Zachary Buckingham is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Charles Schwab Bank and Haynie & Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized services.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Woods is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Total Quality Logistics, Jared, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

George Peacock III is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2015. Outside of his advisory role, he is involved as a limited partner in a movie production company, EL JUFE PRODUCTIONS, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers.

Parker Anderson is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, NTX Couriers, and Moviehouse & Eatery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation and alternative investment options.

Joseph Najarian is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes multiple roles at Charles Schwab and its bank from 2016 to the present, with prior experience at Bank of America and Merrill. 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, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

Kevin Hargrove is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has extensive experience within Fidelity, having held roles such as Director Retirement Planner in the Tax-Exempt market from 2017 to 2023, and positions focused on retirement and investment solutions from 2013 onward. Kevin is a CERTIFIED FINANCIAL PLANNER™ who partners with clients and their families to develop and maintain financial plans that align with their priorities and values. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional work, Kevin engages in activities including comedy, family activities, fitness, golf, and running.

Sireen Nadaf is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. Prior to her current role, she worked as a Workplace Planning Consultant at the same firm from 2021 to 2024. In her role, she partners with clients to co-create financial plans aimed at providing peace of mind during retirement and beyond. Sireen focuses on building long-lasting relationships that support families across generations. She helps clients work toward their financial goals and guides their loved ones toward financial confidence, positioning herself as a trusted resource for their family's future. Outside of her professional responsibilities, Sireen enjoys board games, family activities, outdoor adventures, reading, traveling, and volunteering.

Nancy Wallace Ruffin is a financial advisor with Ameriprise in Cedar Hill, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Tiner is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., and Td Ameritrade. He is also a co-owner of an inactive business originally intended to grow and sell organic vegetables. Charles Schwab & Co., Inc. serves a large client base of 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 portfolios, offering a multi-asset investment approach supported by research and centralized operational capabilities.

Elias Bashour is a Financial Advisor with Merrill Lynch Wealth Management. He brings over five years of experience in the financial industry, focusing on developing strategies that align with clients' short-, mid-, and long-term goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Elias holds a Bachelor's Degree in Economics from Texas State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes a personalized approach to financial planning, using Merrill's tools and research to implement customized financial plans. In his personal time, Elias enjoys spending time with his family, hiking, and playing or watching various sports such as baseball, basketball, billiards, football, and ice hockey. He also has interests in music, photography, traveling, and watching movies.

Olin Ragsdale is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. His career includes roles at Signal Securities, Inc. and Rhodes Securities, Inc., and he has operated his own insurance agency since 1983. In addition to advising, he conducts continuing education classes and webinars for attorneys. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and various account platforms.

Christopher Gardner is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Gardner serves on the GCISD School Health Advisory Council, acting as a liaison between the community and the school district to align health education programs with local values. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Roberto Torres is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their families to develop customized financial plans tailored to their personal needs. He focuses on collaboration and building strong relationships to create strategies aligned with clients' financial goals. Roberto's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2022 to 2023 and as a Customer Relationship Advocate from 2019 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Roberto's personal interests include cars, family activities, social events with friends, golf, horseback riding, and traveling.

Robert Allsup serves as Vice President and Financial Consultant at Fidelity Investments, where he has been since 2020. He brings extensive experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade from 2010 to 2020, Fixed Income Specialist at Fidelity Investments between 2008 and 2010, and Investment Consultant at Fidelity from 2006 to 2008. Earlier in his career, he worked as a Service Representative at Fidelity Investments and as a Financial Consultant at Northwestern Mutual. Robert holds an Arkansas Insurance License, supporting his expertise in financial consulting and client service. His approach focuses on simplifying investing and aligning clients' capital use with their values. Outside of his professional role, he enjoys baseball, family activities, fitness, music, pets, and reading.

Hector Ortiz Ramirez is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2018, including a role at Charles Schwab Bank, SSB. Prior to Schwab, he was employed at Santander Consumer USA for five years. Charles Schwab & Co., Inc. serves a large client base of 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 services with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Laura Gonzales is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She previously worked at Bank of America and Merrill, where she spent 11 years. Based in Fort Worth, TX, she has been with Raymond James since 2023. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexis Fothergill is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Alexis worked at Fidelity Investments and has a background that includes roles outside the financial industry, such as employment at Trader Joe’s. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside comprehensive brokerage and custodial services.

Jean Fisher is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 28 years of industry experience. Her previous roles include positions at UBS Financial Services and Merrill. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 advisors.

Susan Smith is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior work includes roles at Avantax Insurance Services, Avantax Advisory Services, and First Command Advisory Services. Outside of financial advising, she holds a notary public position in Texas and occasionally assists at a local vision clinic. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with a wide range of program options and affiliations.