Alexander Steele is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Krystal Rodriguez Rosa is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously gained experience at TD Ameritrade and Starbucks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced tools and methodologies.

Jared Jallans is a CFP® with eight years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has been with Charles Schwab and Charles Schwab Bank since 2017 and 2019, respectively. Prior to this, he worked at Texas A&M University from 2013 to 2017. 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 management using multi-asset model portfolios and provides integrated custody and brokerage services.

Tiffany Muirhead is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services in various capacities since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andres Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2017, including roles at Charles Schwab Bank and Charles Schwab Premier Bank beginning in 2026. Prior to joining Schwab, he was employed at La Academia De Las Estrellas. 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 investment advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Catherine McGrath is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2019, following prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and strategic partnerships.

Mario Martinez is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Clean Solutions Services LLC, and Crescent Resources LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-depth research and a centralized operational structure.

Jackson Norman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously held positions at Hatfield Advisors, Colonial Country Club, the University of Oklahoma, and Trinity University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research, analytics, and diversification principles in its investment approach.

George Mason is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at supporting their long-term goals. He leverages Merrill’s investment insights alongside the banking and lending solutions provided by Bank of America to create flexible wealth management approaches tailored to clients’ evolving needs. George holds a Bachelor's Degree from the University of North Texas and carries the Personal Investment Advisor (PIA) designation. He is committed to community involvement, reflecting Merrill’s tradition of service by volunteering with local organizations. Outside of work, George enjoys a variety of activities including biking, boating, fishing, football, horseback riding, music, racquetball, running, surfing, and spending time with his family.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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, supported by multi-asset model portfolios and due diligence on alternative investments.

Rupesh Nepal is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a concurrent tenure at Wells Fargo Bank, nA dating back to 2015. Outside of his advisory role, he works as a Lyft driver in San Francisco. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sahithi Pyde is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at Pay Asia PTE Ltd. and Genpact. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a variety of clients including registered investment companies and charitable funds.

Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments in Westlake, TX. He holds the Series 66 and Series 63 designations and has four years of industry experience. His prior work includes three years at PennyMac and four years at Texas Tech University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and employs systematic methodologies and algorithmic portfolio construction in its investment process.

Chad Bolen is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services for 12 years before joining Wells Fargo in 2016. 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 and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.

Nicholas Deatherage is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Rollo Insurance and has held various roles in education and sports organizations. He serves as an on-site tournament director for The Athletic Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Chet Teichman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge since 2012 and previously worked at SPC from 2010 to 2012. Teichman is also president of Teichman Financial Planning LLC, where he serves as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management and supports access to third-party advisers and proprietary model strategies.