Cayden Germany is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he has held positions at Ellis & Ellis Law Firm, Oklahoma State University, and Bok Financial, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Carl Tyler is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Td Ameritrade, Inc. for 11 years and has been with Charles Schwab and its affiliated entities since 2022. Tyler is based in Westlake, TX. 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, offering clients multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Bryan Yach is a CFP® professional with 15 years of industry experience. He is currently affiliated with Cetera and its related entities, having previously worked at Fidelity Investments for over a decade. His background includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and operates through a large nationwide network of independent advisors.

Chad Fox is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved with LF Whip Enterprises LLC, a publishing and technology business established for his minor child. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Blake Chelf is a Financial Consultant at Fidelity Investments, bringing with him a progressive career within the company since 2020. He has held multiple roles at Fidelity, including Investment Management Consultant I and II, as well as Investment Solutions Representative. Prior to joining Fidelity, Blake worked as a Financial Advisor at Raymond James & Associates from 2019 to 2020 and as a Retirement Plan Consultant at ANEW 401k TPA, LLC from 2016 to 2019. In his current role, Blake partners closely with clients to develop personalized financial plans that align with their unique goals. He emphasizes understanding clients' priorities, concerns, and financial needs to build relationships grounded in trust, guiding them toward informed financial decisions. Blake holds insurance licenses in Arkansas and California.

Glenn Jarvis is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he was employed at Fidelity Brokerage Services LLC and held positions outside the financial industry, including roles at Cinemark and Eastland ISD. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Justin Gassett is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Strategic Advisors Inc and various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

Skylar Mccauley is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and possessing five years of industry experience. Prior to joining Fidelity, Mccauley gained work experience in various roles including at Walgreens Pharmacy and the University of North Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Jared King is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team focused on assisting families with multi-generational wealth through holistic planning and trusted relationships. Jared has been with Fidelity Investments since 2000, holding various positions including Service Trading Representative, Retirement Investment Specialist, Investment Management Consultant, and Investment Management Consultant for Private Wealth Management before his current role. His experience spans over two decades in investment management and retirement planning.

Matthew Bullard is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2004. Outside of his advisory role, he serves as a representative of the Era Education Foundation Class of 1999 Endowment. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction, delivering model portfolios across multiple asset classes.

David Hansen is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Schwab in 2020, he worked at Wells Fargo and CITT Services, and he attended Texas State University - San Marcos. 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’s client relationship model is primarily non-discretionary, offering both advisory recommendations and access to discretionary separate managed accounts via affiliated managers.

Alex Gelb is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Fidelity in various capacities since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing multi-manager and fund-of-funds structures.

Beau Floyd is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase and the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both 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, oversight of sub-advisers, and its advisory roles to registered investment companies and fund-of-funds.

Clair Mars is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab since 2018 and previously held roles at TD Ameritrade and several gig economy companies including DoorDash, Grubhub, Instacart, Uber, and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services along with custody and brokerage capabilities.

Erin Kazmer is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at American Airlines Credit Union for one year. 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, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Joshua Mcclellan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 17 years of industry experience. His prior firms include Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors Inc. 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Tune is a financial advisor with Charles Schwab, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. He is currently based in Westlake, Texas. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive due diligence on alternative investments.

Nicole Pugsley is a CFP®-designated financial advisor with Edward Jones, based in Southlake, TX, and has nine years of industry experience. She has been with Edward Jones since 2017 and previously held positions at Texas A&M University-Corpus Christi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, emphasizing a fiduciary standard in its advisory services.

Derek Land is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Guidance Support Specialist, Workplace Guidance Consultant, and Defined Contribution Representative. Derek works closely with clients to develop and maintain customized financial plans tailored to their unique situations and values. He focuses on understanding his clients' concerns and goals to provide guidance that supports their financial confidence and peace of mind. He holds an Arkansas Insurance License. Outside of his professional work, Derek has interests in baseball, football, music, outdoor adventures, and family activities.