Oscar Baum is a CFP® and Series 66-licensed advisor with five years of industry experience. He is currently with Charles Schwab, having worked there since 2020 in both Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. His prior roles include financial and academic positions at the University of Central Florida and a brief involvement with Pat's Liquor Leaf & Wine. Charles Schwab & Co., Inc. serves a large base of primarily high- and ultra-high-net-worth clients 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, utilizing multi-asset model portfolios and research-driven investment advice.

Jeremy Ottens is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of finance, he is the owner of Denton Coffee Collab, a coffee roastery where he manages operations, sales, and distribution. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jordan Benavides is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Popp Hutcheson PLLC and the American Bank of Commerce. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Sawyer Link is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately one year of experience at the firm. His prior roles include positions at Goldman Sachs & Co. LLC and Stellantis, as well as academic experience at Texas A&M University. He is also involved with Exotic Capital, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations within a broader derivatives and commodities framework.

Joshua Kelsey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles with Power Home Remodeling and service in the U.S. Army from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Timothy Forrester is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, following three years at Wells Fargo Bank. Outside of his advisory role, he is the managing member of Villatic Holdings LLC, a dormant entity focused on future residential properties. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Blayne Fugere is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill and Bank of America in 2026, Fugere worked at Fidelity Investments for six years. Outside of finance, Fugere has experience in education with Cleburne and Duncanville Independent School Districts and involvement with the Rapides Symphony Orchestra. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Meng Boulware is a financial advisor at Fidelity with seven years of industry experience. Their prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and academic positions at Peking University’s Guanghua School of Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Brenda Devore is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2017, following 15 years at Edward Jones. Outside of her advisory role, she co-owns Excellent Dealer Services with her spouse and serves as a legal guardian. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm’s advisors develop tailored recommendations using proprietary research and planning tools, delivering them through meetings and written summaries with optional implementation.

Kathryn Buiel is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ryan, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. 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 centralized custody and operational infrastructure.

Douglas Kennedy is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018. In addition to his advisory role, he serves in the Oklahoma National Guard and is affiliated with the University of North Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 investment approach supported by research and centralized operational infrastructure.

Duncan Strickland is an advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles in academia at the University of Texas at Arlington and Tarrant County College. Outside of finance, he spent seven years with Prime Landscape Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios through systematic methodologies and oversight controls.

Jason Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Axa Advisors, LLC for five years before joining LPL Financial in 2019. Outside of his advisory role, Jones serves as a minister at various churches and owns Active Pain Relief LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Andrew Lamis is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, and has four years of industry experience. Before joining Edward Jones, he worked at Dew Wealth Management and held various roles including at Ridglea Country Club and pursuing full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jonathan Whitfield is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the personal and financial goals of his clients and leverages Fidelity's resources and strategies to help them work toward those objectives. He has a professional background that includes roles as a Portfolio Specialist at Fidelity Investments from 2019 to 2021, Financial Advisor at Edward Jones from 2018 to 2019, and various positions at TD Ameritrade and First Command Financial Services dating back to 2013. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan's personal interests include baseball, football, golf, family activities, parenthood, and reading.

Lilly Le is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Charles Schwab, TD Ameritrade, and Bath & Body Works. Prior to her advisory career, she was involved in small business ventures such as Mr. Hibachi LLC and Crab Station. 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 and discretionary investment options with centralized custody and operational support.

Allison Hughes is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services since 2007. Hughes is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios across various platforms.

John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

James Ceman is a ChFC® with 9 years of industry experience, currently serving as a financial advisor at Charles Schwab & Co., Inc. since 2022. Prior to joining Schwab, he worked at TDAmeritrade for five years and has held various roles outside financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated platform supports a broad client base with multi-asset model portfolios, alternative investment due diligence, and centralized custody and supervisory services.

Melissa Self is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held prior roles at Morgan Stanley and Wells Fargo Clearing before joining UBS in 2016. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a range of capital markets services.