Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.

Ashley Jesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Schwab in 2023, she worked at TD Ameritrade for five years. Outside of her advisory role, she works as a receptionist at Sharkey Cuts for Kids in Southlake. 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 offers both non-discretionary and discretionary investment options, combining a multi-asset model portfolio approach with centralized custody and order-routing services.

Amparo Mauricio is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Bank of America. Mauricio is based in Westlake, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Jared Ottmers is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He has been affiliated with Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Jared is the owner of Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Alexander Ranieri Jr. is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Fidelity. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Adel Nasser is a financial advisor at Merrill with a Series 66 designation and no industry experience to date. His prior work history includes roles at Bank of America, Apple, and multiple academic institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Charles Shelton is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investment Solutions and Fidelity Investments, as well as experience in the automotive sector with Sewell Fleet Management and Automotive Resources International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.

Payton Mccubbin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Farmers Cooperative and FuturesOne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI and systematic methodologies.

Landon Cruse is a financial advisor with Charles Schwab who holds a Series 66 credential and has eight years of industry experience. His career includes multiple roles at Charles Schwab & Co., Inc. dating back to 2017, with prior experience at Fidelity Brokerage Services LLC. Outside of his advisory work, he owns a rental property. 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 combines non-discretionary client relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and a formal alternative-investment due diligence process.

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked extensively with Avantax and maintains ownership of Buchanan & Company PLLC, a CPA firm providing accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for the Buchanan Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party money managers, overseeing more than $250 billion in assets and supporting over 10,000 advisors nationwide.

Joseph Di Gregorio is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade, Royal Alliance Associates, and Td Waterhouse. Outside of advising, he works as a guest services ambassador at sports and entertainment events. 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 incorporates multi-asset model portfolios with centralized custody and order-routing arrangements.

Danay Hilliard is a Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, LLC, she held roles at several firms including AAA Texas and Texans Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, holding Series 66 and Series 63 credentials with nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Fidelity Brokerage Services, Lyft, and Lantana Communications. Outside of his advisory role, he rents a spare room in his home through Airbnb for supplemental income. Edward Jones is a wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branches across the United States.

Sean Kramer is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and EDI Financial. Outside of his advisor role, he is an instructor leading Pilates classes through TDM Fitness LLC. He is part of Cetera Investment Advisers LLC, an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Ghinwa Ayass is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade Institutional, and LPL Financial. Outside of her advisory work, she is a part owner of rental properties managed by a third party. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 separate managed accounts, offering multi-asset model portfolios and a range of alternative investments.

Cameron Roa is a financial advisor at Charles Schwab in Southlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Black Knight Financial Services. 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 with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kristopher Armijo is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at The Dimension Group, Power Packaging, Barley And Board, and LSA Burger Co. He is based in Westlake, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through comprehensive wealth advisory, managed accounts, and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and due diligence on alternative investments.

Richard Wurster is a financial advisor with Charles Schwab in Westlake, TX, holding nine years of industry experience. His career includes roles at Charles Schwab Investment Management, Charles Schwab Investment Advisory, Thomas Partners, and Windhaven Investment Management. Outside of his advisory work, he serves as Chairman of the Board of Directors for Schwab Charitable Fund and is a member of the investment committees for the San Francisco Museum of Modern Art and the Menlo Park Atherton Education Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory programs and discretionary separately managed accounts. The firm integrates investment guidance with custody, brokerage, and cash-sweep services across a large client base.

Trevor Dare is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools while serving clients through both direct and employer-based agreements.