James Crouch is a financial advisor with Primerica Advisors in Hurst, Texas, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Christ Church Irving since 2019. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by unaffiliated asset managers.

Kindel Burkett is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Schwab, he worked at TD Ameritrade and has experience in various financial and non-financial roles. Outside of his advisory work, he is involved as an independent business owner with Amway, focusing on food and beverage product distribution. Charles Schwab serves a primarily high- and ultra-high-net-worth clientele through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and centralized operational support.

Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Abigail Serna is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. She has worked in various roles including positions at Charles Schwab Bank, Charles Schwab, and in customer service prior to entering the financial advisory field. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services. The firm combines a large client base with integrated brokerage, advisory, and custody services.

Sydney Skrobot is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously spent ten years in full-time education. Before joining Schwab, she also worked at Culver Academies for two years. 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 multi-asset model portfolios, centralized operations, and a formal process for alternative investment offerings.

Andrew Morris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Co., Inc. since 2023. Prior to his advisory role, his background includes positions in education and various other industries. 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 and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

John Storer is a financial advisor at Merrill with a Series 66 credential. He has held positions at multiple firms including Northwestern Mutual and Bank of America. He has also worked in educational environments at Texas Christian University and secondary schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Khristopher Liles is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at TD Ameritrade, JP Morgan Chase, and Wells Fargo. 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 advisory services alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ricardo Lira is a CFP® professional with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at TMX Finance for five years. Lira is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Carl Tyler is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade, Inc. for 11 years prior to joining Charles Schwab. 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 advisory relationships and discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Paul Brewer is a financial advisor at Edward Jones holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of financial advisors and branch offices.

Glenn Jarvis is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Fidelity Brokerage Services, and earlier positions outside the financial sector, such as with Cinemark and Eastland ISD. 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. Schwab offers a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

David Hansen is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Wells Fargo and CITT Services. David’s background also includes four years at Texas State University—San Marcos. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large scale and integrated services, including brokerage, custody, and alternative investment offerings.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo Advisors Financial Network and Edward Jones. In addition to his advisory role, he owns an event planning and venue business, Royal Arrival, and serves on the Corsicana City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations, with recommendations potentially incorporating ESG criteria.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. 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 and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.

Clair Mars is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab since 2018 and previously held roles at TD Ameritrade and several gig economy companies including DoorDash, Grubhub, Instacart, Uber, and Lyft. Charles Schwab & Co., Inc. serves primarily 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 services along with custody and brokerage capabilities.