Carla Barron is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she owns a vacation rental property in Tamarindo, Costa Rica. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Simha Portnoy is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, Portnoy worked at Intuit and Avantax Investment Services, among other firms, and has maintained his own financial services and tax preparation businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jason Helton is a CFP® certificant with 11 years of industry experience, currently affiliated with Charles Schwab. His prior roles include positions at United Capital Financial Advisers, Oppenheimer & Co. Inc, Bank of America, and Merrill. He has worked within various Charles Schwab entities since 2021. 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 advisory services and access to discretionary separately managed accounts managed by an affiliate. The firm’s integrated scale and centralized operations distinguish its wealth management approach.

Alan Davidson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at TD Ameritrade from 2011 to 2022 and Charles Schwab Bank, SSB starting in 2025. 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 and alternative investment options supported by its research and due diligence.

Jad Daouk is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade and Wells Fargo. He also spent a year at the University of Texas at Arlington. 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 solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Thane is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Board of Trustees for Metroport Meals on Wheels. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.

Vanessa Samples is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she worked in various roles at Staples, Goodtree Healthcare, Qualfon, and McDonald's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and is noted for its formal advisory role to registered investment companies and use of systematic methodologies in portfolio management.

Monica Stanley is a Series 66-registered financial advisor with nine years of industry experience. She currently works at Charles Schwab and previously held roles at First Command Financial Services, PM Squared, Core Insurance Group, Frost Brokerage Services, Frost Bank, and Edward Jones. 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 separate managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Edgar Espitia is a Planning Consultant who works closely with clients to develop personalized financial plans tailored to their unique goals and values. He focuses on building meaningful and lasting relationships to provide guidance suited to each stage of their financial journey. Edgar's approach aims to empower clients with clarity and confidence in their financial planning. Prior to his current role, Edgar gained experience at Fidelity Investments, where he served as an Investment Solutions Representative from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. These positions provided him with a foundation in investment solutions and client relationship management.

Fernando DeGracia is a Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with clients to develop and maintain personalized financial plans aimed at growing, protecting, and managing their wealth over time. His experience within Fidelity Investments includes serving as Workplace Planning and Guidance Manager from 2015 to 2017, Guidance Support Specialist in 2015, and Workplace Planning and Guidance Consultant from 2014 to 2015. This progression reflects his comprehensive knowledge of financial planning and client guidance. Fernando holds insurance licenses for Arkansas and California, supporting his capacity to provide informed advice concerning insurance matters.

Clint Spradlin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2009. He has been with Fidelity for 16 years, focusing on partnering with clients and their families to create investment and financial plans aimed at helping them pursue their goals. Prior to his career in financial services, Clint served five years in the Marine Corps, where he was a presidential guard at the White House under President George W. Bush. Clint holds an Arkansas Insurance License and brings a disciplined approach to his financial consulting, drawing on his military background. Outside of his professional responsibilities, he is engaged in family activities and enjoys fishing, golf, and reflecting on his military service. Parenthood is also a significant part of his personal life.

Brian Bolger is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at National Financial Services and various engagements related to the University of Texas at San Antonio and Utah Football. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Kasey Buckner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and has been affiliated with Granite Financial since 2000. Buckner also serves as Vice President of Granite Benefits Inc., a corporation that markets and sells fixed insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management platforms and proprietary model strategies.

Jonathan Massegee is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes seven years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Mackenzie Schaibly is a Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX, and has two years of industry experience. Prior to joining Charles Schwab, Schaibly held various positions in the hospitality and banking sectors, including roles at Coyote's Adobe Cafe and Central Bank. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized operational and supervisory support.

Kayla Washington is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and AT&T. Outside of her advisory role, Kayla owns a small baking business, KayKstries, specializing in cakes and pastries for commission. Charles Schwab 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 broad range of integrated brokerage, custody, and cash-sweep services.

Robert Venable is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 designations and has worked in various capacities within Fidelity since 1999. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive involvement in commodity pool operations and the use of AI-driven research methods.

Tana Mossa is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and self-employment. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an alternative investments program, supported by a centralized and integrated operational structure.

Lydia Smith is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Fidelity Investments. Outside of her advisory role, she has served as a Senior Account Associate at Nolan Financial Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including legacy transition programs.

Antowon Shade is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Fidelity Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.