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 in Roanoke, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Outside of advising, she is a notary and operates a business entity, Tracie Guyer & Associates LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. 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 serves a diverse client base and engages in advisory roles for registered investment companies, with a noted use of systematic methodologies and oversight to address conflicts of interest.

Chris Kotheimer is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Bank of America, and Merrill. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Lindsay Shoush is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2013. Outside of her advisory role, she owns mineral rights in a private oil exploration company. 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 create model portfolios across a range of investment vehicles.

Ryan Cothran is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Texas Hill Country, Hawk Movers, and work at Texas A&M University. Outside of financial advising, his background includes diverse roles in logistics and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including AI-driven methods, to deliver model portfolios and advisory solutions.

Alyssa Love is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior work includes roles at North Star Resources and Main Event Entertainment, as well as multiple positions at Texas Tech University. Fidelity, through its Strategic Advisers LLC subsidiary, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mason Hays is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior roles include positions at Citizens Bank and Trust and Quality Construction LLC. Outside of advising, he works as an independent contractor for DoorDash. 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 and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach and serves as an advisor to multiple registered investment companies.

Kelci Mc Ginnis is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities. Her prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citibank. Outside of her advisory work, she is involved in e-commerce, selling inventory related to furniture and household décor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Brian Olcott is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Charles Schwab Bank, Goosehead, and Lending Club Bank. Outside of his advisory role, he manages an Airbnb rental property listing for a family-owned condo in Keystone Ski Resort, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated advisory services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Ryan Moore is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. for five years and BKM P.C. for four years. Outside of his advisory roles, he is a business owner of RL Moore Enterprises, LLC. 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 wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Nikki Louise Coro is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2016. Outside of her advisory work, she is involved with ICOE chip, a pet company based in Florida, where she performs recordkeeping and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nathan Archila is a CFP® professional currently with OSAIC in Roanoke, TX, with four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and J.P. Morgan Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of brokerage, advisory, and managed account services through a large network of affiliated financial advisers.

Sean Leonard is a financial advisor with LPL Financial located in Hurst, TX. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019 and was unemployed from 2019 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing proprietary and third-party research to support diversified investment strategies.

Kevin Mc Gowan is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked previously at TD Ameritrade, Bank of America, Merrill, and Baylor University. 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 alongside a formal alternative-investment onboarding process.

Meghana Shenoy is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering the industry in 2026. Her prior experience includes roles at Cambridge Associates, J.P. Morgan Private Bank, and WCM Investment Management. Shenoy’s background also includes time spent in education and a business role at ClassRanked LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds with oversight and governance procedures.