Randi Harrison is a financial advisor with LPL Financial in Southlake, TX, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. She is also involved in tax preparation and accounting through Bildeaux Accounting Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, combining model portfolios, third-party asset management, and customized strategies, supported by various operational and research tools.

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 eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Amazon.com, Inc. and Fidelity Brokerage Services, LLC. Charles Schwab 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and alternative investments, supported by centralized custody and operational capabilities.

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 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, she has worked at JPMORGAN Chase Bank, N.A. since 1992. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 23 years of industry experience. Anderson previously worked at J.P. Morgan Securities LLC, LPL Financial, Waddell & Reed, and Edward Jones. He also serves as Vice President and Program Manager for a Raymond James program at Southside Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes risk profiling, analytical modeling, and tailored advice to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Alanis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, TD Ameritrade, and TIAA. 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 relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Liliane Bunch is a financial advisor with Charles Schwab holding a Series 66 designation and has been in the industry since 2026. Her prior experience includes roles at Indiana University, Bloomington, and a brief period of unemployment before joining Schwab. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management services alongside brokerage and custody solutions.

Stuart Smith is a CFP® with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at JPMorgan Securities LLC and was involved with Musicmaker Rockwall LLC d/b/a School Of Rock. Additionally, he serves as a FINRA arbitrator, hearing cases and rendering binding decisions. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide portfolio management while providing a broad range of financial products through bank and insurance affiliates.

Ronnell Hoeltje is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Ronald Gideon is a financial advisor with Edward Jones in North Richland Hills, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and supports its clients with a large network of advisors and branch offices across the country.

Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society, assisting military members with budget education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robert Wear IV is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. His prior work experience includes positions at Ameriprise, Linch Financial, and a role as a pickleball attendant and tournament organizer at Life Time Fitness. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a centralized operational structure.

Jose Torres is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, BOK Financial Securities, and Bank of America. Outside the financial sector, he has worked in customer service roles at Square Burger and 24 Hour Fitness. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

Skylar Cook is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Skylar held positions at MML Investors Services, MassMutual Life Insurance Company, and Bankers Life. 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Aaron Lowy is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various roles including Assistant Branch Manager, Vice President and Financial Consultant, Branch Service Manager, Senior Investment Specialist, Senior Financial Specialist, and Financial Representative. Throughout his career at Fidelity, Aaron has developed expertise in financial consulting and branch leadership. He emphasizes building impactful relationships based on trust and partnership, believing that strong internal relationships facilitate strong client relationships. No information regarding his education, credentials, personal interests, or community involvement was provided.

Candice Golden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank, SSB since 2021 and previously spent 10 years at TD Ameritrade. In addition to her advisory work, she has been an Avon sales representative since 2013. 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 provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Matthew Hieber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo firms since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Bowen is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Zachary worked in various roles across industries including technology and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.