Rosalie Smith is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at Charles Schwab Bank, Brenham National Bank, Starbucks, Massage Heights, and R2 Wellness. Charles Schwab serves a large client base of 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 and discretionary investment guidance using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Sean Flood is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Charles Schwab since 2019 and previously held roles at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure serving a large client base.

Johnny Fowler is a CFP® professional with 16 years of industry experience. He is currently an advisor at Edward Jones and has previously worked at Integrated Advisors Network, LLC/Paragon Wealth, TCG ADVISORS LP/HUB International, and McElhenny Sheffield Capital Management, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Josh Vandiver is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and totaling 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked at several firms within the BBVA corporate family, including BBVA Wealth Solutions Inc., Bbva Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank, where he served from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning to support diversified investment strategies.

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jeanmarc Chemla is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, he is involved in independent insurance brokering, focusing on disability income through Guardian Life. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Decoursey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, TD Ameritrade, Truist Financial Corp., and Horizon Bank. Charles Schwab & Co., Inc. serves a large client base of 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 model portfolio investment approach supported by centralized custody and operational infrastructure.

Taahir Shaikh is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked at Fidelity as an Investment Management Consultant from 2021 to 2023 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity, he was a Personal Banker at J.P. Morgan Chase & Co from 2017 to 2019. In his current role, Taahir focuses on understanding clients' unique financial priorities and life experiences to provide tailored financial guidance. He collaborates with clients to develop personalized plans and discusses Fidelity's strategies to help them achieve their financial goals. He holds insurance licenses in Arkansas and California and is proficient in Arabic, Hindi, Spanish, and Urdu. Outside of his professional work, Taahir enjoys biking, board games, hiking, photography, traveling, and exploring food.

Kimberly Rodriguez is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2020. Prior to that, she was employed at Endeavor Southlake OpCo LLC and R&T Roth Corporation LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Michael Bow is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His experience spans providing financial consulting services and retirement solutions, with a focus on assisting high net worth clients in making and executing important financial decisions. He holds insurance licenses in Arkansas and California. Outside of his professional role, Michael enjoys family activities, fishing, outdoor adventures, and traveling.

William Buchanan is a financial advisor at Edward Jones in Bedford, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Heather Smith is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at TD Ameritrade Investment Management and TD Ameritrade from 2010 to 2022. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offering a centralized operational structure.

Kayla Williams is a financial advisor with J.P. Morgan Securities in Flower Mound, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank dating back to 2009. Outside of her advisory role, she uses essential oils and supplements from Young Living Essential Oils for personal health purposes. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures functions.

Reagan Weatherby is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Reagan has worked at Equitable Advisors and multiple Fidelity entities during their career. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various endorsed TAMPs, providing both discretionary and non-discretionary asset management solutions.

Ken Harris is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building client relationships to develop tailored retirement plans by understanding individual goals, concerns, and motivations. He aims to help clients feel confident in their retirement strategies. Ken has progressed through multiple positions at Fidelity Investments, including Investment Solutions Representative II and I, as well as a role focused on high-net-worth clients. Prior to Fidelity, he gained experience as a Customer Service Representative at Schwab Investments. His professional experience centers on investment solutions and customer relationship management within the financial services industry.

Ignacio Ruiz is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he is a rental property owner. Charles Schwab & Co., Inc. serves a large client base, 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 SMAs and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Brandon Garza is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His work history includes roles at Fidelity Investments and First Bank Kansas, as well as academic and service positions at Bethany College. Fidelity’s Strategic Advisers LLC, where Brandon works, provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, supporting a range of registered investment companies and intermediary platforms.

Damian Zuniga is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Avantax Advisory Services, Apex Clearing Corporation, Compass Bank, and New York Life Insurance Co. 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 and discretionary investment solutions, leveraging multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Amanda Willingham is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in insurance agencies and media, as well as involvement with the Apartment Association of Southern Colorado. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Jason Maclin is a financial advisor with LPL Financial in Roanoke, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2024, he spent over 15 years with Fidelity in various capacities. Outside of his advisory work, he is employed as a driver for Pacific Rail Services and participates in other part-time employment unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research and technology tools.