Omar Laghari is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior work history includes roles at TD Ameritrade, Amazon, AutoNation, and McClatchy, as well as time spent pursuing travel and education at the University of North Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to affiliated discretionary separately managed accounts. The firm is notable for its large scale, integrated service structure, and multi-asset, model-based investment approach.

Kathy Bickhaus is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a comprehensive approach to wealth management, focusing on helping high-net-worth individuals and retirees develop customized financial strategies tailored to their objectives, risk tolerance, and time horizons. Her expertise spans personal retirement planning, tax minimization, education planning, portfolio management, and specialized areas such as women and wealth and divorce transition planning. Kathy is dedicated to fostering strong client relationships and providing access to leading financial resources to help clients pursue financial security and independence. Beginning her career in financial services in 1993, Kathy joined Merrill in 2004 following experience in commercial and corporate finance. She holds a Bachelor of Business degree from Texas A&M University and an MBA in Finance and Accounting from the University of Texas at Dallas. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations, along with Series 7, 63, and 65 FINRA registrations and a Group 1 Life and Health certificate. Kathy is active in the community through her involvement with organizations such as the Young Men’s Service League, National Junior Charity League, and the Denton Public School Foundation. She has served on several nonprofit boards, including the National Charity League and Women’s Financial Exchange, and is passionate about promoting financial literacy for women and youth. Residing in Lantana, Texas, Kathy enjoys spending time with her family, participating in triathlons, boating, scuba diving, and traveling.

Taylor Herring is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and four years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has prior experience with JPMorgan Chase Bank, N.A. since 2016. He also worked at Sam Houston State University from 2015 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Dylan Delacruz is a CFP® with eight years of industry experience, currently serving at Vanguard Advisers. His prior experience includes roles at Fisher Investments and Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable tax-aware and ESG options.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.

Joshua Kane is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Traditions Wealth Advisors and has held roles at various organizations including Gamma Phi Beta, Cho-Yeh, and Amazon. Fidelity’s Strategic Advisers LLC, the firm with which Joshua is affiliated, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its involvement in registered investment companies, fund-of-funds, and use of advanced technologies like AI in its investment processes.

Bart Lamb is a financial advisor at Charles Schwab with Series 63 and 66 licenses and nine years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, TSR Consulting Services Inc, and FedEx Express. 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, using multi-asset model portfolios and due diligence on alternative investments, supported by a large scale and integrated operational structure.

Michael Justice is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, he worked at Syneos Health and Iqvia. Outside of finance, he provides private baseball instruction to youth in Fort Worth, Texas. He is associated with Strategic Advisers LLC, a Fidelity Investments company that delivers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves multiple registered investment companies through discretionary and non-discretionary advisory services.

Kevin Castaneda is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and is also the owner of Moncast Tax Services, LLC, where he provides tax preparation services. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, tax-aware portfolios largely composed of Vanguard funds and ETFs.

Antonio Segovia Miranda is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fisher Investments, he gained work experience in various roles including positions at Tactik Global Marketing and Backcountry.com. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a combination of quantitative and qualitative research and employs tax-aware strategies and risk management tools across diversified global portfolios.

Felicia Erwin Sanders is a financial advisor with LPL Financial in Carrollton, Texas, holding a Series 66 designation and 23 years of industry experience. She has worked with LPL Financial since 2007 across multiple tenures, with additional experience at CUSO Financial Services, SeCU Brokerage Services, and Equitable Advisors. Outside of her advisory role, she serves as an independent agent selling health and Medicare insurance products, provides tax preparation services, is a commissioned notary public in Texas, and serves on the board of a municipal utility district. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement advice through a large network of investment adviser representatives. The firm supports a broad range of investment strategies and combines advisory services with various financial and insurance products.

Kenneth Hang is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Kenneth has been with Edward Jones since 2005. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Buck is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2020 and previously worked at Weinstein & Riley and the New Mexico Legal Group. 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 offers both non-discretionary advisory recommendations and access to affiliated discretionary SMA portfolios, combining a multi-asset model portfolio approach with centralized custody and operational support.

William Cocozza is a financial advisor at Fisher Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Franklin Templeton Distributors, Inc. for 26 years. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies alongside defensive tactics to manage risk.

Patrick Dugan is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with a noted emphasis on model portfolios and oversight of sub-advisers.

Ernest Martinez is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior experience includes six years at Edward Jones and a consulting role at EJM Consulting. 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 separately managed accounts and offers a multi-asset, strategic asset allocation investment approach.

Alison Fowler is a Series 65 licensed financial advisor at Fisher Investments with six years at the firm and a total of four years in the industry. She previously founded Promontory Brands, LLC, a marketing consultancy and software development business. Fisher Investments provides discretionary portfolio management to a global client base, including institutions and high-net-worth individuals, using a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware and risk management strategies.

Jordan Andreola is a financial advisor with Fisher Investments who holds the ChFC® designation and Series 63 and 65 licenses, bringing 18 years of industry experience. Prior to joining Fisher Investments in 2018, he worked at Level Four Advisory Services, LPL Financial, and 1st Global Advisors. Additionally, he serves as the managing member of Digital Consultants, LLC, which provides IT consulting services focusing on internet-of-things, network design, hosting, and web3 technologies. Fisher Investments serves a global client base including institutional investors, pension plans, foundations, and high-net-worth individuals with discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to build diversified portfolios and uses tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

William Haugh is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2007 and previously worked at HSBC Securities (USA) Inc. and TD Ameritrade, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized, research-driven investment approach and manages risk using various tactical strategies while offering sub-advisory and retirement plan services.

Andrew Bean is a financial advisor at Fisher Investments with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KeyBank, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management and sub-advisory services across a range of investment mandates. The firm employs a centralized Investment Policy Committee to construct diversified portfolios using quantitative and qualitative methods, and it utilizes tax-aware strategies and defensive tactics to manage risk.