Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Jason Cargill is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, LPL Financial, and Mutual Advisors. He also serves as a Non-Public arbitrator, sitting on panels to hear cases. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carl Lok is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to this, he was employed at TD Ameritrade and JP Morgan Securities LLC, and he was involved with MJSA Inc, operating Asia Bowl & Grill for 16 years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers strategic asset allocation supported by research from its Center for Financial Research.

Matthew Friday is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2010. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.

Ashley Jesko is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for five years. Outside the financial industry, she has been involved with Sharkey Cuts for Kids, where she handles appointment scheduling and customer service. Charles Schwab 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed guidance and a centralized operational structure.

Amparo Mauricio is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Bank of America. Mauricio is based in Westlake, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Alexander Ranieri Jr. is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Adel Nasser is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, the University of Texas at Dallas, and Apple. 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.

Charles Shelton is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investment Solutions and Fidelity Investments, as well as experience in the automotive sector with Sewell Fleet Management and Automotive Resources International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.

Payton Mccubbin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Farmers Cooperative and FuturesOne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Landon Cruse is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, with a brief tenure at Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a rental property. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Avantax and its affiliated entities for over a decade and owns Buchanan & Company PLLC, a CPA firm offering accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for family trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

David White is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 credential and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental property in Panama City Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jason West is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Investment Services, J.P. Morgan Securities, BB&T Securities, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Di Gregorio is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade, Royal Alliance Associates, and Td Waterhouse. Outside of advising, he works as a guest services ambassador at sports and entertainment events. 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 incorporates multi-asset model portfolios with centralized custody and order-routing arrangements.

Randall Kirk is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, and Navy Federal Credit Union. Merrill, along 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Nweke is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Robinhood Markets, Inc., TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab’s research and alternative investment programs.