Michael Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Frost Brokerage Services, and Provasi Capital Partners. He is based in Westlake, TX. 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 management, leveraging multi-asset model portfolios and a formal alternative-investment process.

Rachel Malone is a financial advisor with Merrill based in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2006 and at Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a board member of the Fort Worth Lecture Society, where she participates in selecting speakers for educational events. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Joseph James III is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior roles include positions at Greater Texas Federal Credit Union, MML Investors Services, MassMutual Life Insurance Company, Financial Planning Services, and USAA Financial Advisors. He serves as Vice President Investment Services Program Manager at Greater Texas | Aggieland Credit Union. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by model portfolios and research.

Preston Laine is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at DHL Supply Chain and Coca-Cola Bottling Co. Consolidated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Karina Yilmaz is a financial advisor at Fidelity with a Series 66 designation. She has less than one year of industry experience and has held prior roles at various companies including ESS South Central, LLC, Homeaglow, and Uber. 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Randel Rix is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cetera and its related entities since 2024. Prior to that, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and custodial relationships.

Jeremy Lucas is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including his current role at Fidelity Investments. Prior to his finance career, he held positions at Bank of America, Indiana Wesleyan University, and AT&T Mobility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and manages model portfolios using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Alejandro Banuet is a financial advisor with J.P. Morgan Securities in Saginaw, Texas, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrill Edge, Merrill, and Bank of America. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Glenn Wake is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Wake Financial Group Inc. since 1983 and was affiliated with Sagepoint Financial, Inc. for 17 years. Outside of his advisory role, he serves as president of a homeowners association, managing community meetings and vendor selections. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of advisers and multiple advisory platforms. The firm integrates brokerage, advisory, and financial planning services, utilizing proprietary tools and third-party solutions to construct customized portfolios across a range of asset classes.

Christopher Stearns is a financial advisor at Ameriprise in Hurst, TX, holding a Series 66 designation with six years at Ameriprise and a total of four years in the industry. His prior experience includes roles at the University of Texas-Austin and at educational institutions in Fez and Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with 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.

Jeffrey Shaw is a financial advisor with LPL Financial in Southlake, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Robert Packer is a financial advisor with UBS Financial Services in Fort Worth, TX, holding the Series 65 and Series 66 credentials and possessing 28 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Packer serves on the board of directors for the Healing Shepherd Clinic and is involved in education through prior roles with Fort Worth Country Day School, including chairing its annual fund committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services through a large network of financial advisors.

Todd Griffiths is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at TD Ameritrade from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

James Lusk 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. Prior to his career in finance, he held various roles in the coffee industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios sourced from mutual funds, ETFs, and ETPs, and it is noted for its regulatory registrations and advisory roles within the institutional investment space.

Austin Montgomery is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, Edward Jones, and several other firms. He also worked at Tarleton State University for seven years. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Rodge Macy is a financial advisor with Fidelity Investments, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity since 2020 and previously held positions at Edward Jones, Panini America, and PFSweb. Outside of his advisory role, he coaches classes at Cowtown Crossfit in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Philip Streib is a financial advisor with Primerica Advisors in Ft Worth, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and operates Streib Enterprises, Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

Helen Devito is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Antonio Mijares is a financial advisor with Charles Schwab based in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held positions at Pro Unlimited, Target, Wingstop, and Lifetime Fitness. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.