Tyler Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior work includes roles at Merrill and Fidelity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Jordan Beck is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services LLC. 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 models with discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Joshua Rojas is a financial advisor at Charles Schwab with a Series 66 designation and nine years of prior experience at Bellco Credit Union. He has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base of mainly 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 research from Schwab Center for Financial Research.

Christian Arechiga is a Financial Consultant at Fidelity Investments, a position held since 2010. With over 15 years of experience as a financial advisor, Christian focuses on helping clients nationwide develop thoughtful and sustainable financial plans tailored to their individual stories, values, and goals. Christian aims to provide clarity and support for long-term financial well-being. Christian holds insurance licenses in Arkansas and California. Outside of professional work, Christian is based in Texas and balances career with family life as a wife and mother to twin young adult daughters. Personal interests include baseball, fitness, golf, movies, and traveling.

Andrew Goucher is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is affiliated 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 to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Nathan Griffin is a financial advisor at Charles Schwab with three years of industry experience and holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Rethink Wealth. Outside of advising, he manages a rental property in Fort Worth, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Daniel Moncanut is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade, among other firms. Outside of his advisory role, he officiates soccer games as a referee with the Texas Association of Sports Officials. 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 solutions, combining strategic multi-asset model portfolios with an extensive operational structure that supports a large client base.

Eric Andrews is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2016, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Rick Kinnard is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at TD Ameritrade, AeroTek, Electro Enterprises, and The Home Depot. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining advisory, brokerage, custody, and cash-sweep services in an integrated structure.

Connor Zmolik is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He previously worked at PMSI and Marcus & Millichap and has been with Fidelity since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Collin Day is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held roles at Granite Financial Group since 2010. Outside of his advisory work, he is involved as an educator with Women's Wealthnasium LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management with multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Israel is a financial advisor with Ameriprise in Southlake, TX, holding Series 66 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Hilltop Securities and Wells Fargo. He is a co-owner of Dragon Ridge LLC and Black Emerald Health LLC and serves on the Board of Directors for the Southlake Baseball Association as a scheduler and 7U commissioner. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Adam Thornton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2000, holding various roles including Branch Investment Consultant, Site Insurance Consultant, Financial Consultant, Fixed Income Specialist, and Service Trader. With twenty-five years in the financial industry, Adam focuses on partnering with clients to create personalized plans. He aims to help clients navigate the complexities of investing while making it simpler to understand and manage. Adam works to understand clients' dreams and goals and assist them in making the most of their lives. He holds an Arkansas Insurance License.

Matthew Gifford is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he teaches voice, piano, and guitar lessons as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jose Rios is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked in education with the University of North Texas and school districts in Denton and Arlington, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Javier Padron is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Qualitax and Kroger, along with four years in full-time education. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

Rosalie Smith is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at Charles Schwab Bank, Brenham National Bank, Starbucks, Massage Heights, and R2 Wellness. Charles Schwab serves a large client base of 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 guidance using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Sean Flood is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Charles Schwab since 2019 and previously held roles at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure serving a large client base.

Johnny Fowler is a financial advisor with Edward Jones in Keller, TX, holding CFP® and Series 63 and 66 designations and bringing 17 years of industry experience. His prior roles include positions at Integrated Advisors Network, TCG ADVISORS LP/HUB International, McElhenny Sheffield Capital Management, TD Ameritrade, and Fidelity. Fowler has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, with a nationwide network of advisors and branch offices supporting approximately $1.01 trillion in assets under management.

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.