David Van Buskirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theresa Badgett is a financial advisor with Cetera in Grapevine, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. She has worked at Cetera and its affiliates since 2025 and previously spent 11 years with Avantax Advisory Services and related entities. Outside of advisory services, she owns and operates Badgett Tax & Financial, offering accounting, tax preparation, bookkeeping, and payroll services, and also owns a shaved ice business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Goldie Andrews is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, Andrews worked for six years at Arlington Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Ethan Mooney is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Charles Schwab Bank and spent time at Bass Pro Shop and in full-time education. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.

Robert Davies is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at TD Ameritrade and United RV before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Beatriz Gomez is a financial advisor with Charles Schwab in Westlake, TX. She holds Series 65 and Series 63 licenses and has eight years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Charles Schwab & Co., Inc. serves a large client base 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Kenny Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2020 and also has prior experience at Bank of America and Christy Alley State Farm. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Siyao Ji is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Ji has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 2022. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Long Tran 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 and Charles Schwab Bank, SSB since 2018. Prior to that, he had brief roles at Weaver and Freedom Park. 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Erika Maye is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Brokerage Services since 2016. Outside of her advisory role, she serves as the treasurer for a homeowners association management company in Dallas, where she participates in quarterly meetings and assists with community activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of mutual funds, ETFs, and ETPs.

Imanol Meza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials, and has four years of industry experience. His prior work includes roles at TD Ameritrade, Walmart, Toyota, and Discount Tire. 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 mix of non-discretionary and discretionary investment guidance with multi-asset model portfolios and centralized operational support.

Kendra West is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She has worked at Edward Jones since 2017 and has prior experience at AFlac, Fort Worth Lighting, and Tarrant County Junior College. 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 and investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Alexander Weymier is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background in healthcare services. Outside of finance, he is co-owner and manager of Better Now, a music-related business, where he also plays bass. 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 related 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.

David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Katherine Kiere is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Resource One Credit Union. 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 and discretionary investment options, delivering multi-asset model portfolios and alternative investment access within an integrated operational structure.

Devin Pajeau is a financial advisor with Fidelity in Westlake, TX, holding Series 66 and Series 63 licenses and four years of industry experience. His professional background includes roles at Fidelity Investments, Equitable Advisors, and AXA Advisors, as well as non-financial positions in hospitality and education. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies, delegated management structures, and advisory roles to multiple registered investment companies.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across several Fidelity divisions since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.