Daniel Porter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. from 2008 until joining Cetera in 2022. Outside of his advisory role, he is involved with Porter, Morgan & Associates, a business he has operated since 2008. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services across multiple program structures and custodial relationships, with assets under management exceeding $256 billion.

Kelechi Anyanwu is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with 8 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Wells Fargo from 2015 to 2017. 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, using multi-asset model portfolios alongside alternative investment options.

Sydney Sheehan is a financial advisor at Fidelity with a Series 66 credential and 10 years of industry experience. She has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides diverse investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ihsaan Kamal is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Best Buy for nine years. 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 deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.

Mitchell Thunell is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at firms including Robinhood Financial, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Dowler is a financial advisor at Charles Schwab with Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked at Fidelity Investments for four years. Outside of his advisory role, he coaches wrestling at a private club, involving travel for national and local tournaments. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Hannah Favara is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, she worked in various roles including at 7 Brew Coffee and multiple retail and educational positions. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, and custody services. The firm’s approach includes primarily non-discretionary client relationships supplemented by access to affiliated discretionary separately managed accounts and a formal process for alternative investment offerings.

Samuel Gruhl is a CFA® charterholder and registered investment advisor associated with Cetera in North Richland Hills, TX, with four years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Natasha Nagwekar is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services.

Brandon Dwyer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he held various roles including operations management at Red Lion Enterprises, LLC, where he manages property maintenance, animal care, livestock transactions, and bookkeeping. 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 guidance and access to discretionary separately managed accounts, leveraging a multi-asset investment approach supported by centralized custody and operational infrastructure.

Michael Phelps is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Vallee is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Childress is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2020, following seven years at USAA Financial Planning Services and associated entities. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Darius Allen serves as a Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he prioritizes building trusting relationships with clients and team members, emphasizing open communication and active listening to align financial strategies with clients' unique goals. His leadership approach is grounded in trust and integrity, fostering confidence in decision-making within his team. Prior to his current position, Darius held several roles within Fidelity Investments, including Team Leader for Workplace Planning and Advice from 2021 to 2024, Managing Director from 2018 to 2019, and Workplace Planning Consultant from 2016 to 2018. He also gained experience as a Relationship Manager at Newport Group between 2019 and 2020. This breadth of experience reflects his focus on workplace planning, client relationship management, and leadership in financial services. Outside his professional commitments, Darius has interests in art, cars, fitness, tennis, traveling, and volunteering.

Hayden Wooters is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he has held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diverse investment funds.

Kevin Brennan is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Nuveen Securities, LLC from 2014 to 2020. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexa Situ is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of finance, she has experience with Fuller Rhythm Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Cynthia Scoggin is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. She worked at TD Ameritrade for 20 years before joining Charles Schwab in 2021. 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 centralized operational structure supporting a large client base.