Marvine Nelson Jr. is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Comcast and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Geovanni Herrera is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and State Farm, as well as experience in trading, e-commerce, and education. Merrill, together 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Boyd is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Fidelity Investments and various positions in the golf and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a diverse investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

William Collins is a CFP® with 23 years of industry experience, all spent at Edward Jones since 2003. He holds the Series 66 designation and is based in Flower Mound, TX. Outside of his advisory role, Collins serves on the Town of Flower Mound Board and is vice president of Friends of Flower Mound Library, a nonprofit that raises funds for local library programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions through a nationwide network of more than 23,700 financial advisors.

Christian Wright is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Inc. and Thinkorswim Inc. before joining Charles Schwab in 2021. 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 uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jake Brillhart is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on systematic methodologies and long-term asset allocation.

Carson Moen is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2025. Prior to his financial services career, he held positions in retail and logistics. Charles Schwab & Co., Inc. serves a large client base of 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 both non-discretionary and discretionary investment options, combining strategic asset allocation with alternative investment due diligence and centralized operational support.

Jennifer Hawkins is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and an integrated operational structure.

David Ducre is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in public schools and community organizations, such as the Lawton Salvation Army Boys & Girls Club and Cameron University Recreation Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Emily Patlan Lara is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked as a pharmacy technician at Sam's Club, assisting patients with prescriptions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

Erin Champlin is a CFP®-certified financial advisor with Raymond James Financial in Irving, TX, bringing four years of industry experience. Her prior roles include positions at Chessman Wealth Strategies, First Bank of Manhattan, and the Ron Blue Institute. Outside of advising, she is affiliated with Cadent Capital LLC as a Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consults using analytical tools and risk profiling, supporting clients through advisory programs and maintaining specialized services such as municipal and public finance advisory.

Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. 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 investment approach supported by centralized custody and operational infrastructure.

Elizabeth O Loughlin is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. Her background includes roles at Fidelity Investments and several companies in the hospitality sector. 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, offering multi-asset model portfolios and formal alternative investment processes.

Gene Serrell is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Serrell is based in North Richland Hills, Texas. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Carlos Arteaga Espinoza is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2024, with prior experience at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.