Casey Fung is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the hospitality industry and has been a DJ for bars, parties, and events since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Jennifer Mangum is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2023. 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 multi-asset model portfolios, centralized custody, and an alternative investments program.

Evan Pennington is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing four years of industry experience. He has worked at Charles Schwab since 2021 and previously gained experience at Discount Tire. 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 a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 20 years with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at Grapevine Church of Christ, where he plans and leads Sunday morning worship services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kathryn Giese is a financial advisor at Cetera with 34 years of industry experience. She holds a Series 63 designation and has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform incorporating model portfolios, third-party managers, and bespoke strategies.

Victoria Balderas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and has prior experience in real estate and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Grant Peters is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His background includes roles at Black, Mann, & Graham L.L.P. and teaching positions at the University of North Texas and North Central Texas College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Brandon Rios is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he held positions at several credit unions and health-related organizations. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Andrea Marin Murillo is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Simmons Bank, Wells Fargo Bank, and multiple positions within JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Monica Bellner is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2020, respectively, and previously held roles at Voya Financial Advisors and Spectrum Financial. Outside of her advisory work, she has experience in yoga instruction, having been involved with Beyond Boundaries Yoga and Corepower Yoga for several years. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios and centralized operational structures.

Brandon Vu is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Crowe LLP and has experience outside finance, including operating Texas Elite Auto Detailing and White Tiger Taekwondo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Nieto is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, with one year of industry experience. His prior roles include positions at Bank of America, N.A., Euro United LLC, and time spent at the University of Texas at Arlington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

Jacob Ritchie is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at WoahZone and Altitude Trampoline Park. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Joanna Beltran is a financial advisor at Fidelity with five years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at Charles Schwab and The Centre Network. Prior to her advisory roles, she spent seven years at the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Gregory Dey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at the Longhorn Center of Academic Equity and The University of Texas at Austin. Outside of his advisory role, he is involved in a food-related business in Arlington, Texas, where he prepares and cooks food. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio solutions, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Robbie Kuykendall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Museum Fabrication Group and was involved with 5th Gen Woodworks, LLC for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Snively is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, a charitable gift fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles and affiliated research resources.