Clair Mars is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab since 2018 and previously held roles at TD Ameritrade and several gig economy companies including DoorDash, Grubhub, Instacart, Uber, and Lyft. 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 services along with custody and brokerage capabilities.

Erin Kazmer is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at American Airlines Credit Union for one year. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Joshua Mcclellan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 17 years of industry experience. His prior firms include Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors Inc. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Tune is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. He is currently based in Westlake, Texas. 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 investment approach supported by centralized custody and operational capabilities.

Parrish Mackey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Power Home Remodeling, and his own firm, PK Mackey. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Brandon Tabor is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill for 15 years and J.P. Morgan Chase. 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. The firm supports a range of advisory activities including discretionary portfolio management and fund advisory, with a focus on systematic methodologies and long-term asset allocation.

Lauren Wyatt is a financial advisor at Charles Schwab with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes sixteen years at TD Ameritrade and several roles within Charles Schwab and its affiliated entities since 2022. Outside of her advisory work, she owns a small retail business making baby shoes and cloths and works as an Instacart shopper. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Taryn Maafala Maiava is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Maiava worked in education and delivery services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Rush Griffith is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior experience includes roles at Edward Jones, Wells Fargo Clearing Services, and Fidelity Investments. 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 a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and in-depth research.

Jason Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their personal financial goals and develop strategies aimed at achieving these objectives across short-term, mid-term, and long-term horizons. His services include general investing, retirement planning, and preparing for unforeseen financial needs. In addition, he provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jason holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Texas.

Katherine Rogers is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. She previously worked at Securities America in various capacities from 2010 to 2017. In addition to her advisory role, she operates as an independent insurance agent through multiple entities in Fort Worth, TX. Cambridge Investment Research Advisors serves a broad client base, including individuals across wealth levels, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm provides multiple portfolio management approaches via a large network of independent Financial Professionals, with offerings that include proprietary and third-party model strategies.

Jeffrey Burkholder is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has previously worked as a Central Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Eureka Tree Financial from 2021 to 2022 and at First Command Brokerage Services from 2018 to 2020. Jeffrey focuses on coaching his clients and helping them navigate the complexities of building a financial plan, emphasizing strong connections with clients and their families to maintain trust, reliability, and professionalism. His professional experience spans various facets of financial advising and client relationship management. Jeffrey holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional life, Jeffrey's personal interests include art, board games, comedy, museums, theater, and traveling.

Debra Jones is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo in various capacities since 2004, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bahram Talaifar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he is an owner of Awesome Times Properties, a non-investment-related business. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Shahdad Djavaherian is an advisor at Fidelity with a Series 66 designation and industry experience beginning in 2025. His prior roles include positions at Clearpath Lending and LINC Commercial Realty. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and comprehensive fund advisory services.

Antara Mohsin is a Series 66 licensed financial advisor with Fidelity in Dallas, TX, with one year of industry experience. Prior to joining Fidelity Investments, Antara worked at Gartner and held roles at several organizations including the Stephen Stagner Sales Excellence Institute and Adidas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services, with oversight controls and use of AI in its investment process.

Lauren Yaffa is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Charles Schwab in 2017, she worked at Fidelity Brokerage Services LLC from 2015 to 2017. Charles Schwab & Co., Inc. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Center for Financial Research.

Anthony Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he has worked in various roles including at JPMorgan Chase Bank and has been involved with Consumer Direct Care Network Texas since 2017, providing home-care services. He also serves on the finance committee of the Presbyterian Night Shelter as a board member. J.P. Morgan Securities LLC 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 their recommendations.

Lauren Mathers is a CFP® professional with 14 years of experience in the financial industry. She has been with Charles Schwab since 2015, including roles at Charles Schwab Bank from 2016 to 2017 and in 2020. Mathers holds Series 63 and Series 66 licenses and works out of Westlake, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory fee-based 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 range of integrated brokerage, custody, and advisory services.

Keith Lansdale is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2020, he worked for the City of Nacogdoches from 2014 to 2020. Outside of finance, Lansdale is a freelance author of film scripts, comics, novels, and short stories. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a centralized operational and supervisory infrastructure.