Andrew Ash is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Wells Fargo Investments, LLC. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Daniel Brickman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade from 2019 to 2024 and spent a year at Saint Joseph's University in 2016–2017. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory and affiliated discretionary managed account services. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services with access to multi-asset model portfolios and alternative investments.

Nicholas Tessmer is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously served 11 years in the US Navy before joining Primerica Financial Services in 2021. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively offered separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering investment models implemented by BNY Mellon Advisors.

Michael Burton is a financial advisor with Charles Schwab based in Westlake, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade and Stone Resources, and earlier gained experience outside finance at Take 5 Oil Change and Flooring Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Gary Bryant is a financial advisor at Charles Schwab with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Outside of his advisory role, he has worked part-time in retail customer service. 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, offering both non-discretionary and discretionary investment management with an integrated operational structure.

Stephanie Cox is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves 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 along with integrated custody and brokerage services.

Andrew Chase is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at ESPN/VFL Films and in real estate sales and property management. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and a formal alternative investment platform.

Amber Golder is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and related entities since 2016, with additional experience at Silicon Valley Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Brian Markwardt is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tru-Test, Inc. for eleven years and was briefly involved with the Parker County Center of Hope. 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 large national network of financial advisors and branch offices.

Christopher Juele is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his advisory roles, he was involved with Professional Public Adjusters LLC and the Texas Quitters Club. 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. Its investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Joshua Peterson is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he has experience running a business called Peterson Golf LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach combines quantitative and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Joan Goodman is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Nathanael Eden is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a long tenure with JPMorgan Chase Bank, N.A. beginning in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Qurat Ul Ain Bana is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations. Her work background includes roles at Wells Fargo Clearing, Bank of America/Merrill Lynch, and Wells Fargo Bank, nA. Outside of her advisory work, she has worked as a sandwich artist at Subway. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Cather is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management for executives, professionals, and business owners, providing personalized consultation to clients who may lack the time or resources to manage their own investments. Richard’s approach begins with establishing clear financial objectives, such as planning for a secure retirement, followed by developing strategies that consider risk and time frame. He recommends investments for client approval and oversees ongoing portfolio review and adjustments as needed. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Christian University. In addition to his professional responsibilities, Richard is engaged in community service, reflecting the Merrill tradition of volunteering and participating in local organizations.

Ross Leonardi is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab and Co., Inc. since 2023, following a decade at TD Ameritrade. 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 and discretionary investment guidance using multi-asset model portfolios and maintains an integrated structure that supports centralized supervision and custody.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at BMO Harris Financial Advisors and Uvest Financial Services Group. 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 financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Arash Ahmadi Tehrani is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following four years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.