Joseph Weik is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. He has previously worked with the Diocese of Fort Worth and Strategic Energy Products. Outside of his advisory role, Weik coaches youth baseball for the North Dallas Baseball Academy, a non-profit organization. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jamie Andujar is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Schwab, Jamie worked at Olympus Enterprises and Allstate Insurance. Outside of advisory work, Jamie is involved in retail sales through a small apparel business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach. The firm is notable for its scale, integrated structure, and centralized supervisory and custody services.

Brooks Ralph is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Hub City Productions and Arizona Snowbowl. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios utilizing mutual funds, ETFs, and ETPs, and is notable for its regulatory registrations, advisory roles to registered investment companies, and use of advanced technologies such as AI.

Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Williams is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cetera and American Airlines Federal Credit Union. Outside of his advisory role, Williams coaches youth baseball with the Arlington Southwest Little League. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by extensive research and technology resources.

Ryan Penshorn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Charles Schwab since 2013. 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 supported by research and alternative investment options.

Jordan Wiley is a Planning Consultant at Fidelity Investments, where he partners with clients to align their financial goals with their values through thoughtful planning. His current role involves helping clients navigate their financial journeys by combining personalized strategies with Fidelity's approach to financial well-being. Jordan has held multiple positions at Fidelity Investments, progressing from Customer Relationship Advocate in Service (2022-2023) to Client Service Representative in Advisor Services (2023-2024), then to Relationship Manager in Wealth Management (2024-2025), before assuming his current role as Planning Consultant in Wealth Management in 2025. This progression reflects a breadth of experience across client-facing roles within financial services. He holds an Arkansas Insurance License. Outside of his professional work, Jordan enjoys boating, fitness, golf, and traveling.

Meghana Mistry is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked at Charles Schwab since 2022 and previously at TD Ameritrade. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

David Robinson is a Series 66-credentialed financial advisor at LPL Financial with 16 years of industry experience. He previously worked at INVEST Financial Corporation and RFG Wealth Advisory before joining LPL Financial in 2018. Robinson also maintains activities as an independent insurance agent specializing in life, accident, health, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Meghan Cave is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, using systematic methodologies and long‑term asset allocation benchmarks.

Joseph Fiore is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including ZINNBURGER and Allied Wealth Partners. He served as a co-chair for the National Association of Insurance and Financial Advisors Youth Advisory Team, a board role focused on engaging youth and promoting the importance of young advisors in financial services. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Lane Mcgowen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at the University of Dallas for four years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Keith Burrus is a financial advisor with Thrivent Investment Management in Irving, TX, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Edward Jones, Ministry Brands, and Pray.com. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic analyses and planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”

Jacob Poindexter is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2020, following prior roles at Bank of America and Merrill. His background also includes positions in education and healthcare-related organizations. Charles Schwab & Co., Inc. serves a large client base, 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 models with access to discretionary separately managed accounts, offering multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Jennifer Kilby is a CFP® professional based in Westlake, TX, affiliated with Charles Schwab. She has 26 years of industry experience, including prior roles at The Vanguard Group, Fisher Asset Management, and various wealth management firms. She is also the author of a book on communication. 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 relationships and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and is part of the Campanello Wealth Management Group. Jackson focuses on client areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and maintains several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is bilingual in Spanish and English. Jackson serves as a board member for the Culverhouse College of Business Board of Visitors. Outside of his professional work, he enjoys cooking, football, golfing, music, running, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Eric Charway is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Robinhood and TD Ameritrade, along with involvement in entrepreneurial and nonprofit activities such as Crepes n Things LLC and the Roby House Alumni Foundation Inc. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Carlos Calderon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and seven years of industry experience. He previously worked at Charles Schwab and Frost Bank before joining Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special-needs analysis, and divorce.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.