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® with seven years of industry experience, currently affiliated with Charles Schwab. He has worked at Charles Schwab & Co., Inc. since 2018 and previously spent five years with Santander Consumer USA. Hector holds Series 66 and Series 63 licenses. 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 solutions, employing multi-asset model portfolios and centralized custody and brokerage functions.

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 at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc from 2008 to 2017. Fisher is based in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Clayton Claunch is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2016. Outside of his advisory role, he owns and operates a property management business focused on short-term rental leasing. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Corona is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has been with Fidelity Investments since 2022 and has prior work experience in various roles outside the financial industry, including ownership of a coffee bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its advisory roles with registered investment companies and use of systematic investment methodologies.

Richard Marino is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank since 2026. 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 financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Dakoda Trull is an Investment Solutions Representative III at Fidelity, a role held since 2025. Prior to this, Dakoda progressed through several positions within Fidelity, including Investment Solutions Representative II in 2024-2025, Investment Solutions Representative I in 2023, and Client Relationship Advocate from 2022 to 2023. In the course of this experience, Dakoda assists clients in defining and advancing their financial goals by understanding their individual stories and aspirations. This collaborative approach aims to develop custom investment strategies and financial plans tailored to clients' specific needs.

Dodge Brown is a CFP® professional with three years of industry experience, currently with Wells Fargo Clearing in Fort Worth, TX. He has worked previously at Edward Jones and Fidelity Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Whitney Baker is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade. Prior to her financial services career, she was employed at Rockwall High School for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options supported by Schwab’s in-house research and centralized operational structure.

Martin Durbin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held roles at Avantax Investment Services and 1st Global Advisors and is president of several related entities, including Aperture Wealth Management and a CPA firm. He is also involved in agricultural and ranching operations through Stag Horn Ranch LLC and Durbin Enterprises, Inc., and serves as a board member for the Envision Mineral Wells Foundation, a nonprofit focused on community and economic development. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing a range of investment options and program structures.

Philip Kendall is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Kendall serves on the boards of the Dallas Fort Worth CFA Society and the Mosshaven Elementary Dad's Club. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a mix of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Juliann Vidaurri is a financial advisor with Fidelity in Arlington, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive capabilities in commodity pool operations and application of AI-driven methodologies.

John Ryan is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the industry in 1989 after a brief career as a floor trader at the Chicago Mid-American Exchange and has since worked extensively in family wealth management, focusing on complex financial problem solving, tax minimization, and legacy planning. John and his team strive to develop deep client relationships by providing customized services that emphasize tax efficiency and risk minimization to support both wealth building and preservation processes. John holds multiple FINRA registrations, including Series 3, 7, 63, and 65, along with the Certified Investment Management Analyst (CIMA) designation. He earned a Bachelor's Degree in Finance from Texas Christian University and has been practicing as a wealth management advisor in the Fort Worth area for over 40 years. He is also proficient in English, French, and Spanish. John resides in Fort Worth with his wife Amy Boyd Ryan and their two children. His personal interests include fishing, hiking, reading, running, traveling, language learning, karate, and wine collecting. He has been involved with the Fort Worth Museum of Science and History as a former member of the Board of Trustees and participates with the First Presbyterian Church of Fort Worth.

Kirsten Sedino is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she was involved in the restaurant industry as an officer responsible for marketing at Meat U Anywhere Management LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and consulting for retail and institutional investors.

Vincent Bowery is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His background includes service in the United States Navy from 2013 to 2017 and roles at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs proprietary research combined with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

Fabrice Onomo is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Best Buy, Heliana's Pharmacy, and the Department of Public Health Cameroon. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.