Joseph Giangiulio is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 designations and possessing 43 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, FSC Securities Corporation, and Cetera Wealth Services. Outside of advisory services, he is involved in tax preparation and accounting through his CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Timothy Walker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity in 2022, he held roles at various firms including Maverick Fitness and Allstate. Outside of his advisory work, he owns and manages an RV rental business in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Dustin Campbell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing LLC and JROBS Sports and Fitness / CrossFit 287. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Derrick Shipp is a CFP® professional with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles within Fidelity Investments Institutional Services, Brokerage Services, and Personal and Workplace Advisors. Outside of his financial advisory work, he is a commissioned security officer with the Texas Tactical Response Team. He is part of Strategic Advisers LLC, a Fidelity Investments 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 diversified portfolios and serves multiple registered investment companies with sophisticated advisory solutions.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Andrew Alsobrook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His previous roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Fidelity Investments. Outside of his advisory work, he serves as a referee for North Texas Soccer. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Thomas Andrews is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles in educational institutions and law firms, including GreatHearts Irving Upper School and Sandler Law Group LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including charitable funds and registered investment companies, and is noted for its use of algorithmic methods and AI technologies in portfolio management.

Eddie Holguin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Prior to his current role, he held positions in hospitality and media, including at Henry's Tavern and Multiview. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Matthew Crippen is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Dick's Sporting Goods and has been affiliated with Grand Canyon University since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. Its approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Jameson Robbins is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked nine years at the US Department of Homeland Security. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Justin Coop is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and its affiliated entities since 2013. Outside of his advisory role, he works as a weekend rideshare driver for Uber. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and centralized operational infrastructure.

Travis Crowell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Springs Wealth Group. Outside of finance, he is involved with Outdoor Lifestyle Strategies, LLC, a non-investment related venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

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 with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and having two years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2024 and Charles Schwab Bank since 2026. Prior to his advisory roles, he was employed at Bass Pro Shop and spent time in full-time education. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

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 at Charles Schwab with eight years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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, offering multi-asset model portfolios and a formal alternative investment onboarding process.