Jana Walker is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, joining Fidelity in 2025. Her prior work includes roles in the United States Marine Corps and various positions across multiple industries. 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. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Dillon Duren is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and the wealth management team to co-create comprehensive plans aimed at helping clients achieve their financial goals. Dillon has held multiple positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2025, Investment Solutions Representative from 2020 to 2022, Central Relationship Manager in 2020, and Customer Relationship Advocate from 2019 to 2020. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dillon is engaged in family activities, social events with friends, golf, parenthood, and caring for pets.

John Williams is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Before joining Fidelity, he worked in the hospitality and HVAC industries. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dang Le is a financial consultant at Fidelity Investments with over three decades of experience at the company. He works closely with clients to develop comprehensive financial plans aimed at enhancing their confidence during market fluctuations. His career at Fidelity Investments spans multiple roles, including positions as a Relationship Officer, a member of the Fidelity Workplace Solutions team, and involvement with Fidelity Private Access and Brokerage Trading. Through these roles, he has gained extensive experience navigating various market conditions alongside his clients. Dang holds insurance licenses in Arkansas and California.

Richard Dow is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 63 and Series 66 designations and has six years of experience at Charles Schwab, preceded by roles at The Ritz-Carlton, Liberty Mutual Insurance, and Marriott International. 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 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 investment approach supported by in-house research and alternative investment options.

Barnabas Omejia is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Outside of his advisory work, he operates a luxury car rental business. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Benny Macias is a Planning Consultant at Fidelity Investments. He currently serves clients by helping them build strong financial foundations for their future. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional life, Benny enjoys spending time with his family and engaging in activities such as golf, fishing, baseball, and boating. He is married and enjoys going on adventures with his wife and son.

Javier Garcia is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked for Mr. Cooper Mortgage LLC for ten years before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI in its investment process.

Christopher Sanchez is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at USAA Investment Management Company and USAA Financial Advisors, in addition to experience outside finance with Texas de Brazil and service in the US Army Reserves. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering.

Brandon Dillman is a financial advisor at Edward Jones in Roanoke, TX, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse client types such as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. 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 combines non-discretionary client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Shanth David is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services and 1ST Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary programs.

Kayla Herron is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, she worked in education roles at Plano ISD and Irving ISD and has experience with Big Thought and EE&G. Outside of her advisory work, she is a part-owner of Birdhouse Vacation Homes LLC, a short-term rental property business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Tiffany Clark is a CFP® with nine years of experience in the financial services industry. She is currently with Charles Schwab and previously worked at Schwab Private Client Investment Advisory, Inc. from 2016 to 2020. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

John Campanello is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2016. Outside of his advisory role, he is involved in a family-owned farm in Alexander, Texas. 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, and institutional investors.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shelby Griffing is a financial advisor at Charles Schwab with eight years of industry experience. Prior to joining Schwab in 2018, Griffing worked at TD Ameritrade for three years and was employed at Luna Grill from 2016 to 2018. Griffing holds the Series 63 and Series 65 designations. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment process.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Jakob Kehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Baylor University and Peak Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolio delivery, and its advisory role to multiple registered investment companies.

Jennifer Pritchett is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, First Hawaiian Bank, and BancWest Investment Services. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and due diligence.