Charles Hallam is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 12 years before joining Wells Fargo in 2016. His outside activities include serving as an officer of KAH3 Enterprises, LP, a business primarily owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Miller is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and 13 years of industry experience. She worked at Apex Clearing Corporation from 2012 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

Brian Garrick is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Charles Schwab since 2009 and at Charles Schwab Bank, SSB since 2012. 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 a multi-asset investment approach and integrated custody and brokerage services.

Anthony Bird is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity brokerage Services LLC since 2018. His background includes prior roles at Targus Associates, LLC and Mellow Mushroom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Dennis Ramos is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Overstock Vehicles, Black Gold Harley Davidson, Giuliani Cattle Company, and Tullett Prebon Holdings. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Virginia Regan is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments prior to joining Charles Schwab. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Korey Rogers is a CFP®-designated financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lord, Abbett & Co. LLC. Rogers is also involved with 728b Ranch, LLC, a business entity unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Paul Attaway Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2021, following a 13-year tenure at TD Ameritrade. Outside of finance, he is a photographer who conducts sessions outside normal business hours and assists with bookkeeping for a beauty salon operated by his wife. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investment program.

Colton Good is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at Guardian Life Insurance Company and work in political offices supporting Congressman Jodey Arrington. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning services.

Kimberly Sanchez is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2022. Outside of her advisory role, she is involved as an independent contractor with Amway Corporation and operates an Airbnb-style rental home through her sole proprietorship, FKJ Covenant Enterprise LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also offers advisory roles to registered investment companies and employs systematic methodologies to develop model portfolios.

Donald Ravens Miraglia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo in various capacities since 2003, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Isabel Adamiak is a CFP® and Series 66 license holder with six years of industry experience. She is currently affiliated with Charles Schwab, having worked at various Schwab entities and TD Ameritrade since 2019. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Brian Treger is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in the financial services industry, having joined Merrill Lynch in 2015 after 14 years at A.G. Edwards (now Wells Fargo Advisors). In his current role, Brian serves a diverse client base including individuals, families, business owners, and corporate executives, providing wealth management and retirement planning services. His expertise includes retirement income planning, wealth preservation, portfolio management, business succession, and multigenerational wealth transfer strategies. As a Portfolio Manager, Brian develops and manages personalized investment solutions that incorporate individual stocks and bonds, model portfolios, and third-party strategies. He also offers services such as tax loss harvesting and liquidity event planning. Brian holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's degree from Texas Christian University and is a member of the TCU Clark Society. He has been involved with the Fort Worth University Little League as a board member. Brian lives in Fort Worth with his wife and three children, and enjoys spending time with his family, golfing, and skiing.

Omar Laghari is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at TD Ameritrade, Amazon, and AutoNation. 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 advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Maria Hurtado Florez is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Labcorp, State Farm, and various educational institutions. Outside of her advisory work, she has also been employed as a food delivery driver for Uber Eats. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.

Joshua Kane is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Traditions Wealth Advisors and has held roles at various organizations including Gamma Phi Beta, Cho-Yeh, and Amazon. Fidelity’s Strategic Advisers LLC, the firm with which Joshua is affiliated, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its involvement in registered investment companies, fund-of-funds, and use of advanced technologies like AI in its investment processes.

Bart Lamb is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and nine years of industry experience. Prior to joining Charles Schwab in 2021, he worked at TD Ameritrade and TSR Consulting Services Inc. He also has experience at FedEx Express. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment options.

Michael Justice is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, he worked at Syneos Health and Iqvia. Outside of finance, he provides private baseball instruction to youth in Fort Worth, Texas. He is associated with Strategic Advisers LLC, a Fidelity Investments company that delivers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves multiple registered investment companies through discretionary and non-discretionary advisory services.