Barnabas Omejia is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Outside of his advisory work, he operates a luxury car rental 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Benny Macias is a Planning Consultant at Fidelity Investments. He currently serves clients by helping them build strong financial foundations for their future. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional life, Benny enjoys spending time with his family and engaging in activities such as golf, fishing, baseball, and boating. He is married and enjoys going on adventures with his wife and son.

Javier Garcia is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked for Mr. Cooper Mortgage LLC for ten years before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI in its investment process.

Christopher Sanchez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, along with service in the US Army Reserves. Outside of finance, he has worked in higher education at The University of Tampa and in the hospitality industry at Texas de Brazil. 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 and discretionary portfolio management, supported by multi-asset model portfolios and alternative investment options.

Brandon Dillman is a financial advisor at Edward Jones in Roanoke, TX, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse client types such as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. 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 client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Shanth David is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services and 1ST Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary programs.

Kayla Herron is a financial advisor at Fidelity with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Fidelity, she worked in education and nonprofit roles, including positions at Plano ISD and Big Thought. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Sydney Webb is a financial advisor at Fidelity with one year of industry experience. Before joining Fidelity Investments in 2025, Webb worked for Texas A&M University Transportation Services and was involved with Hideout Burgers Mansfield. 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 across a range of investment vehicles. The firm is notable for its role as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of advanced technologies such as AI in portfolio management.

Tiffany Clark is a CFP® with nine years of experience in the financial services industry. She is currently with Charles Schwab and previously worked at Schwab Private Client Investment Advisory, Inc. from 2016 to 2020. 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 centralized operational structure.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Binod Rijal is a financial advisor with Merrill in Irving, TX, holding Series 63 and Series 66 credentials and has 19 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he contributes freelance articles on topics such as philosophy, politics, and personal experience to newspapers and journals. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Republic Finance, MK Empire Realty, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shelby Griffing is a financial advisor at Charles Schwab with eight years of industry experience. Prior to joining Schwab in 2018, Griffing worked at TD Ameritrade for three years and was employed at Luna Grill from 2016 to 2018. Griffing holds the Series 63 and Series 65 designations. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment process.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Jakob Kehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Baylor University and Peak Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolio delivery, and its advisory role to multiple registered investment companies.

Jennifer Pritchett is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, First Hawaiian Bank, and BancWest Investment Services. Pritchett is based in Westlake, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and research-backed alternative investment options.

Tracie Guyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Guyer is also a notary and operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Weeks is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with multiple registered investment companies.