Christopher Greenlaw is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked with various Fidelity entities since 2002, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and plays a formal advisory role to multiple registered investment companies.

Landon Wasson is a Series 66-licensed financial advisor with Fidelity in Westlake, TX, and has one year of industry experience. His prior experience includes roles at the University of Central Oklahoma and O'Reilly Auto Parts. Outside of his advisory work, he is involved as an officer in family businesses related to land leases. 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, delivering model portfolios through both discretionary and non-discretionary services.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Uber, and River Oaks Ranch. 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 investment solutions supported by multi-asset model portfolios and centralized operational structures.

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.

Keith Tarango Lopez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at two State Farm agencies and various other companies before joining Fidelity. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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 Investments, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Fidelity since 2005 and currently works out of Westlake, TX. Outside of his advisory role, Bedford is engaged in painting and sells his artwork on eBay, in addition to creating how-to videos on YouTube. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods, including the use of AI, to construct portfolios from mutual funds, ETFs, and ETPs.

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 holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Pappas. 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 affiliated discretionary separately managed accounts and offers a centralized, integrated client service model.

Lincoln Hirsch is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2019. Throughout his career, Lincoln has focused on understanding client preferences, needs, and goals to develop tailored financial strategies. His approach involves a structured process to guide clients toward their financial objectives, emphasizing trust, reliability, transparency, and value. He holds insurance licenses in Arkansas and California.

Caleb Trayer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Eggs Up Grill, Chick-fil-A Presideo Texas, Amazon, and Aflac. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s investment approach combines non-discretionary advisory relationships with access to discretionary separate managed accounts and multi-asset model portfolios.

Mark Leonard is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Orion Portfolio Solutions, Orion Advisor Technology, Raymond James & Associates, and TD Ameritrade. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining a large client base with an integrated structure that includes centralized custody and order-routing services.