Angela Burcel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Her background includes roles at Charles Schwab Bank, SSB and USAA Investment Management Company, among others. 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 and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Christine Simek is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes roles at J.P. Morgan Securities and The Prudential Insurance Company of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Candace Ellison is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2017, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank. Prior to Schwab, she was employed at TD Ameritrade and RBC Capital Markets. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab’s research and centralized operational structure.

Sze Sze Fertitta is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has held prior roles at Raymond James Financials, Lululemon, the University of Texas at Dallas, Ridge Point High School, and YouTube. 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 diverse client base, including individuals, institutions, and municipal entities, providing financial planning and consulting services with a range of portfolio management styles and affiliated research.

Jared Phillips is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials, and has five years of industry experience. His prior work includes roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Robert Foret is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes a brief tenure at Jefferson Financial and various non-financial roles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

Wade Williams is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been involved in financial advisory roles since 2003, including serving as an Investment Solutions Consultant at Fidelity Investments from 2014 to 2018, and holding various positions at The Ayco Company, A Goldman Sachs Company, from 2003 to 2013. In his professional approach, Wade emphasizes listening carefully to understand his clients' individual goals and uses his knowledge and experience to help them develop financial plans tailored to their futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wade has interests in baseball, family activities, football, hiking, music, and soccer.

Chad Patton is a Series 66-credentialed financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds managing partner responsibilities in a development partnership focused on the restoration of the Baker Hotel in Mineral Wells, Texas. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Dante Jefferson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Fidelity, having previously worked at Fisher Investments, Raymond James Financial Services, Lyft, JTB International and Global Advisor Group, and Edelman Financial Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Jay Langley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Charles Schwab since 2018 and previously held positions at Merrill, Banc of America Investment Services, Inc., and MetLife Investment Fund Services LLC. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and maintains concurrent roles at Lighthouse Financial Group, Cambridge Investment Research, Inc., and Wymac Insurance Group, where she serves as CEO. Outside of advising, she also works as a notary public and provides technical translation services from English to Spanish. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management solutions and both proprietary and third-party strategies.

Ethan Caughey is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at various positions within Charles Schwab and Charles Schwab Bank, SSB since 2022. Prior to this, his work history includes roles unrelated to finance. 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 an integrated platform including brokerage, custody, and alternative investments.

Rajesh Singh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he has engaged in delivery driving for Amazon Flex and Uber Eats. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a comprehensive 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 utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

Justin Nelson is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at US Money Reserve LLC for three years. Outside of finance, he has been a part owner and active member of Merlinpeen Music LLC, a band based in Grapevine, TX, for over a decade. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

James Smith is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A and has experience with Southwestern Baptist Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Jared Johnson is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at OneMain Financial, AutoNation, CarMax, Nationwide, Amazon Pharmacy, and SkyVenture New Hampshire. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and brokerage services.

Ramiro Cazares is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, CITT Services LLC, and Maverick Activities Center. 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 SMAs, supported by a multi-asset model portfolio approach and centralized custody and order-routing arrangements.

Garrett Fender is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and in various roles outside the financial sector, including at Brigham Young University Dining Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jamie Beck is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2012 in various roles including Investment Consultant, Senior Relationship Manager, and Relationship Manager. In their current position, Jamie partners with clients to develop and maintain comprehensive financial plans aimed at enabling clients to enjoy their lives more fully. Throughout their career at Fidelity Investments, Jamie has gained extensive experience in financial planning and investment consulting. They focus on understanding clients' needs and desires to create tailored financial plans and provide transparent guidance through the complexities of financial planning. Jamie holds a California Insurance License. Outside of their professional work, Jamie is an instrumentalist with an interest in music.

Yazan Abu Hijleh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity and Carter Mackenzie International, as well as time affiliated with Curb Records and Bybee College Prep. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction across a range of funds and model portfolios.