Santiago Apodaca III is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at TDRS LLC from 2016 to 2021 and has two decades of experience with Waddell & Reed, Inc. and various insurance carriers. He is also engaged in insurance sales as an agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various investment management technologies.

Jonathan Schooley is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including TD Waterhouse Investor Services, Ameritrade, Ally Invest Securities, Polaris Wealth Advisory Group, and RWA Wealth Partners. Schooley is currently based in Westlake, Texas. 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 a combination of non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and thorough due diligence processes.

Garret Geist is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020, following a role at Cetera from 2017 to 2020. Geist has also been involved with the American Airlines Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to various model portfolios and research resources.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joel Morgan is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for 10 years before joining Raymond James in 2023. Morgan is a 25% owner of Park Hill Financial Services, where he operates as an independent contractor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support with a broad affiliate network supporting municipal and institutional clients.

Andrea Gerbrand is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Outside of her advisory role, she assists with data entry for a family-owned trucking company and supports a cousin’s wedding planning business. She is also involved in operating an e-commerce fulfillment business through Amazon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within a larger broker-dealer and banking organization and offers access to a wide range of investment products, including security-based swaps and futures.

Schuyler Marin is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® and CFA® designations and has been with Charles Schwab and its affiliated entities since 2014. He also has an ongoing association with Arizona State University since 2005. 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 a mix of non-discretionary and discretionary investment solutions, combining centralized custody and operational structures with multi-asset model portfolios and access to alternative investments.

Scott Hennigan is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to his career in finance, he was employed at John Wiley and Sons from 2015 to 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Jonathan R. Belter is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies. The firm also holds registrations and advisory roles that distinguish it among large institutional peers.

William Robinson is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade and Northwestern Mutual Investment Services LLC. 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 and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brian Roome is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at GuideStone Advisors and related entities for nearly two decades before joining Merrill and Bank of America in 2019. Outside of his advisory role, he works part-time delivering food for DoorDash. 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 individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of financial products and services.

Alexander Majerczyk is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC and TD Ameritrade. Outside of his advisory role, he assists with scheduling and marketing at The Sports Hangar. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset strategic allocation supported by comprehensive research and alternative investment options.

Randi Harrison is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services among other firms. Outside of her advisory role, she is involved with Bildeaux Accounting Services, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support both discretionary and non-discretionary management.

Ryan Knight is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. He applies his extensive experience to assist clients in aligning their investments with their life goals and preparing for retirement. Ryan's background includes 12 years of service in the U.S. Navy, which provides him with a disciplined and dedicated approach to his financial advisory work. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional career, Ryan is a father of two and engages in various outdoor activities including hiking, running, scuba diving, and other family-oriented adventures. His military service and personal interests contribute to his commitment to supporting clients' financial futures.

Ian Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Fidelity Brokerage Services prior to his current role. Outside of his advisory work, he volunteers occasionally with a graphic design organization called Jenny Leicester Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund structures.

Joshua Salazar is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Amazon.com, Inc. and Fidelity Brokerage Services, LLC. Charles Schwab 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, utilizing multi-asset model portfolios and alternative investments, supported by centralized custody and operational capabilities.

Aaron Samuels is a financial advisor at Equitable Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2016, including a prior role at AXA Advisors. He serves as Board Chair of the Burleson Area Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Shirley Conditt is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, she has worked at JPMORGAN Chase Bank, N.A. since 1992. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Anderson is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. His work history includes roles at J.P. Morgan Securities, Edward Jones, and LPL Financial. Anderson also serves as Vice President and Program Manager for a Raymond James program affiliated with Southside Bank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, typically non-discretionary solutions and supports a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.