Cho Fei Huang is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments, TD Ameritrade, and Wells Fargo Bank. 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 centralized operational structure.

Seth Hensley is a financial advisor at Charles Schwab with 4 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at both Charles Schwab and TD Ameritrade. His prior roles include positions in logistics and various service industries. 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, offering multi-asset model portfolios and alternative investment options.

Aaron Scheid is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and 26 years of industry experience. He has previously worked at TD Ameritrade and Scottrade, with a combined eight years at those firms before joining Charles Schwab in 2018. He is based in Westlake, Texas. 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, using multi-asset model portfolios, with centralized supervisory and custody arrangements.

Jeffrey Lambeth is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at JP Morgan Chase and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program and affiliated managed accounts.

Austin Cole is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at various roles within Charles Schwab entities since 2018 and had brief positions outside the financial sector, including at Amante Coffee and Suit Supply. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Christopher Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. before returning to Charles Schwab. 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 access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

Frank Reed is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Fidelity Investments and Legacy Wealth Management. Prior to his current role, he spent over a decade at STGB Restaurants. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Forrest Brown is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Prior to Schwab, he was employed at LPL Financial and also has experience at Varsity Bookstore and Texas Tech University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm’s integrated model includes advisory, brokerage, custody, and cash-sweep services delivered through multi-asset model portfolios and access to alternative investments.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Troy Frazier is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2022. 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 services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Stephanie Crago is a financial advisor with Edward Jones in Springtown, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Morgan Stanley DW, Inc. from 2005 to 2024 before joining Edward Jones. Outside of her advisory role, she is involved in a woodworking business, Cragos Creations, which she plans to formalize as an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide presence. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emily Sorrells is a financial advisor at Charles Schwab with six years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Charles Schwab since 2023, following prior roles at TD Ameritrade, Uline, Sylvan Learning Center, and Corsicana ISD. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within a large-scale, integrated operational structure.

Robert Neander is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Worth, TX, bringing 25 years of industry experience. His career includes roles at Merrill and various Wells Fargo entities since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Kristen Evans is a financial advisor with Charles Schwab holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Charles Schwab Premier Bank, and Wells Fargo, where she has been active since 2016. She is based in Westlake, Texas. Charles Schwab & Co., Inc. serves a broad 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 advisory recommendations and access to discretionary separately managed accounts, supported by comprehensive investment research and integrated custody and brokerage services.

Marcus Mainord is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in STMJ LLC, a recreational real estate venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Andrew Faletti is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at TD Ameritrade and has experience in the restaurant industry. Charles Schwab 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 solutions, supported by centralized custody and operational infrastructure.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Morgan Duvall is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Fort Worth, Texas. He is responsible for the wealth planning activities for his team and brings a background in Information & Operations Management from Texas A&M University. Morgan transitioned to financial advising after starting his career in supply chain management consulting, joining Merrill Lynch in 2014. Morgan earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016 and holds additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, as well as women and wealth. Outside of his professional work, Morgan enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with his family. He is involved in community organizations such as Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment 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.