Joseph Mazzola is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at TD Ameritrade, Shelton Capital Management, and Thinkorswim Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment programs.

George Page III is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked in residential real estate at Christie's International Real Estate and Coldwell Banker Residential Brokerage. Outside of finance, he occasionally assists with carpentry projects on a historic home. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and brokerage services.

Larry Brunell is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, WFG Advisors, and Chase Investment Services Corp. He operates Thirteen Twenty-Two Advisors, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Joe Cordova is a financial advisor at Edward Jones in Fort Worth, TX, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Ingrid Anderson is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at Merrill since 2021 and Fidelity Investments since 2020. She is a general partner and managing member of Meharg Creative LLC, a side business focused on renovation and art. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Catherine Johnson is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Ameriprise Financial Services, among other firms. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custodial services.

Jennifer Mangum is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2023. 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, centralized custody, and an alternative investments program.

Evan Pennington is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at Charles Schwab since 2021 and previously at Discount Tire from 2016 to 2021. Charles Schwab & Co., Inc. provides investment advisory and brokerage services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside alternative investment options.

Jasmine Benyshek is a financial advisor at Raymond James Financial in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Edward Jones and Blue Wealth Management. Outside of finance, she works as a part-time group workout instructor at Pure Barre. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports its advisory network with sophisticated analytical tools and specialized programs.

Andrea Johnston is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Merrill, Fidelity Personal and Workplace Advisors, and Landmark Roofing & Sheet Metal. She is based in Westlake, TX. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Monica Bellner is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and having nine years of industry experience. Her career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Spectrum Financial, and operating a yoga instruction business alongside her financial career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational framework.

Jim Brito is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, PEOPLES UNITED BANK, JP Morgan Securities, JP Morgan Chase Bank, and Citibank. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Letitia Ruelas is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Based in Fort Worth, TX, she has worked extensively within the firm over the past 17 years. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared George is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Verterent Capital, Morgan Stanley Private Bank, and Herring Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Anna Evans is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and educational involvement at Oklahoma State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on 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.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

Natalie Conner is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her career includes roles at Charles Schwab since 2022, TdAmeritrade from 2020 to 2022, and PSAV from 2017 to 2020, as well as positions at the University of North Texas between 2013 and 2017. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated operational capabilities.

Kimberly Bryant is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2006, with a brief period outside the firm from 2019 to 2020. 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 a large scale and integrated operational structure.

Katherine Youngs is a financial advisor at Charles Schwab with 21 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, previously supporting Charles Schwab Bank and TD Waterhouse Investor Services. 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 guidance, utilizing multi-asset model portfolios and alternative investment options within a large, integrated operational platform.