Winston Malone is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and previously was with Mass Mutual Investor Services from 2010 to 2013. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and a multi-billion dollar asset base.

Patrick Warnock is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles across multiple companies, including DoorDash and several food service and environmental firms. He also has experience working in event and catering services and has been affiliated with the University of North Carolina Wilmington. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

William Mc Gee is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc., and spent one year at the University of Oklahoma. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. Schwab provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Warren is a Series 66-registered financial advisor with Fidelity Investments, based in Westlake, TX. He joined Fidelity in 2025 and has prior experience at Bell Textron, Textron Inc, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Laurence Elmore is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2021. 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, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and centralized operational infrastructure.

Kimberly Pruitt is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at NFP Retirement, NFP Advisor Services, LLC, and Financial Telesis Inc. She is also the owner of KD Luxe Ventures, LLC, a business outside the investment industry. Raymond James & Associates is a large 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 non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Russell Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth and portfolio management. He began his career in 1994 and returned to Merrill Lynch in 2007. Russell focuses on developing strategies and providing advice for high-net-worth individuals, their families, and businesses to help them meet both short- and long-term financial goals. His consultative approach emphasizes understanding each client's unique situation and family dynamics to create comprehensive reviews and tailored recommendations across investments, retirement planning, estate services, and philanthropy. As a qualified Portfolio Manager, Russell manages personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. He often manages these strategies on a discretionary basis through the firm’s Investment Advisory Program. Russell holds a Bachelor of Business Administration in finance from Texas Tech University and the Certified Private Wealth Advisor (CPWA®) designation, as well as the Personal Investment Advisor (PIA) credential. Russell is active in his community, serving on the board of directors and mentoring for The WARM Place, a grief support center for children and young adults. He is also involved with the Aledo Community Lions Club. Russell lives in Aledo with his wife, Caroline, and their three children. His personal interests include basketball, fishing, and golfing.

Christopher Dykstra is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with Heritage Capital Corp. and the Alliance Umpires Association. Outside of finance, he umpires high school and college baseball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Francisco Macias is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation. He has one year of experience in the industry and previously worked in hospitality and home improvement sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Santiago Apodaca III is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. He has a background that includes roles at TDRS LLC and Waddell & Reed, Inc., with extensive experience in insurance sales and investment consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of portfolio management options and employs advanced operational tools while maintaining oversight of substantial discretionary assets through a large network of advisors.

Jonathan Schooley is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including TD Waterhouse Investor Services, Ameritrade, Ally Invest Securities, Polaris Wealth Advisory Group, and RWA Wealth Partners. Schooley is currently based in Westlake, Texas. 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 a combination of non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and thorough due diligence processes.

Garret Geist is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera and American Airlines Federal Credit Union. Geist is also associated with Flagship Financial Group, a DBA for his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Pittman is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and approximately two years of industry experience. Prior to his current role, he was employed at Edward Jones starting in 2022 and has previous work experience in the retail and service industries, including at In N Out Burger, where he was trained in all aspects of restaurant operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, incorporating both discretionary and non-discretionary solutions, with additional affiliated services such as mutual funds, trust services, and securities-based lending.

Joel Morgan is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Morgan is a 25% owner of Park Hill Financial Services, through which he operates as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Andrea Gerbrand is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of her advisory role, Gerbrand assists with a family-owned trucking company and contributes to a wedding planning business operated by a relative, in addition to being involved in an e-commerce fulfillment venture via Amazon. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Schuyler Marin is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® and CFA® designations and has been with Charles Schwab and its affiliated entities since 2014. He also has an ongoing association with Arizona State University since 2005. 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 a mix of non-discretionary and discretionary investment solutions, combining centralized custody and operational structures with multi-asset model portfolios and access to alternative investments.

Scott Hennigan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at John Wiley and Sons and Fidelity Brokerage Services LLC. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with a noted emphasis on systematic methodologies and oversight of sub-advisers.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Jonathan R. Belter is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His career includes roles across various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes management of multi-manager and fund-of-funds structures, as well as the use of systematic methodologies and long-term asset allocation benchmarks.