Donald Ravens Miraglia is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in St. Louis Park, Minnesota. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Isabel Adamiak is a CFP® and Series 66 license holder with six years of industry experience. She is currently affiliated with Charles Schwab, having worked at various Schwab entities and TD Ameritrade since 2019. 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 affiliated discretionary separately managed accounts and alternative investments.

Brian Treger is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in the financial services industry, having joined Merrill Lynch in 2015 after 14 years at A.G. Edwards (now Wells Fargo Advisors). In his current role, Brian serves a diverse client base including individuals, families, business owners, and corporate executives, providing wealth management and retirement planning services. His expertise includes retirement income planning, wealth preservation, portfolio management, business succession, and multigenerational wealth transfer strategies. As a Portfolio Manager, Brian develops and manages personalized investment solutions that incorporate individual stocks and bonds, model portfolios, and third-party strategies. He also offers services such as tax loss harvesting and liquidity event planning. Brian holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's degree from Texas Christian University and is a member of the TCU Clark Society. He has been involved with the Fort Worth University Little League as a board member. Brian lives in Fort Worth with his wife and three children, and enjoys spending time with his family, golfing, and skiing.

Omar Laghari is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior work experience includes roles at TD Ameritrade, AutoNation, Amazon, and McClatchy. 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 multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.

Joshua Kane is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Traditions Wealth Advisors and Amazon. Outside of financial services, he has been involved with organizations such as Gamma Phi Beta and Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and offers model portfolios to intermediary platforms.

Bart Lamb is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2017, following prior roles at TD Ameritrade, TSR Consulting Services Inc, FedEx Express, and Soulence Financial. 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Michael Justice is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, he worked at Syneos Health and Iqvia. Outside of finance, he provides private baseball instruction to youth in Fort Worth, Texas. He is associated with Strategic Advisers LLC, a Fidelity Investments company that delivers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves multiple registered investment companies through discretionary and non-discretionary advisory services.

Kenneth Hang is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Kenneth has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Buck is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2020 and previously worked at Weinstein & Riley and the New Mexico Legal Group. 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 advisory recommendations and access to affiliated discretionary SMA portfolios, combining a multi-asset model portfolio approach with centralized custody and operational support.

Patrick Dugan is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at multiple Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ernest Martinez is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior experience includes six years at Edward Jones and a consulting role at EJM Consulting. 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 offers a multi-asset, strategic asset allocation investment approach.

Philip Monier is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in determining their long-term financial goals and implements customized strategies to meet those objectives. His areas of focus include portfolio development, liability management, and family succession planning, addressing the comprehensive aspects of a client’s financial situation. Philip has access to the investment resources of Merrill Lynch Wealth Management and the banking capabilities of Bank of America to support his clients' financial needs. Philip has 31 years of experience in the financial services industry. He began his career at Fidelity Investments as a Premium Services Advisor before joining Merrill Lynch as a financial advisor in 1997. He holds a Bachelor's degree in Business Administration from the University of Louisiana at Lafayette. Philip is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Philip participates in community service through volunteering with local organizations. He lives in Southlake with his wife, Kellie, and daughter, Genevieve. Outside of his professional work, he enjoys hunting, fishing, golf, and various outdoor activities.

David Buhr is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial in Grapevine, TX since 2004. Outside of his advisory work, he holds a Texas state notary commission. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to proprietary and third-party research.

Danika Young is a Series 66 licensed financial advisor with LPL Financial, based in Southlake, TX, and has three years of industry experience. She previously worked at Waddell and Reed for six years and has experience in the service industry, including a role at 18/8 Fine Men's Salon. Danika is also a commissioned notary in the State of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Pitre is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nadim Aly is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2017. Prior to joining Schwab, he held roles at RecSports and the University of Texas at Austin. 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Andrew Jacob is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services and Caritas Group, as well as experience at PeakBrain and the University of Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

William Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles with Boys & Girls Clubs organizations in Tennessee and Texas, as well as work with Communities in Schools Central Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ezra Resendiz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 both non-discretionary and discretionary investment options, combining a large-scale operational footprint with integrated custody and brokerage services.