Alexandria Williams is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ghinwa Ayass is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior work includes positions at Fidelity Investments, TD Ameritrade Institutional, and LPL Financial. Outside of advising, she is a part owner of rental property 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive due diligence process for 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.

Luke Astle is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab, he worked at The New Washington State Bank for three years. 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, supported by a centralized operational structure.

Robert Magee III is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and is currently affiliated with Bank of America, N.A. Magee's prior experience includes roles at Orlando Utilities Commission, the University of Central Florida, and Valencia College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following prior roles at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes with firm-approved tools to support its financial advisory services.

Jessica Brightman is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity since 2020. Prior to her financial career, she held positions in the hospitality industry and was employed at the University of Arkansas. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds structures and employs distinct approaches such as use of AI in research and formal governance procedures.

Annelise Gordon is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to her current role, she worked at Marriott Grand National and attended Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and model portfolio delivery.

Clayton Hunter is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation. He has one year of industry experience, having joined Schwab in 2025. His prior work history includes roles at Crate and Barrel and Goosehead Insurance, as well as periods focused on full-time education. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and conducting due diligence on alternative investments.

G Langford is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2010 and concurrently at Bank of America, N.A. since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Alusick is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab since 2022 and previously held roles at TD Ameritrade investment Management, LLC and TD Ameritrade, Inc. from 2016 to 2024. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside centralized supervisory and custody arrangements.

David Meade is a Series 66-credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is a board member of Concordia University Austin and the Mission Leader Institute, participating in policy oversight for both organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services through a consolidated billing option.

Vaneda Manuel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020, with prior experience at USAA Investment Management Company and various USAA financial planning and advisory roles from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio approach supported by centralized custody and operational resources.

Jose Salas is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Pennymac, Beyond Finance, AmeriSave, Nationstar, and Homeward. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services including discretionary management, fund advisory, and model portfolio delivery.

Dennis Klees is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TDAmeritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Joseph Weik is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. He has previously worked with the Diocese of Fort Worth and Strategic Energy Products. Outside of his advisory role, Weik coaches youth baseball for the North Dallas Baseball Academy, a non-profit organization. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jamie Andujar is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Schwab, Jamie worked at Olympus Enterprises and Allstate Insurance. Outside of advisory work, Jamie is involved in retail sales through a small apparel business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach. The firm is notable for its scale, integrated structure, and centralized supervisory and custody services.

Brooks Ralph is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Hub City Productions and Arizona Snowbowl. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios utilizing mutual funds, ETFs, and ETPs, and is notable for its regulatory registrations, advisory roles to registered investment companies, and use of advanced technologies such as AI.