Keith Lansdale is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2020, he worked for the City of Nacogdoches from 2014 to 2020. Outside of finance, Lansdale is a freelance author of film scripts, comics, novels, and short stories. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a centralized operational and supervisory infrastructure.

Brandon Williams is a Financial Advisor at Merrill Lynch Wealth Management with over seven years of industry experience. He holds a Bachelor's Degree from Wingate University and has earned the Personal Investment Advisor (PIA) designation. His work focuses on various client areas including college education planning, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Brandon applies a disciplined and strategic approach to financial advising, prioritizing clients' needs and providing clear guidance to support their long-term financial goals. Outside of his professional role, Brandon has interests in drawing and sketching, football, spending time with his family, and traveling. He emphasizes working with clients to identify their priorities and translating those into thoughtful financial strategies.

Shelly Dodge is a financial advisor at Ameriprise with 25 years of industry experience. She held a prior role at NEXT Financial Group Inc. for 20 years before joining Ameriprise in 2025. Dodge holds the Series 63 and Series 65 credentials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kevin Hadawi is a financial advisor with Wells Fargo Clearing in Rockwall, TX, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member on the City of Rockwall Architectural Review Board and as treasurer for the Children's Advocacy Center for Rockwall County. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jaxson Floyd is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Charles Schwab, he worked in various roles across sectors including education and retail. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms, including Fidelity Brokerage Services LLC, Resolute Investment Services, and Avantax Advisory Services. In addition to his role at Cetera, he is also involved with PK Financial Strategies, LLC, where he provides fee-based asset management and financial advice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Greenlaw is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked with various Fidelity entities since 2002, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and plays a formal advisory role to multiple registered investment companies.

Landon Wasson is a Series 66-licensed financial advisor with Fidelity in Westlake, TX, and has one year of industry experience. His prior experience includes roles at the University of Central Oklahoma and O'Reilly Auto Parts. Outside of his advisory work, he is involved as an officer in family businesses related to land leases. Fidelity’s Strategic Advisers LLC 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, delivering model portfolios through both discretionary and non-discretionary services.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kelly Matwick is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Prior to that, she was affiliated with The University of Texas at Arlington and Homemaker. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and manages oversight of sub-advisers while maintaining established governance and proxy-voting procedures.

William Schlabach is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 14 years at Hi-Line, Inc. His outside activities include receiving royalties from oil interests through TransOil Marketing, LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Bailey Bynum is a financial advisor with Morgan Stanley in Southlake, TX, holding a Series 66 designation and 15 years of industry experience. Bynum has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Jigar Raval is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Mortgage Processor at Intelty Inc from 2020 to 2022. With extensive experience in the financial industry, Jigar assists clients by educating them and helping develop personalized investment strategies tailored to their unique financial goals and needs. Outside of his professional role, Jigar has personal interests in cooking and baking, gardening, and reading.

Charles Tucker is a financial advisor with Fidelity Investments, holding a Series 66 credential and four years of industry experience. His prior roles include a decade at Wells Fargo Bank, NA, and a year at Wells Fargo Clearing. Outside of finance, he performs as a drummer in live music bands based in Denton, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic construction. The firm serves various investors and employs systematic methodologies alongside oversight of affiliated sub-advisers.

Shawn Carney is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Uber, and River Oaks Ranch. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Peter Phan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Lincoln Financial Advisors Corporation for 14 years. Outside of his advisory role, he is involved as a financial planner with Denali Wealth Management and offers fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across multiple platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct portfolios with a broad range of investment options.

Jason Roberts is a CFP® professional with six years of industry experience, currently advising at Charles Schwab in Westlake, TX. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Roberts’s background also includes a year at Hitachi Consulting Corporation. Charles Schwab serves a large client base primarily composed of high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory program, offering both non‑discretionary advice and access to discretionary separately managed accounts. The firm’s integrated approach combines advisory, brokerage, custody, and cash‑sweep services supported by multi-asset model portfolios and in-depth research.

Joseph Catalano is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios employing mutual funds, ETFs, and ETPs, with oversight of sub-advisers and a focus on addressing conflicts of interest.

Linda Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held positions at Rainbow Pharmacists Services, Ballpark Pharma Inc, Green Oaks Pharma Inc, and Care Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies to develop model portfolios.

Keith Tarango Lopez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at two State Farm agencies and various other companies before joining Fidelity. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.