Ryan Sanders is a Series 66-licensed financial advisor with Edward Jones in Colleyville, TX, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Based in Fort Worth, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Courtney Brown is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2009. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Khristopher Liles is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and six years of industry experience. His prior roles include positions at TD Ameritrade, JP Morgan Chase, and Wells Fargo. 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 SMA portfolios, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Katie Andrews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, she worked at FedEx Office and American Solutions for Business. 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 a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Nathaniel Laplante is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he served in the United States Army from 2019 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and use of algorithmic portfolio construction. The firm integrates proprietary research with quantitative analysis and delegates management to sub-advisers while overseeing share class and allocation decisions.

Gregory Gibson is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked as an independent contractor for GOAT, a sneaker reselling platform, and DoorDash. 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 using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cayden Germany is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he has held positions at Ellis & Ellis Law Firm, Oklahoma State University, and Bok Financial, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Carl Tyler is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Td Ameritrade, Inc. for 11 years and has been with Charles Schwab and its affiliated entities since 2022. Tyler is based in Westlake, TX. 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, offering clients multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Paul Brewer is a financial advisor with Edward Jones in Keller, TX. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Chelf is a Financial Consultant at Fidelity Investments, bringing with him a progressive career within the company since 2020. He has held multiple roles at Fidelity, including Investment Management Consultant I and II, as well as Investment Solutions Representative. Prior to joining Fidelity, Blake worked as a Financial Advisor at Raymond James & Associates from 2019 to 2020 and as a Retirement Plan Consultant at ANEW 401k TPA, LLC from 2016 to 2019. In his current role, Blake partners closely with clients to develop personalized financial plans that align with their unique goals. He emphasizes understanding clients' priorities, concerns, and financial needs to build relationships grounded in trust, guiding them toward informed financial decisions. Blake holds insurance licenses in Arkansas and California.

Glenn Jarvis is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he was employed at Fidelity Brokerage Services LLC and held positions outside the financial industry, including roles at Cinemark and Eastland ISD. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Skylar Mccauley is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and possessing five years of industry experience. Prior to joining Fidelity, Mccauley gained work experience in various roles including at Walgreens Pharmacy and the University of North Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

David Hansen is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Schwab in 2020, he worked at Wells Fargo and CITT Services, and he attended Texas State University - San Marcos. 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’s client relationship model is primarily non-discretionary, offering both advisory recommendations and access to discretionary separate managed accounts via affiliated managers.

Alex Gelb is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Fidelity in various capacities since 2016. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing multi-manager and fund-of-funds structures.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for five years before joining LPL Financial in 2020. Outside of his advisory work, he owns an event planning and venue business and serves on the Corsicana City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Beau Floyd is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase and the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both 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, oversight of sub-advisers, and its advisory roles to registered investment companies and fund-of-funds.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.