Jonathan Massegee is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes seven years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Mackenzie Schaibly is a Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX, and has two years of industry experience. Prior to joining Charles Schwab, Schaibly held various positions in the hospitality and banking sectors, including roles at Coyote's Adobe Cafe and Central 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized operational and supervisory support.

Kayla Washington is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and AT&T. Outside of her advisory role, Kayla owns a small baking business, KayKstries, specializing in cakes and pastries for commission. 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 a broad range of integrated brokerage, custody, and cash-sweep services.

Robert Venable is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 designations and has worked in various capacities within Fidelity since 1999. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive involvement in commodity pool operations and the use of AI-driven research methods.

Tana Mossa is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and self-employment. 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 options, utilizing multi-asset model portfolios and an alternative investments program, supported by a centralized and integrated operational structure.

Lydia Smith is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Fidelity Investments. Outside of her advisory role, she has served as a Senior Account Associate at Nolan Financial Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including legacy transition programs.

Dustin Alexander is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Advisors LLC and Ameriprise Financial Services, Inc. prior to his current role, where he has been since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Bryan Young is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Thrivent Financial. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody services.

Jacob Madu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, his work experience includes roles in retail and logistics companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Aylor Wilson is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Wilson worked in education with Coppell ISD for six years and had roles at Education Advanced, Inc. and Charles Schwab Bank. 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 offering wrap fee advisory, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and maintains a distinctive operational footprint with centralized supervision and alternative investment offerings.

Jacob Curtis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience with Goosehead Insurance and various roles linked to the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Judge is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Charles Schwab since 2015 and with Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, and custody services for a large and diverse client base.

Grace Stear is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she has experience working as a retail stock associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Tasha Ji is a Planning Consultant at Fidelity Investments, where she assists clients in making important financial decisions through personalized planning and guidance tailored to their unique goals. She has been in this role since 2026. Prior to this, Tasha served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate at the same firm from 2024 to 2025. Before joining Fidelity, she worked as an Account Manager at State Farm Insurance from 2021 to 2024. Tasha holds insurance licenses for both Arkansas and California. Outside of her professional work, she enjoys beach activities, spending time with family, fitness, culinary experiences, and social events with friends.

Denise Miller is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Citibank and EECU. She is based in Westlake, TX. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and due diligence.

John Euler is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, and previously held roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and EAM Partners L.P. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by firm-approved tools and risk modeling techniques.

Kolton Shedden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., as well as prior employment at University of North Texas, Tour 18 Golf Club, and Eddie Bauer. Charles Schwab & Co., Inc. serves a large client base 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Oscar Barillas is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He brings more than two decades of experience in the financial services industry, having held various roles at Fidelity Investments since 1997, including Financial Consultant, Investment Consultant, and Retirement Specialist. Throughout his career, Oscar has focused on delivering thoughtful financial planning tailored to the unique needs of his clients. He holds a California Insurance License, which supports his expertise in financial consulting. Outside of his professional work, Oscar is interested in family activities, fitness, football, parenthood, and traveling.

Dolores Garza is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at TD Ameritrade, Southside Bank, Raymond James Financial Services, Edward Jones, Flowco Production, and Blackburn Group. Outside of finance, she produces jams and salsa as a small-scale food and beverage entrepreneur. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Jackson Maupin is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Schwab, he worked at Fontana Financial Planning and spent several years in full-time education, including positions at Kansas Wesleyan University. 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 both non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.