Jameson Robbins is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked nine years at the US Department of Homeland Security. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Justin Coop is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and its affiliated entities since 2013. Outside of his advisory role, he works as a weekend rideshare driver for Uber. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and centralized operational infrastructure.

Travis Crowell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Springs Wealth Group. Outside of finance, he is involved with Outdoor Lifestyle Strategies, LLC, a non-investment related venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Van Buskirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theresa Badgett is a financial advisor with Cetera in Grapevine, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. She has worked at Cetera and its affiliates since 2025 and previously spent 11 years with Avantax Advisory Services and related entities. Outside of advisory services, she owns and operates Badgett Tax & Financial, offering accounting, tax preparation, bookkeeping, and payroll services, and also owns a shaved ice business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Ethan Mooney is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and having two years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2024 and Charles Schwab Bank since 2026. Prior to his advisory roles, he was employed at Bass Pro Shop and spent time in full-time education. 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 options, leveraging multi-asset model portfolios and a centralized operational structure.

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.

Robert Davies is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at TD Ameritrade and United RV before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Beatriz Gomez is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Kenny Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2020 and also has prior experience at Bank of America and Christy Alley State Farm. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Siyao Ji is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Ji has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 2022. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Long Tran is a CFP® with seven years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. He has worked at Charles Schwab since 2018 and held a position at Charles Schwab Bank, SSB starting in 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Erika Maye is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Brokerage Services since 2016. Outside of her advisory role, she serves as the treasurer for a homeowners association management company in Dallas, where she participates in quarterly meetings and assists with community activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of mutual funds, ETFs, and ETPs.

Imanol Meza is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, Meza worked at TD Ameritrade and held various positions outside the financial sector. 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Kendra West is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She has worked at Edward Jones since 2017 and has prior experience at AFlac, Fort Worth Lighting, and Tarrant County Junior College. 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, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Lori Bradley is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with prior experience at HEI Hotels, Harvest Church, and Circle R Ranch. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Alexander Weymier is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background in healthcare services. Outside of finance, he is co-owner and manager of Better Now, a music-related business, where he also plays bass. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, 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 across mutual funds, ETFs, and ETPs.

Eric Waite is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and four years of industry experience. His work history includes roles across multiple Charles Schwab entities since 2021, with prior experience at the YMCA, Department of the Navy, Aon, Yale-New Haven Health, Abercrombie & Fitch Co., and Western Connecticut State University. He has engaged in community-focused activities through repeated involvement with the YMCA. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s scale and integrated structure enable access to multi-asset model portfolios, alternative investments, and centralized custody and order-routing services.