Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked 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 managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Charles Schwab in 2017, he worked for Fidelity Brokerage Services LLC from 2015 to 2017. 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 multi-asset model portfolios supported by ongoing research and due diligence.

Stephen Sumner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 and Series 63 registrations and has been with J.P. Morgan Securities since 2022. Prior to that, she worked at Jpmorgan Chase Bank in Texas and was involved with North Texas Bingo from 2014 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at FedEx, BYU Idaho, Towne Park Ltd., The Orange Peel, Captioncall, and Zumiez Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a diverse client base including charitable funds and registered investment companies.

Parker Bow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at Fidelity since 2019 and prior work with Corporate Design Inc. and Southlake Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and fund-of-funds and employs systematic methodologies supported by oversight controls and AI-driven research.

Grant Scoggins is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to develop personalized retirement strategies that align with their goals, focusing on collaboration and clear planning to simplify complex financial decisions and create comprehensive retirement roadmaps that balance growth and protection. Grant has progressed through several roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, then advancing through Investment Solutions Representative I and II positions before attaining his current role in 2025. His experience reflects a sustained commitment to client service and investment solutions within the firm. Outside of his professional responsibilities, Grant has interests in fitness, food, football, social events with friends, golf, and music.

Kristina Williams is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2019, serving in various roles including Planning Consultant, Workplace Planning Consultant, and Customer Relationship Advocate. Her professional focus is on partnering with individuals to help create strong financial plans, guided by integrity and Fidelity's client commitment standards. Kristina holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys board games, cooking and baking, social events with friends, gardening, pilates, and reading.

Christopher Wren is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has held various roles within Fidelity Investments, including Planning Consultant, Investments Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial planning and investment strategies. Prior to joining Fidelity, he worked as a Brokerage Specialist at Charles Schwab from 2019 to 2021. Christopher holds insurance licenses in Arkansas and California. His professional focus is on developing financial plans tailored to each client's unique needs, helping them improve their financial health and achieve their current and future goals. Outside of his professional work, Christopher has a personal interest in cars.

Cameron Cloutier is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Edward Jones, and Walmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jordan Hyles is a financial advisor with Charles Schwab in Southlake, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank, as well as experience in other sectors such as retail and education. He has also been involved with Urban Pet Market & Boutique. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset investment approach supported by extensive research and centralized operations.

Sandra Gutierrez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade Investment Management. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

Elisabeth Farlow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Charles Schwab since 2013 and also works with Charles Schwab Bank. Outside of her advisory role, she serves as secretary and volunteer board member for the Woodshire Court Homeowners Association. 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 management with a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Hailey Jones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked at Fidelity Investments since 2025, with prior roles at several companies including Crickets and Tripps Drinks. Jones attended Texas Tech University from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Gregory Hilbert is a CFP® professional with 15 years of industry experience. He is currently with Charles Schwab & Co., Inc., having joined in 2026, and previously worked at Fidelity Personal and Workplace Advisors and Fidelity. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive multi-asset investment approach supported by due diligence from the Schwab Center for Financial Research.

Cory Walthall is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB since 2024, Charles Schwab and Co., Inc. since 2022, and previously at TD Ameritrade from 2013 to 2024. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a large integrated structure supporting a broad client base.

Elizabeth Lourido is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its advisory role to multiple registered investment companies and use of AI-driven methodologies.

William Bass is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Denitech Corporation. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, and it serves a distinctive role in fund advisory and model portfolio delivery within the industry.