Alexander Marfori is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and approximately one year of industry experience. His prior work includes roles in retail and education sectors before 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 affiliated 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 the Schwab Center for Financial Research.

Karen Vergara is the Vice President and Branch Leader at Charles Schwab in Pasadena, California. In her role, she leads a team of financial professionals focused on providing a differentiated client experience. She aims to contribute to a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Karen has extensive experience in branch management within the financial services industry. Her previous roles include Vice President Branch Manager positions at TD Ameritrade from 2018 to 2019 and at Scottrade from 2014 to 2018. Outside of her professional responsibilities, Karen is engaged in various personal interests including spending time at the beach, participating in family activities, social events with friends, parenthood, traveling, and volunteering.

Todd Skogen is a financial advisor at Fidelity Investments with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Farmers Financial Solutions, and SWL Advisory. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeremy Kresge is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2005. Outside of his advisory role, he is an owner of mineral rights on an oil and gas lease in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Taeshima White is a financial advisor at Fidelity with 20 years of industry experience. Prior to joining Fidelity, White worked at Robinhood Financial and Charles Schwab. White is the sole proprietor of SheroShift, a coaching business based in Phoenix, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Christopher Elizalde is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and spent 15 years at QuikTrip. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Ryan Fleck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in the automotive sector and was self-employed for over a decade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methods and maintains a formal advisory role to multiple registered investment companies.

Dawson Hadnot is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Symmetry Financial Group and United Parcel Service. Outside of his advisory role, he operates an eBay store focused on creating and selling hats and other items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Prudential Equity Group. Hughes serves on the board of directors for DCMS in Dallas. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets and serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach, offering both brokerage and advisory solutions.

Brent Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 32 years of strategic wealth planning and investment experience. He specializes in family wealth management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Brent creates customized portfolios and investment plans tailored to both wealth accumulation and income planning for affluent and high net worth families, individuals, and business owners. Brent holds a Bachelor's Degree from Texas Tech University and has earned the Professional Investment Advisor (PIA) designation. Before joining Merrill Lynch, he was a Senior Financial Advisor and Managing Director of Investments at Wells Fargo Advisors. He is committed to building personalized financial strategies, working closely with clients to help them pursue their long-term goals. Originally from Dallas, Brent has spent most of his life in the Dallas-Fort Worth area. He participates in community activities and enjoys a variety of sports and exercise, including weightlifting, cycling, golf, and swimming. In his personal time, he also enjoys cooking, both indoors and on the grill, as well as attending live music events with friends and family.

Lionel Claxton Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Charles Schwab. Outside of finance, he is involved in music as a musician, promoter, and manager with The Dirty Shirley's Band in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Theresa Clark is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative process supported by proprietary research and tools, with enrollment limited to clients meeting certain investable asset criteria.

James Moore is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and teaching positions at several universities, including Hardin-Simmons University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Kristin Wilson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Charles Schwab, Bank of America, Merrill, and Northwood University. Outside of finance, she was involved with WrapAround Designs for two years. 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 combines quantitative and qualitative research supported by a centralized due diligence team and offers access to derivatives and commodities capabilities through specialized regulatory registrations.

Daniel Brickman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade from 2019 to 2024 and spent a year at Saint Joseph's University in 2016–2017. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory and affiliated discretionary managed account services. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services with access to multi-asset model portfolios and alternative investments.

Adrian Garcia is a financial advisor at Fidelity with 13 years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TIAA-CREF Individual & Institutional Services from 2016 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary management, fund advisory, and model portfolios.

Nicholas Tessmer is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously served 11 years in the US Navy before joining Primerica Financial Services in 2021. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively offered separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering investment models implemented by BNY Mellon Advisors.

Princess Roberts is a Series 66 credentialed advisor at J.P. Morgan Securities with eight years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is based in Addison, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.