Brian Hamstra is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he owns and operates two cigar-related businesses and breeds ball pythons. Charles Schwab 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 management delivered via multi-asset model portfolios and integrates brokerage, custody, and advisory services.

Kaitlyn Handy is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, she spent five years in full-time education. Charles Schwab & Co., Inc. serves a large client base 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 and discretionary investment solutions, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Drake Faulkner is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Comerica Bank and operated Brother Bear Moving LLC. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Taylor is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked within various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, its CFTC registration, and its advisory role to multiple registered investment companies.

Holden Ehlers is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab in 2023, he worked at Fidelity Investments and held various roles outside the financial industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated 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 centralized custody and operational infrastructure.

Ruby Hawkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations limited to Eligible Strategies that may incorporate an ESG eligibility framework.

Logan Collins is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work experience spans multiple sectors, including payroll services at Paychex and roles in construction and healthcare solutions. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated, multi-asset investment approach supported by centralized operations.

Tyler Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. He has been with Morgan Stanley since 2022, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Paul Odum is a Financial Consultant at Fidelity Investments, where he works alongside his Wealth Management Team to assist clients and their families in achieving their financial goals and maintaining resilience. He focuses on developing financial plans that provide peace of mind, clarity, and goal-based strategies to help clients find fulfillment in retirement. Paul has been with Fidelity Investments since 2020, initially serving as a Workplace Planning Consultant before becoming a Financial Consultant in 2024. His professional credentials include licenses for life, accident, and health insurance, as well as securities licenses Series 7 and 66. He holds insurance licenses in Arkansas and California. Paul earned a Bachelor of Arts degree from Louisiana State University (LSU) and a Master's degree from the University of Texas at Arlington (UTA). Outside of his professional work, he enjoys biking, board games, cars, family activities, music, and traveling.

Jason Williams is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

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.

Padmasri Prabhakar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing from 2012 to 2021. Outside of her advisory role, she is an owner and managing member of rental properties organized in an LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm delivers model portfolios constructed through systematic methodologies and supports its services with oversight controls and algorithmic portfolio construction.

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.

James Keenan is a financial advisor at Fidelity with six years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Lending Club and Balance Financial Fitness/Consumer Credit Counseling Services. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse investable universe, and serves as an advisor to multiple registered investment companies and model portfolio platforms.

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.

Angel Stout is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Angel worked in various school districts, including Birdville ISD, Irving ISD, and HEB ISD. Outside of advising, Angel operates an online resale business, buying and selling used items. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

Rachel Cathey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at firms including Ayco/Goldman Sachs and Advent GX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of portfolios, including fund-of-funds and multi-manager structures.