Andres Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2017, including roles at Charles Schwab Bank and Charles Schwab Premier Bank beginning in 2026. Prior to joining Schwab, he was employed at La Academia De Las Estrellas. 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 investment advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Mario Martinez is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Clean Solutions Services LLC, and Crescent Resources LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts 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 in-depth research and a centralized operational structure.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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, supported by multi-asset model portfolios and due diligence on alternative investments.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. Merrill, together 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sahithi Pyde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held positions at Genpact and Pay Asia PTE Ltd. She also had a role at Bottomless Promotion in 2023. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and four years of industry experience. His prior experience includes roles at PennyMac and an academic background at Texas Tech University. 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 algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, use of AI and algorithmic methods, and advisory roles with multiple registered investment companies.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.

Chet Teichman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2012. He is also president of Teichman Financial Planning LLC, which operates as Omega Squared Wealth Management and provides insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Jeffery Clements is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Robert Giroux is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His prior work includes roles at Dynamic SLR and Texas Gun Experience. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Satish Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in several business ventures including ownership of retail property in Hyderabad, India, and partnerships in real estate investing through Samna LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm focuses on third-party asset manager selection and uses a tiered wrap fee structure rather than fixed fees.

Sean Mccloskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Mccloskey previously was involved with the Humane Society of North Texas from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and managing model portfolios across mutual funds, ETFs, and ETPs.

Andrew Almy is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2011. He has held roles including Account Executive, Financial Consultant, and currently serves as Vice President, Wealth Planner. In his role, he partners with affluent families to create personalized financial plans. Andrew's professional experience is rooted in wealth planning and financial consulting, with a focus on building lasting relationships with clients. His tenure at Fidelity Investments spans over a decade, reflecting his ongoing commitment to the field. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

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.