Michael Reed is a financial advisor with Fidelity who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lee Chapman is a financial advisor at Edward Jones in Katy, TX, holding a Series 66 designation with eight years of industry experience. He worked at Tailored Brands LLC from 2010 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Jayesh Bhakta Bhakta is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill since 2022 and previously worked at Bank of America, N.A. beginning in 2026. Outside of finance, he has experience running lodging businesses and homemaking activities. Merrill, together 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, and institutional investors.

Jon Heger is a Vice President and Financial Consultant at Fidelity Investments. In this capacity, he works closely with clients and their families to develop tailored financial plans aimed at achieving their unique financial goals. Jon has over 25 years of experience with Fidelity Investments, having held various roles including Regional Planning Consultant, Financial Consultant, and Financial Representative. He is a Certified Financial Planner™ and holds an insurance license in Arkansas. Outside of his professional work, Jon enjoys baseball, family activities, fishing, golf, running, and traveling.

Douglas Van Sickle is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including American General Life Insurance, Edward Jones, and Natixis Global Asset Management. 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. The firm is registered as a commodity pool operator and serves multiple registered investment companies while delivering model portfolios through systematic methodologies.

Thomas Doggett Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including prior roles at Edward Jones and Invesco AIM Private Asset Management. Outside of his advisory work, he organizes and manages the Mason Creek-3.5 Tennis Team. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers tailored retirement planning and income-focused recommendations. The firm’s approach integrates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and structured asset allocation.

Felise Anderson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. 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, supported by centralized custody and thorough due diligence on alternative investments.

Brittney Restivo is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 designations and two years of industry experience. She has worked at Fidelity Investments since 2023. Outside of her advisory role, her background includes diverse positions in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery, supported by oversight controls and a formal role in managing multiple registered investment companies.

Steve Moss is a financial advisor at UBS Financial Services with 32 years of industry experience, including 26 years at UBS. He holds Series 63 and Series 65 licenses and is based in Katy, Texas. Outside of his advisory role, he owns an LLC established to purchase and manage a small plane. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocation to tailor client solutions.

Mark Mcmillan is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes a role at The Hobbit Cafe and a decade as a full-time student. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jessica Dail is a financial advisor with Thrivent Investment Management in Katy, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, including prior roles at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor for SpiderSmart, providing instruction in English, reading, spelling, and writing to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and opportunities to combine planning with managed-account services under a unified billing system.

Joshua Ecroyd is Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2021. He partners with ultra high net worth families to collaboratively develop holistic plans that simplify complex financial questions, helping these families build, protect, and transfer their wealth. He has been with Fidelity Investments since 2005, progressing through various roles including Investment Representative, Financial Planning Consultant, and Vice President Financial Consultant. Prior to joining Fidelity, Joshua served as a Financial Advisor at Merrill Lynch from 2004 to 2005 and at Pruco Securities from 2002 to 2004.

Erica Soares is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop personalized strategies aligned with individual client goals and needs. She focuses on building long-term relationships through trust, thoughtful guidance, and consistent support. Erica has been with Fidelity Investments since 2000, holding various roles including Senior Relationship Manager, Relationship Manager, Private Access Operations Specialist, and Financial Representative. This extensive experience at Fidelity has equipped her with deep knowledge and dedication to providing personalized planning services. Outside of her professional duties, Erica enjoys cooking and baking, attending social events with friends, watching movies, listening to music, spending time with pets, and volunteering.

Isaac Robles is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has six years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance at Lyft, Uber, and Big Bux Bingo. He has also been involved with Lone Star College System since 2010. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lauren Wincott is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christian Cordova is a Planning Consultant at Fidelity Investments. In this role, he assists clients using a holistic planning approach that encompasses retirement planning, portfolio optimization, and complex financial needs leveraging Fidelity's resources. His objective is to provide clients with confidence in their financial plans and support throughout life's changes as they work toward their goals. Christian's experience at Fidelity began in 2022 as a Financial Representative, followed by a role as Relationship Manager from 2025 to 2026 before becoming a Planning Consultant in 2026. Throughout his tenure, he has developed expertise in client relationship management and comprehensive financial planning.

Kyle Flodder is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Equitable Advisors since 2008, previously associated with AXA Advisors, LLC. Outside of his advisory role, he serves as Managing Director of Client Strategies at Flodder Financial Group, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Keith Draehn is a financial advisor at Charles Schwab with 28 years of industry experience. He has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. He holds the Series 63 designation. 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 supported by research from the Schwab Center for Financial Research.

Megan Larsen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in education for eight years at Katy ISD and Galena Park ISD. Outside of finance, Larsen owns and operates Megan Larsen Photography, where she manages and delivers photographic services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Carmen Stanford is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2007. She has been with Fidelity since 2000, starting as a Financial Consultant before her current position. Prior to joining Fidelity, Carmen worked as a Financial Planner at Ameriprise from 1997 to 2000. With over 20 years of experience in financial planning, Carmen focuses on creating comprehensive financial plans tailored to her clients' needs. She emphasizes understanding her clients' objectives and developing strategies designed to be effective both now and in the future. She holds an Arkansas Insurance License. Outside of her professional activities, Carmen's personal interests include family activities, fitness, lake-related activities, skiing, and traveling.