David Hansen is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo and CITT Services. David attended Texas State University - San Marcos. 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 integrated brokerage, custody, and advisory services.

Alex Gelb is a financial advisor at Fidelity with 27 years of industry experience. He has held roles at Northwestern Mutual Investment Management, 1st Global Advisors Inc, and UBS Financial Services prior to joining Fidelity. Gelb holds Series 63, 65, and 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating model portfolios delivered to intermediary platforms.

Beau Floyd is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at JP Morgan Chase and the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. 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 and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.

Clair Mars is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab since 2018 and previously held roles at TD Ameritrade and several gig economy companies including DoorDash, Grubhub, Instacart, Uber, and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services along with custody and brokerage capabilities.

Erin Kazmer is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a role at American Airlines Credit Union before joining Fidelity Brokerage Services LLC, where she has worked since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory roles.

Joshua Mcclellan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and having 17 years of industry experience. His prior firms include Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors Inc. 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, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Tune is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. He is currently based in Westlake, Texas. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational capabilities.

Nicole Pugsley is a CFP®-designated financial advisor with Edward Jones, based in Southlake, TX, and has nine years of industry experience. She has been with Edward Jones since 2017 and previously held positions at Texas A&M University-Corpus Christi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, emphasizing a fiduciary standard in its advisory services.

Derek Land is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Guidance Support Specialist, Workplace Guidance Consultant, and Defined Contribution Representative. Derek works closely with clients to develop and maintain customized financial plans tailored to their unique situations and values. He focuses on understanding his clients' concerns and goals to provide guidance that supports their financial confidence and peace of mind. He holds an Arkansas Insurance License. Outside of his professional work, Derek has interests in baseball, football, music, outdoor adventures, and family activities.

Parrish Mackey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Power Home Remodeling, and his own firm, PK Mackey. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Brandon Tabor is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. His prior work includes roles at Merrill for 15 years and J.P. Morgan Chase. 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 supports a range of advisory activities including discretionary portfolio management and fund advisory, with a focus on systematic methodologies and long-term asset allocation.

Lauren Wyatt is a financial advisor at Charles Schwab with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes sixteen years at TD Ameritrade and several roles within Charles Schwab and its affiliated entities since 2022. Outside of her advisory work, she owns a small retail business making baby shoes and cloths and works as an Instacart shopper. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Taryn Maafala Maiava is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Maiava worked in education and delivery services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Scott Matthews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he owns and manages rental property in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Israel Anderson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through several positions including Financial Associate I and II, Workplace Planning Associate and Consultant at various levels, and Financial Consultant 1 prior to his current role. His professional experience is centered on helping clients build sustainable financial plans by simplifying complex financial concepts. He holds insurance licenses in Arkansas and California. Outside of his professional work, Israel enjoys activities such as baseball, spending time at the beach, family activities, hiking, and running.

Dominic Young is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A., and Merrill since 2014. He is based in Fort Worth, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Burkholder is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has previously worked as a Central Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Eureka Tree Financial from 2021 to 2022 and at First Command Brokerage Services from 2018 to 2020. Jeffrey focuses on coaching his clients and helping them navigate the complexities of building a financial plan, emphasizing strong connections with clients and their families to maintain trust, reliability, and professionalism. His professional experience spans various facets of financial advising and client relationship management. Jeffrey holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional life, Jeffrey's personal interests include art, board games, comedy, museums, theater, and traveling.

Shahdad Djavaherian is an advisor at Fidelity with a Series 66 designation and industry experience beginning in 2025. His prior roles include positions at Clearpath Lending and LINC Commercial Realty. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and comprehensive fund advisory services.