George Rabel is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at American Airlines, Cetera, Intellicentrix Inc, Charles Schwab, and Axa Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering financial planning, advisory programs, retirement consulting, and brokerage services.

John Min is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. His prior work includes positions at Charles Schwab Bank, Nike, and roles in education and extended travel. 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 employs multi-asset model portfolios supported by comprehensive investment research and due diligence.

Arash Hashemi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his role in providing investment guidance to clients. Arash Hashemi earned a Bachelor's Degree from the University of Houston System. His educational background supports his expertise in financial management and wealth advisory services.

Corey Vance is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes a year at Northwestern Mutual and ongoing service in the U.S. Army since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Barton Jefferys is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity in 2025, he worked at Empower for three years and Prudential Financial for eleven years. Outside of his advisory work, he assists with light bookkeeping and operational support at his family’s agricultural farm in Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates fundamental research and quantitative analysis to construct portfolios using systematic methodologies and long-term asset allocation benchmarks.

Ruben Perea is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes positions at Fidelity since 2020, along with earlier roles in the hospitality and education sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Causen Shafer is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Charles Schwab Bank, Frost Bank, and Summer Moon Coffee LLC. Outside of advising, he has worked as a delivery driver for Door Dash. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a variety of advisory and brokerage services, offering both non-discretionary and discretionary investment solutions supported by integrated custody and operational infrastructure.

Joshua Sulak is a Planning Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual needs, aiming to help them feel confident in their financial decisions. Joshua has experience in various roles at Fidelity Investments, including Director Retirement Planner from 2023 to 2025, Retirement Planner from 2022 to 2023, Retirement Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joshua enjoys board games, cooking and baking, family activities, exploring food as a foodie, football, and parenthood.

Brent Mc Ilvain is a CFP®-designated financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant McGuire is a CFP® and CFA® with 11 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services from 2016 to 2024. 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 follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Brown is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of finance, he is involved in television acting in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through diverse strategies.

Victor Lazcano is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he held positions in a variety of sectors including technology, military service, and retail. Lazcano served as a sergeant in the U.S. Army and continues to fulfill monthly military duties. 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 investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure.

Jennifer Shields is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill since 1991. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lourcey is a financial advisor with LPL Financial based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera, Walton Lourcey Wealth Advisors, and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Ryan Marquardt is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brent Herren is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. and TD Ameritrade in various capacities since 2018. Outside of his advisory role, Herren serves on the board and finance committee of Hope Community Church of the Nazarene. 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 largely non-discretionary investment guidance combined with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized operational and supervisory structures.

Erin Kolp is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Carnegie Homes for five years and Endeavor Wall Homes for thirteen years. Outside of her advisory role, she is a consultant for Rodan + Fields, assisting clients with product orders and inquiries. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Robert Williams is a CFP® with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2003. Williams also has experience as an independent advisor. Outside of his advisory work, he is involved in managing private rental property investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and recommends funds and strategies approved through its internal review processes.

Liam Spagnolli is a financial advisor with Wells Fargo Clearing in Southlake, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Bank of New York and Fidelity Investments. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in client assets.

Sean Riley is a CFP® professional with 15 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of his advisory work, he operates a small woodworking and carpentry business. 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, employing multi-asset model portfolios and a centralized operational structure.