Nathan Archila is a CFP® professional currently with OSAIC in Roanoke, TX, with four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and J.P. Morgan Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of brokerage, advisory, and managed account services through a large network of affiliated financial advisers.

Sean Leonard is a financial advisor with LPL Financial located in Hurst, TX. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019 and was unemployed from 2019 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing proprietary and third-party research to support diversified investment strategies.

Kevin Mc Gowan is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked previously at TD Ameritrade, Bank of America, Merrill, and Baylor University. 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 multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Isabel Gonzalez is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process 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.

Meghana Shenoy is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering the industry in 2026. Her prior experience includes roles at Cambridge Associates, J.P. Morgan Private Bank, and WCM Investment Management. Shenoy’s background also includes time spent in education and a business role at ClassRanked LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds with oversight and governance procedures.

Garett Harbison is a financial advisor with Edward Jones in Hurst, TX, holding a Series 63 designation and over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jordan Greer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at TD Ameritrade and has been involved with his own firm, Greer & Company, since 2021. Outside of financial advising, he has held roles in technology and e-commerce, including working with Amazon FBA and Uber. 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 support alongside access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational capabilities.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

Kelsey Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL in 2021, Lindsey worked at Cetera and Foresters Financial Services. Outside of financial advising, Lindsey is the owner and entertainer for Fort Worth Princess Parties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Johnnie Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he is an independent consultant for Scout and Cellar, a wine ordering service, and serves as co-trustee of his mother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lisa Thorn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Horn Solutions, Inc., Ayco, TD Ameritrade, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Barbara Gelinas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she worked for over two decades at Luxottica of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it operates with oversight controls and sub-adviser delegation to manage conflicts of interest.

Mitchell Evans is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including work at Camp Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Scott Avery is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Abilene. He advises high net worth families and their legal and tax advisors in areas including investment and spending policies, traditional and alternative asset allocation, investment manager selection, liability management, and wealth transfer strategies. Scott's expertise encompasses taxable and tax-deferred portfolios, charitable remainder trusts, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, services for endowments, foundations, and non-profits, women and wealth, sports and entertainment, tax minimization, and retirement income. Scott holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He maintains FINRA registrations Series 7 and 66, and earned his certifications through the Investments & Wealth Institute, with CIMA training conducted in conjunction with The Wharton School of Business. He also holds a bachelor's degree from Texas Tech University System. Outside of his professional career, Scott enjoys fishing, football, hunting, soccer, and spending time with his family. He has been married to his wife Kristin for more than twenty years, and together they have three children.

Andrew Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of experience in the industry. He previously worked at Next Financial Group, Inc for 16 years and has been involved in property and casualty insurance through Texas American Insurers since 1995. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at TD Ameritrade, Inc. for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base of 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 guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Roberto Quintanilla is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work history includes roles at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of his advisory work, he is co-owner of Vape Vending USA LLC, a retail vending 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides centralized supervisory, custody, and order-routing services.

Kaitlyn Peveto is a financial advisor at Fidelity Investments with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at CRAFThouse/Blind Salamander and Favor, as well as a background in education and community involvement through Justice for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

Walter Stucker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2017. Outside of his advisory role, Stucker works as a patient care technician at St. Luke’s Hospital in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.