Winston Malone is a financial advisor with Cambridge Investment Research Advisors in Trophy Club, TX, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Cambridge Investment Research since 2013. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Patrick Warnock is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at DoorDash and various companies in diverse sectors. He studied and worked at the University of North Carolina Wilmington (UNCW) for several years. 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 systematic methodologies to construct model portfolios from a broad investable universe.

William Mc Gee is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc., and spent one year at the University of Oklahoma. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. Schwab provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Warren is a Series 66-registered financial advisor with Fidelity Investments, based in Westlake, TX. He joined Fidelity in 2025 and has prior experience at Bell Textron, Textron Inc, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Laurence Elmore is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2021. 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, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and centralized operational infrastructure.

Kimberly Pruitt is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her previous roles include positions at NFP Retirement and Financial Telesis Inc. She is also the owner of KD Luxe Ventures, LLC, a business she manages through a hired manager. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and portfolio management options.

Russell Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth and portfolio management. He began his career in 1994 and returned to Merrill Lynch in 2007. Russell focuses on developing strategies and providing advice for high-net-worth individuals, their families, and businesses to help them meet both short- and long-term financial goals. His consultative approach emphasizes understanding each client's unique situation and family dynamics to create comprehensive reviews and tailored recommendations across investments, retirement planning, estate services, and philanthropy. As a qualified Portfolio Manager, Russell manages personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. He often manages these strategies on a discretionary basis through the firm’s Investment Advisory Program. Russell holds a Bachelor of Business Administration in finance from Texas Tech University and the Certified Private Wealth Advisor (CPWA®) designation, as well as the Personal Investment Advisor (PIA) credential. Russell is active in his community, serving on the board of directors and mentoring for The WARM Place, a grief support center for children and young adults. He is also involved with the Aledo Community Lions Club. Russell lives in Aledo with his wife, Caroline, and their three children. His personal interests include basketball, fishing, and golfing.

Christopher Dykstra is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with Heritage Capital Corp. and the Alliance Umpires Association. Outside of finance, he umpires high school and college baseball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Santiago Apodaca III is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. He has a background that includes roles at TDRS LLC and Waddell & Reed, Inc., with extensive experience in insurance sales and investment consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of portfolio management options and employs advanced operational tools while maintaining oversight of substantial discretionary assets through a large network of advisors.

Jonathan Schooley is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including TD Waterhouse Investor Services, Ameritrade, Ally Invest Securities, Polaris Wealth Advisory Group, and RWA Wealth Partners. Schooley is currently based in Westlake, Texas. 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 a combination of non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and thorough due diligence processes.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joel Morgan is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Morgan is a 25% owner of Park Hill Financial Services, through which he operates as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Andrea Gerbrand is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience in retail and e-commerce, including roles with Michael Kors and managing an Amazon fulfillment business. Outside of her advisory role, she assists with a family-owned trucking company and helps coordinate weddings through a cousin’s event planning business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed process.

Schuyler Marin is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® and CFA® designations and has been with Charles Schwab and its affiliated entities since 2014. He also has an ongoing association with Arizona State University since 2005. 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 a mix of non-discretionary and discretionary investment solutions, combining centralized custody and operational structures with multi-asset model portfolios and access to alternative investments.

Scott Hennigan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at John Wiley and Sons and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with a noted emphasis on systematic methodologies and oversight of sub-advisers.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Jonathan R. Belter is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His career includes roles across various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes management of multi-manager and fund-of-funds structures, as well as the use of systematic methodologies and long-term asset allocation benchmarks.

William Robinson is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Northwestern Mutual Investment Services LLC. 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 integrated brokerage, custody, and advisory services.

Brian Roome is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2019. Prior to that, he spent ten years at Guidestone Advisors and related entities. Outside of his advisory work, he has a part-time role delivering food for DoorDash. 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.

Alexander Majerczyk is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC and TD Ameritrade. Outside of his advisory role, he assists with scheduling and marketing at The Sports Hangar. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset strategic allocation supported by comprehensive research and alternative investment options.