Keith Lansdale is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2020, he worked for the City of Nacogdoches from 2014 to 2020. Outside of finance, Lansdale is a freelance author of film scripts, comics, novels, and short stories. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a centralized operational and supervisory infrastructure.

Shelly Dodge is a financial advisor at Ameriprise with 25 years of industry experience. She held a prior role at NEXT Financial Group Inc. for 20 years before joining Ameriprise in 2025. Dodge holds the Series 63 and Series 65 credentials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kevin Hadawi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors and Merrill. Outside of his advisory role, he serves as a board member of the City of Rockwall Architectural Review Board and as treasurer of the Children's Advocacy Center for Rockwall County. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a diversified investment approach, offering both brokerage and advisory solutions supported by a broad range of financial products through its bank and insurance affiliates.

Jaxson Floyd is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he held various positions across different sectors, including roles at Blue Goose Cantina and TIG Real Estate Services. Charles Schwab serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment guidance, delivered through multi-asset model portfolios and a range of integrated advisory and brokerage solutions.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

Christopher Greenlaw is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within Fidelity and its affiliated entities since 2002. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

James Hunter is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Thomson Investment Group and various positions during his education at the University of Texas at Dallas and Austin Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kelly Matwick is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Prior to that, she was affiliated with The University of Texas at Arlington and Homemaker. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and manages oversight of sub-advisers while maintaining established governance and proxy-voting procedures.

William Schlabach is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 14 years at Hi-Line, Inc. His outside activities include receiving royalties from oil interests through TransOil Marketing, LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Bailey Bynum is a financial advisor with Morgan Stanley in Southlake, TX, holding a Series 66 designation and 15 years of industry experience. Bynum has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Charles Tucker is a financial advisor with Fidelity Investments, holding a Series 66 credential and four years of industry experience. His prior roles include a decade at Wells Fargo Bank, NA, and a year at Wells Fargo Clearing. Outside of finance, he performs as a drummer in live music bands based in Denton, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic construction. The firm serves various investors and employs systematic methodologies alongside oversight of affiliated sub-advisers.

Shawn Carney is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and Uber. He is 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 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 investment approach.

Jeff Croswell is a financial advisor with Edward Jones in Cross Roads, TX, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after six years at AT&T. Outside of his advisory role, he hosts trivia nights at local restaurants and serves as a soccer referee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jason Roberts is a CFP® professional with six years of industry experience, currently advising at Charles Schwab in Westlake, TX. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Roberts’s background also includes a year at Hitachi Consulting Corporation. Charles Schwab serves a large client base primarily composed of high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory program, offering both non‑discretionary advice and access to discretionary separately managed accounts. The firm’s integrated approach combines advisory, brokerage, custody, and cash‑sweep services supported by multi-asset model portfolios and in-depth research.

Joseph Catalano is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Fidelity Investments since 2012. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios employing mutual funds, ETFs, and ETPs, with oversight of sub-advisers and a focus on addressing conflicts of interest.

Linda Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held positions at Rainbow Pharmacists Services, Ballpark Pharma Inc, Green Oaks Pharma Inc, and Care Services LLC. Fidelity’s 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 offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies to develop model portfolios.

Luke Richmond is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated structure that supports a wide range of advisory and custody services.

David Bedford is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Fidelity Investments in various roles since 2005. Outside of his advisory work, he is self-employed in painting, selling his artwork on eBay, and creating how-to videos on YouTube. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors, with offerings that include portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research and quantitative analysis.

Nicholas La Croix is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab Bank, SSB since 2019 and previously spent four years at Kroger. 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 guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Adan Lagunas is a financial advisor at Charles Schwab with four years of industry experience. He has held positions at TD Ameritrade and Pappas before joining Charles Schwab. His professional credentials include the Series 63 and Series 66 licenses. 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 a multi-asset model portfolio approach supported by in-house research and alternative investment options.