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.

Garret Geist is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera and American Airlines Federal Credit Union. Geist is also associated with Flagship Financial Group, a DBA for his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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.

Benjamin Pittman is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and approximately two years of industry experience. Prior to his current role, he was employed at Edward Jones starting in 2022 and has previous work experience in the retail and service industries, including at In N Out Burger, where he was trained in all aspects of restaurant operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, incorporating both discretionary and non-discretionary solutions, with additional affiliated services such as mutual funds, trust services, and securities-based lending.

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 with J.P. Morgan Securities based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of her advisory role, Gerbrand assists with a family-owned trucking company and contributes to a wedding planning business operated by a relative, in addition to being involved in an e-commerce fulfillment venture via Amazon. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

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 with Charles Schwab holding Series 66 and Series 63 credentials and nine years of industry experience. His prior work includes roles at 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 wrap fee program, offering both non-discretionary and discretionary investment services supported by strategic asset allocation models and a comprehensive alternative investments platform.

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.

Ethan Zornes is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience working in various roles outside the financial industry, including education and retail. Merrill, together 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.

Randi Harrison is a Series 66 licensed financial advisor at LPL Financial with nine years of industry experience. She has worked at several firms, including Cetera Advisors and SageView Advisory Group. Outside of her advisory role, she is involved with Bildeaux Accounting Services, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Ryan Knight is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. He applies his extensive experience to assist clients in aligning their investments with their life goals and preparing for retirement. Ryan's background includes 12 years of service in the U.S. Navy, which provides him with a disciplined and dedicated approach to his financial advisory work. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional career, Ryan is a father of two and engages in various outdoor activities including hiking, running, scuba diving, and other family-oriented adventures. His military service and personal interests contribute to his commitment to supporting clients' financial futures.

Ian Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Fidelity Brokerage Services prior to his current role. Outside of his advisory work, he volunteers occasionally with a graphic design organization called Jenny Leicester Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund structures.

Joshua Salazar is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes roles at Charles Schwab and Fidelity Brokerage Services, as well as a period at Amazon.com, Inc. 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 management with access to multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.

Aaron Samuels is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Board Chair of the Burleson Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with advisory programs or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Shirley Conditt is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research to build model asset allocations aligned with an ESG eligibility framework.