Christopher Juele is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his advisory roles, he was involved with Professional Public Adjusters LLC and the Texas Quitters Club. 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. Its investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ross Leonardi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TD Ameritrade for 10 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 with a multi-asset model portfolio approach and centralized operational support.

Kellee Neves is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at Clearcover, Inc., Goosehead Insurance Agency, and Schultz & Kellar, PLLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment approach.

Casey Kupper is a CFP® and CFA® charterholder with 24 years of industry experience, currently serving at Raymond James Financial in Irving, TX. He has been with Raymond James since 2015 and has also held a position at Southern Methodist University since 2019. Outside of his advisory role, Kupper is a co-branch manager and wealth manager at Cadent Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, INC. Outside of his advisory work, Cooper is the owner of On Target Gunsmiths, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Kayla Lippert is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Brinker International, Inc. CHILI's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of investment products.

Cody Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Supreme Lending and Caliber Home Loans. Outside of advisory work, he is the sole proprietor of a sales business focused on setting up internet services for new residents on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

James Crouch is a financial advisor with Primerica Advisors in Hurst, Texas, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Christ Church Irving since 2019. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by unaffiliated asset managers.

Kindel Burkett is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Schwab, he worked at TD Ameritrade and has experience in various financial and non-financial roles. Outside of his advisory work, he is involved as an independent business owner with Amway, focusing on food and beverage product distribution. Charles Schwab serves a primarily high- and ultra-high-net-worth clientele through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and centralized operational support.

David Gillette is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes nine years at Ameriprise Financial Services and eight years with Fidelity Brokerage Services. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Beck is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked at Fidelity since 2020 and previously held positions at Encompass Health, Red7 Creative, Dex Media, and Vita Coco. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it employs oversight controls and sub-advisers as part of its investment process.

Abigail Serna is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. She has worked in various roles including positions at Charles Schwab Bank, Charles Schwab, and in customer service prior to entering the financial advisory field. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services. The firm combines a large client base with integrated brokerage, advisory, and custody services.

Lauren Hutchins is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she worked in various roles within school districts and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Bryan Urbach is a financial advisor with Ameriprise in Grapevine, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Fidelity Brokerage Services, State Farm Insurance, and MonkeySports, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rebecca Martin is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Insurance Agency, and Intuit TurboTax Live. Martin is the president of the Dallas-Fort Worth chapter of the Texas Society of Enrolled Agents, where she oversees chapter operations and advocacy initiatives. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Harrison Record is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Dynamic SLR for three years and has held various roles including as a DoorDash driver and in retail positions. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Adesola Adebayo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020, following prior roles at Edward Jones, Thrivent Financial, and FSDH Merchant Bank. Outside of his advisory role, he serves as President of a local Home Owners Association and works as an independent delivery driver for Amazon on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Trent Lujin is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes long tenures at Avantax Advisory Services and 1st Global Capital Corp before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

Guy Thompson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at RBC Capital Markets for 22 years and at Waddell & Reed, INC. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Andrew Morris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Co., Inc. since 2023. Prior to his advisory role, his background includes positions in education and various other industries. 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 both 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.