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 63 and Series 66 credentials and one year of industry experience. His prior work includes multiple roles at Baylor University and positions in physical therapy and customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for various registered investment companies and fund-of-funds.

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, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Guyer is also a notary and operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 been associated with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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 worked at Fidelity in various roles since 2013, including seven years with Fidelity Personal and Workplace Advisors. Outside of advising, she is the owner of mineral rights through Browning Oil Company, Inc., receiving royalty payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Cothran is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His career includes roles at Texas Hill Country and several other companies prior to joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

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 designation and four years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and Trust and has experience as an independent contractor with DoorDash. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kelci Mc Ginnis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Citibank, and First Bank. Outside of her advisory role, she is involved in an e-commerce business selling furniture and household decor. 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 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.

Haley Crocker is a financial advisor at Fidelity with a Series 66 credential and one year of experience at the firm. Prior to Fidelity, she worked for Firefighters First Credit Union and had roles outside the financial industry, including positions at Hilliards Chocolates and Trader Joe's. 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 develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Brian Olcott is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at various Schwab entities since 2023 and has prior experience with firms including Lending Club Bank and GoHealth. Outside of finance, he manages a rental property listing on Airbnb for a condo owned by his parents in Keystone Ski Resort, Colorado. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing services.

Ryan Moore is a financial advisor with LPL Financial, holding a Series 66 registration and bringing six years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and BKM P.C. He has also been involved with organizations such as the Eugene Emeralds and Northwest Collegiate Ministries. Moore owns RL Moore Enterprises, LLC, an entrepreneurial venture based in Eugene, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

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 with five years of industry experience, currently affiliated with OSAIC in Roanoke, TX. His prior experience includes roles at Charles Schwab & Co., Inc. and J.P. Morgan Securities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios containing various asset types, accommodating both discretionary and non-discretionary accounts.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the 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. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

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.