Omar Laghari is a financial advisor at Charles Schwab & Co., Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade, Amazon, AutoNation, and McClatchy. 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 provides a wide range of integrated brokerage, custody, and investment services.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.

Joshua Kane is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Traditions Wealth Advisors and Amazon. Outside of financial services, he has been involved with organizations such as Gamma Phi Beta and Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and offers model portfolios to intermediary platforms.

Bart Lamb 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 and Charles Schwab Bank since 2017, following prior roles at TD Ameritrade, TSR Consulting Services Inc, FedEx Express, and Soulence Financial. Charles Schwab 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Michael Justice is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, he worked at Syneos Health and Iqvia. Outside of finance, he provides private baseball instruction to youth in Fort Worth, Texas. He is associated with Strategic Advisers LLC, a Fidelity Investments company that delivers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves multiple registered investment companies through discretionary and non-discretionary advisory services.

Felicia Erwin Sanders is a financial advisor with LPL Financial in Carrollton, Texas, holding a Series 66 designation and 23 years of industry experience. She has worked with LPL Financial since 2007 across multiple tenures, with additional experience at CUSO Financial Services, SeCU Brokerage Services, and Equitable Advisors. Outside of her advisory role, she serves as an independent agent selling health and Medicare insurance products, provides tax preparation services, is a commissioned notary public in Texas, and serves on the board of a municipal utility district. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement advice through a large network of investment adviser representatives. The firm supports a broad range of investment strategies and combines advisory services with various financial and insurance products.

Kenneth Hang is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Kenneth has been with Edward Jones since 2005. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Buck is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2020 and previously worked at Weinstein & Riley and the New Mexico Legal Group. 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 both non-discretionary advisory recommendations and access to affiliated discretionary SMA portfolios, combining a multi-asset model portfolio approach with centralized custody and operational support.

Patrick Dugan is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at multiple Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ernest Martinez is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior experience includes six years at Edward Jones and a consulting role at EJM Consulting. 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 a multi-asset, strategic asset allocation investment approach.

Philip Monier is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in determining their long-term financial goals and implements customized strategies to meet those objectives. His areas of focus include portfolio development, liability management, and family succession planning, addressing the comprehensive aspects of a client’s financial situation. Philip has access to the investment resources of Merrill Lynch Wealth Management and the banking capabilities of Bank of America to support his clients' financial needs. Philip has 31 years of experience in the financial services industry. He began his career at Fidelity Investments as a Premium Services Advisor before joining Merrill Lynch as a financial advisor in 1997. He holds a Bachelor's degree in Business Administration from the University of Louisiana at Lafayette. Philip is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Philip participates in community service through volunteering with local organizations. He lives in Southlake with his wife, Kellie, and daughter, Genevieve. Outside of his professional work, he enjoys hunting, fishing, golf, and various outdoor activities.

David Buhr is a CFP®-designated financial advisor with LPL Financial, based in Grapevine, TX, and has 27 years of industry experience. He has been with LPL Financial since 2004, following a brief tenure at Saunders and Associates. Outside of his advisory role, he holds a Texas notary public commission. 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 financial planning and asset management solutions through a large network of advisors, utilizing various model portfolios and third-party strategies.

Danika Young is a Series 66-credentialed financial advisor with over three years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Waddell and Reed, 18/8 Fine Men's Salon, and the University of Phoenix. She is also a commissioned notary in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of investment strategies supported by advisor-facing tools.

David Pitre is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patrick Smith is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop and implement comprehensive financial plans. He focuses on understanding the unique complexities of each client's situation to provide actionable steps aligned with their long-term goals. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments, as well as a Workplace Planning Consultant at the same firm. Prior to joining Fidelity, he worked as a Benefits Coordinator at Aflac. Patrick holds an Arkansas Insurance License.

Nadim Aly is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2017. Prior to joining Schwab, he held roles at RecSports and the University of Texas at Austin. 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 multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Andrew Jacob is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services and Caritas Group, as well as experience at PeakBrain and the University of Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

William Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles with Boys & Girls Clubs organizations in Tennessee and Texas, as well as work with Communities in Schools Central Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ezra Resendiz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 and discretionary investment options, combining a large-scale operational footprint with integrated custody and brokerage services.

John Mc Daniel is a financial advisor at Charles Schwab with 11 years of industry experience. He has worked at Charles Schwab since 2023 (with a brief period at Fisher Investments) and previously spent eight years at TD Ameritrade. Outside of his advisory work, he participates annually as a test driver for new truck features with Test Drive Trucks. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.