Samuel Walker is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Charles Schwab Bank, Young America Realty, and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base that includes high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investments.

Ralston Billiot is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their goals and family needs. He focuses on creating plans that evolve over time to reflect clients' changing situations. Prior to his current position, Ralston served as a Planning Consultant and Investment Solutions Representative at Fidelity Investments from 2020 to 2026. Before joining Fidelity, he worked as a Financial Consultant at Redwood Financial between 2019 and 2020. He holds an insurance license in Arkansas (AR Insurance License). Outside of his professional work, Ralston has interests that include the beach, football, golf, museums, and parenthood.

Matthew Hayes is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience. He has held roles at Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Hayes is involved in fundraising activities for the Autism Treatment Center of Dallas and serves as treasurer for the SK Willow Ridge Estates Homeowners Association. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of advisors and platforms. The firm provides integrated brokerage and advisory services with a range of investment options and emphasizes portfolio construction using asset-allocation tools, risk tolerance assessments, and automated rebalancing.

Jill Earley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has been with Fidelity and its related entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including the use of algorithmic methods and AI, to deliver model portfolios and manage a variety of fund structures.

Kelly Edwards is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo and Northern Trust. Edwards is currently based in Westlake, TX. 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 discretionary separately managed accounts, offering multi-asset model portfolios, due diligence on alternative investments, and centralized custody and order-routing services.

Bradley Heller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and has held various roles outside the financial industry, including positions at Amazon and teaching at Kingwood High School. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering a range of portfolio management and advisory solutions that integrate fundamental research with quantitative and algorithmic techniques.

Jonathan Shoush is a financial advisor at Charles Schwab with 20 years of industry experience and holds a Series 66 designation. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2025 before joining Charles Schwab in 2025. 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 mix of non-discretionary and discretionary investment management through multi-asset model portfolios, supported by centralized operational and supervisory structures.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, he owns Omega Squared Capital Management, through which he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment options through multiple platform arrangements and supports both discretionary and non-discretionary strategies tailored to client objectives.

Zachery Moreau is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has held positions at Fidelity Investments since 2019, with prior roles at Veritude and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its role advising registered investment companies and employing systematic methodologies including AI and algorithmic tools.

Kevin Howard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at New York Life and NYLIFE Securities, with a decade of experience at Entertainment Partners. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm provides a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Carson Albright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2014. Outside of his advisory role, he is involved in agriculture as a sole proprietor, growing vegetables and raising livestock. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jesse Martinez is a CFP®-credentialed financial advisor at Charles Schwab with four years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and was self-employed. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering non-discretionary financial planning and investment advisory services alongside access to discretionary separately managed accounts and alternative investments through its integrated wealth management platform.

Randy Mickey is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to develop and implement comprehensive financial strategies tailored to their individual goals, timelines, and risk profiles. His work involves providing guidance on investment strategies to support clients' long-term financial success. Randy has extensive experience within Fidelity Investments, having served in various roles including Relationship Manager, Investment Solutions Representative, Help Desk in Client Services, High Net Worth Associate, and Customer Relationship Advocate since 2017. Prior to joining Fidelity, he worked in the insurance and financial services industry in roles such as Retirement Specialist, Insurance Agent, Regional Claims Director, and Claims Adjuster among others. Outside of his professional career, Randy enjoys golf and traveling.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. 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 management, using multi-asset model portfolios and a centralized operational structure.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Charles Schwab in 2017, he worked at Fidelity Brokerage Services LLC from 2015 to 2017. 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 multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Stephen Sumner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 and Series 63 registrations and has been with J.P. Morgan Securities since 2022. Prior to that, she worked at Jpmorgan Chase Bank in Texas and was involved with North Texas Bingo from 2014 to 2020. 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.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Towne Park Ltd., Fedex, BYU Idaho, and various other firms prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.