Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

Daniel Porter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. from 2008 until joining Cetera in 2022. Outside of his advisory role, he is involved with Porter, Morgan & Associates, a business he has operated since 2008. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services across multiple program structures and custodial relationships, with assets under management exceeding $256 billion.

Kelechi Anyanwu is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo before joining Schwab in 2017. Anyanwu is based in Westlake, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Sydney Sheehan is a financial advisor at Fidelity with a Series 66 credential and 10 years of industry experience. She has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides diverse investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ihsaan Kamal is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Best Buy for nine years. Fidelity’s Strategic Advisers LLC 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 to deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.

Jackson Mellina is a Series 66-licensed financial advisor at Equitable Advisors in Fort Worth, TX, with four years of industry experience. His prior roles include positions at Charis Resources and Mellina Animal Hospital. Equitable Advisors serves a diverse client base, including individual, institutional, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party and proprietary investment models and provides ERISA fiduciary services through a network of Investment Adviser Representatives.

Mitchell Thunell is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at firms including Robinhood Financial, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kristin Hartwell is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services, LPL Financial, and Ameriprise. Hartwell was also involved with the Tarrant County Democratic Party in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Matthew Dowler is a financial advisor at Charles Schwab with Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked at Fidelity Investments for four years. Outside of his advisory role, he coaches wrestling at a private club, involving travel for national and local tournaments. Charles Schwab serves 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Hannah Favara is a financial advisor at Charles Schwab & Co., Inc. with one year of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab, she worked in retail and education roles, including managing 7 Brew Coffee. 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 management supported by multi-asset model portfolios and centralized operational infrastructure.

Samuel Gruhl is a CFA® charterholder and registered investment advisor associated with Cetera in North Richland Hills, TX, with four years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Natasha Nagwekar is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services.

Brandon Dwyer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked in various roles including at United Parcel Service and First State Bank. Outside of his advisory role, he manages operations for Red Lion Enterprises, LLC, overseeing property maintenance, animal care, livestock transactions, and tax filing. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Phelps is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Watts is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education for eight years with Arlington ISD and Monahans Wickett Pyote ISD. 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 supported by a nationwide network of financial advisors and branch offices.

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Mahle is a financial advisor with LPL Financial in Arlington, TX, holding Series 63, 65, and 66 designations and 26 years of industry experience. His prior roles include work with Joda Realty Group, Waddell & Reed, and Edward Jones. He has also been associated with Sanjeev Kumar since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Michael Vallee is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Childress is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2020, following seven years at USAA Financial Planning Services and associated entities. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.