Trevor Pennington is a financial advisor at Raymond James & Associates with a Series 66 designation. He has been with Raymond James since 2025 and previously worked in the hospitality industry, including five years at Brinker International (Chilis). 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 broad client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Aylor Wilson is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Wilson worked in education with Coppell ISD for six years and had roles at Education Advanced, Inc. and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program offering wrap fee advisory, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and maintains a distinctive operational footprint with centralized supervision and alternative investment offerings.

Jacob Curtis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience with Goosehead Insurance and various roles linked to the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Judge is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Charles Schwab since 2015 and with Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, and custody services for a large and diverse client base.

Matthew Valero is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Merrill and Charles Schwab, as well as positions in education at the University of Texas at Arlington and Tarrant County College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

Tasha Ji is a Planning Consultant at Fidelity Investments, where she assists clients in making important financial decisions through personalized planning and guidance tailored to their unique goals. She has been in this role since 2026. Prior to this, Tasha served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate at the same firm from 2024 to 2025. Before joining Fidelity, she worked as an Account Manager at State Farm Insurance from 2021 to 2024. Tasha holds insurance licenses for both Arkansas and California. Outside of her professional work, she enjoys beach activities, spending time with family, fitness, culinary experiences, and social events with friends.

Denise Miller is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Citibank and EECU. She is based in Westlake, TX. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and due diligence.

Kolton Shedden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., as well as prior employment at University of North Texas, Tour 18 Golf Club, and Eddie Bauer. Charles Schwab & Co., Inc. serves a large client base 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 and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

John Dierker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he served in the United States Coast Guard for nine years and worked at Velox Operations LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Ricardo Medina is a CFP®-certified financial advisor with J.P. Morgan Securities in Fort Worth, TX, where he has worked for 14 years. He has 20 years of industry experience. Outside of his advisory role, he owns and manages The Golden Antler Lodge, a short-term rental property in Oklahoma. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines large institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Darrell Griffin is a Series 66-credentialed financial advisor with Edward Jones, based in North Richland Hills, TX. He has 12 years of industry experience, all spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Dolores Garza is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at TD Ameritrade, Southside Bank, Raymond James Financial Services, Edward Jones, Flowco Production, and Blackburn Group. Outside of finance, she produces jams and salsa as a small-scale food and beverage entrepreneur. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 a broad range of integrated brokerage, custody, and advisory services.

Jackson Maupin is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Schwab, he worked at Fontana Financial Planning and spent several years in full-time education, including positions at Kansas Wesleyan University. 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 advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Hannah Payne is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Hannah is located in Westlake, TX. 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 manage discretionary and non-discretionary portfolios, with a notable use of AI and systematic methodologies in its investment process.

Heath Parkman is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities since 2016. Outside of his advisory role, he owns and operates a custom farming and shredding business in Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with registered investment companies and model portfolio delivery.

Rachael Boucher is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at IBM for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Marcus Bowie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Raymond James Financial Services Advisors and Fidelity Investments Strategic Advisers LLC. He has also worked at New York Life and Primerica earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Adrian Rodriguez is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios using a blend of proprietary fundamental research and quantitative analysis.

Marco Uranga is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2020 to 2022. Charles Schwab 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Reta Savage is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at TD Ameritrade and AHI Supply. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, combined with both non-discretionary and discretionary advisory options.