Antara Mohsin is a Series 66 licensed financial advisor with Fidelity in Dallas, TX, with one year of industry experience. Prior to joining Fidelity Investments, Antara worked at Gartner and held roles at several organizations including the Stephen Stagner Sales Excellence Institute and Adidas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services, with oversight controls and use of AI in its investment process.

Lauren Yaffa is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Charles Schwab in 2017, she worked at Fidelity Brokerage Services LLC from 2015 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Center for Financial Research.

Lauren Mathers is a CFP® professional with 14 years of experience in the financial industry. She has been with Charles Schwab since 2015, including roles at Charles Schwab Bank from 2016 to 2017 and in 2020. Mathers holds Series 63 and Series 66 licenses and works out of Westlake, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory fee-based 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 provides a range of integrated brokerage, custody, and advisory services.

Keith Lansdale is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2020, he worked for the City of Nacogdoches from 2014 to 2020. Outside of finance, Lansdale is a freelance author of film scripts, comics, novels, and short stories. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a centralized operational and supervisory infrastructure.

Shelly Dodge is a financial advisor at Ameriprise with 25 years of industry experience. She held a prior role at NEXT Financial Group Inc. for 20 years before joining Ameriprise in 2025. Dodge holds the Series 63 and Series 65 credentials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kevin Hadawi is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill from 1999 to 2004 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member on the City of Rockwall Architectural Review Board and is the treasurer for the Children's Advocacy Center for Rockwall County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment solutions.

Jaxson Floyd is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he held various positions across different sectors, including roles at Blue Goose Cantina and TIG Real Estate Services. Charles Schwab 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 both non-discretionary and discretionary investment guidance, delivered through multi-asset model portfolios and a range of integrated advisory and brokerage solutions.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

Christopher Greenlaw is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within Fidelity and its affiliated entities since 2002. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

James Hunter is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Thomson Investment Group and various positions during his education at the University of Texas at Dallas and Austin Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kelly Matwick is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Prior to that, she was affiliated with The University of Texas at Arlington and Homemaker. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and manages oversight of sub-advisers while maintaining established governance and proxy-voting procedures.

William Schlabach is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 14 years at Hi-Line, Inc. His outside activities include receiving royalties from oil interests through TransOil Marketing, LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Bailey Bynum is a financial advisor with Morgan Stanley in Southlake, TX, holding a Series 66 designation and 15 years of industry experience. Bynum has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Jigar Raval is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Mortgage Processor at Intelty Inc from 2020 to 2022. With extensive experience in the financial industry, Jigar assists clients by educating them and helping develop personalized investment strategies tailored to their unique financial goals and needs. Outside of his professional role, Jigar has personal interests in cooking and baking, gardening, and reading.

Charles Tucker is a financial advisor with Fidelity Investments, holding a Series 66 credential and four years of industry experience. His prior roles include a decade at Wells Fargo Bank, NA, and a year at Wells Fargo Clearing. Outside of finance, he performs as a drummer in live music bands based in Denton, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic construction. The firm serves various investors and employs systematic methodologies alongside oversight of affiliated sub-advisers.

Shawn Carney is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and Uber. He is based in Westlake, Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio investment approach.

Peter Phan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, he is a financial planner at Denali Wealth Management and is licensed to offer fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools, third-party money managers, and a range of investment options across multiple platforms.

Jason Roberts is a CFP® professional with six years of industry experience, currently advising at Charles Schwab in Westlake, TX. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase bank NA. Roberts’s background also includes a year at Hitachi Consulting Corporation. Charles Schwab serves a large client base primarily composed of high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory program, offering both non‑discretionary advice and access to discretionary separately managed accounts. The firm’s integrated approach combines advisory, brokerage, custody, and cash‑sweep services supported by multi-asset model portfolios and in-depth research.

Joseph Catalano is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios employing mutual funds, ETFs, and ETPs, with oversight of sub-advisers and a focus on addressing conflicts of interest.