Yavuz Edgu is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Schwab in 2022, he worked for 15 years at TD Ameritrade and its investment management division. Outside of his advisory role, he owns and manages short-term rental properties in Graford, Texas. 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. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining multi-asset model portfolios with a centralized operational structure.

Robin Pearce is a financial advisor with Ameriprise based in Roanoke, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

David Dick is a Series 66-credentialed financial advisor with Ameriprise in Flower Mound, TX, and has 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice, supported by a centralized consulting team and algorithmic automation.

Mia Jeffords is a CFP® professional with five years of industry experience, currently with Charles Schwab in Westlake, TX. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Atchison Account Management, Mercer, and Benedictine College. 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. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

John Lorica is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Fidelity in various roles since 2007. Outside of his advisory work, he is a silent partner and capital provider for a business process outsourcing company based in Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and provides advisory services including discretionary management and model portfolio delivery.

Angel Ramirez is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked in logistics and marketing roles at Revit Logistics, Vantage Marketing, and PTC Air Freight. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, its registrations with the CFTC and NFA, and the use of advanced methods such as AI in its research processes.

Haley King is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merrill and Bank of America since 2012 and 2015, respectively. Outside of her advisory role, she serves as a co-trustee for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Feras Chowdhury is a financial advisor at Charles Schwab with nine years of industry experience. He has held positions at Charles Schwab since 2019, following prior roles at Innovate Fast and TD Ameritrade. Outside of his advisory work, he owns an LLC for personal real estate investments. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments supported by centralized custody and operational infrastructure.

Jack Sladek is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked as a professional golfer and at Double Diamond Resorts. He also spent several years in full-time education, including at East Texas Baptist University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment options supported by comprehensive research and centralized client service.

Grace Heid is a financial advisor at Fidelity with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Outside of finance, she serves as a talent scout and independent contractor for the New York Film Academy, evaluating performances for admissions and scholarship potential. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

James Nicol is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Nicol is also associated with Strategic Advisors Inc, where he has been active for over two decades. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Garrett Cypert is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2013, including five years at Charles Schwab Bank SSB. 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. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational platform.

Christopher Eaton is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for FIDELITY Brokerage Services LLC for 13 years. 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 discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Sean Scribner is a Series 66-licensed financial advisor with Edward Jones in Carrollton, Texas, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental property in Kingston, Oklahoma, with plans to develop it into a short-term vacation rental. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Chase Henderson is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and provides oversight of sub-advisers while maintaining established governance procedures.

Mark Dunaway is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held roles in various companies including Readerlink Distribution Services LLC and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Peter McMahon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Over this time, he has developed expertise in helping clients create customized financial plans tailored to their individual needs. Throughout his career at Fidelity, Peter has worked closely with clients to understand their financial goals and deliver appropriate investment and insurance solutions. He holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. Peter is committed to collaborating with clients and their families to develop financial strategies that align with their objectives.

George Gilham V is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Charles Schwab for a total of 35 years, with a two-year gap in between. 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. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Sergio Oporto is a financial advisor with Ameriprise Financial Services LLC in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones for 11 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning with a focus on dependable income sources and tailored withdrawal strategies.

Benjamin Meth is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2014. He specializes in partnering with families to develop and implement financial strategies aimed at building, preserving, and transferring wealth. Prior to his current role, he held positions including Portfolio Specialist at Fidelity Investments and Investment Consultant at TD Ameritrade, accumulating extensive experience in financial consulting since 2003. Benjamin holds insurance licenses in Arkansas and California. His professional background includes roles as a Consultant at Douglas Scott Securities and a Financial Representative at RBC Dain Rauscher. Outside of his professional career, Benjamin enjoys activities such as spending time at the beach and lake, cooking and baking, engaging in family activities, exploring culinary interests, and traveling.