship management. His professional background includes roles such as Planning Consultant and Central Relationship Manager at Fidelity Investments from 2023 to 2026, and Pinnacle Consultant at Charles Schwab from 2020 to 2022. He holds insurance licenses in Arkansas and California. Nicholas works with clients to develop financial plans and navigate complex financial landscapes aimed at achieving long-term goals. Outside of his professional work, Nicholas has interests in art, fitness, museums, pets, puzzles, and traveling.

Michael Bruno is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in real estate with Mark Spain Real Estate and Stewar Realty Group. 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 deliver model portfolios across various investment vehicles.

Jared Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Everon LLC, Wal-mart, and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Sindhu Marakkanam is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her background includes roles in academic and educational settings, such as the University of Texas at Dallas, UTD Reasoning Lab, and Kumon Math and Reading Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jasmine Murillo Figueroa is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo and Velvet Box. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

Adam Cogar is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its related entities since 2013. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with an integrated structure that supports centralized supervision, custody, and order routing.

Chad Crawford is a Series 66 credentialed financial advisor at Fidelity with nine years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Edward Jones. He is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, employing systematic methodologies and oversight controls in its management approach.

Talyta Simbeck is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019, following three years at Axa Advisors, LLC. Prior to her financial services career, she was employed at Chamberlains Steak & Chop House for ten years. Strategic Advisers LLC, a Fidelity Investments company, serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in its investment process, and holds unique registrations and advisory roles among large institutional peers.

Craig Molldrem is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. His prior experience includes roles at North Star Consultants, Inc., Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is an author and maintains involvement with North Star Consultants as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers across various program structures.

Jesus Marin Sanchez is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. His current role has been with Charles Schwab since 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 and discretionary investment guidance using multi-asset model portfolios, alternative investment options, and a centralized operational structure.