Antonio Romero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held roles at Icon Logistics, Austin FC, Stonecrest Partners, and Consultame LLC. He also has experience working at Texas Tech University and Westlake High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Sepe is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Extended Travel, Tribe Transportation, and KLLM Transport Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often involve multi-manager and fund-of-funds structures.

Luke Zaskoda is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in real estate as a licensed realtor representing buyers and sellers in residential transactions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement with registered investment companies, use of systematic methodologies, and formal advisory role in model portfolio delivery.

Amy Benoit is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at Charles Schwab, TD Ameritrade, Fidelity Investments, and Amazon. She was also self-employed with USA Travels for three years. 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 a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Williams is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Enterprise Holdings. 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 a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Parker Smith is a Financial Consultant at Fidelity Investments, where they have been working since 2026. Parker collaborates with clients to provide comprehensive planning aimed at achieving financial independence through personalized wealth and retirement strategies. Parker has extensive experience within Fidelity Investments, having held various roles since 2016. These positions include Investment Management Consultant III, II, and I, Investment Solutions Representative, and Financial Representative. This progression highlights Parker's experience in investment management and client service within the financial sector. Outside of their professional work, Parker's personal interests include camping, family activities, golf, pets, and snowboarding.

Heather Borges is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Fidelity, she worked in hospitality and restaurant management roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios offered to intermediary platforms.

Erica Reidel is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at McDowell Label. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios and advisory work for registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Leonard Segal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020, following six years at Raymond James & Associates. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Abuhena Hares is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019, including a prior role at Swarthmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Marisa Brazeel is a financial advisor at Morgan Stanley with six years of industry experience and holds a Series 66 designation. She previously worked at Merrill from 2019 to 2024 and has experience with Aerotek-TD Ameritrade and Oklahoma State University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services without making individual security recommendations as part of standalone plans.

Justin Lemish is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering comprehensive wealth management strategies tailored to clients' financial goals. He has been a Financial Professional since 2013, leveraging the investment insights of Merrill Lynch and banking resources of Bank of America to address various aspects of clients' financial situations. Justin works closely with clients to develop personalized financial plans aimed at achieving long-term financial security. Justin specializes in services for defined benefit and defined contribution plans, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He also assists small and medium businesses with employee benefits by providing access to the firm's fiduciary advisory services. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Justin graduated Magna Cum Laude from Tarleton State University with a Bachelor's Degree in Finance. He is a member of the Champions Rotary Club of Justin, Texas, the Sigma Chi Fraternity, and the Tarleton State University Alumni Association. He and his wife, Dr. Alex, live in Justin, Texas, with their two sons and four pets. Justin enjoys sporting events, traveling, meeting new people, dining out, and is an avid fan of the Dallas Cowboys and Texas Rangers.

Olivia Daley is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her prior work includes roles at Peloton, Chipotle, DoorDash, Buffalo Wild Wings, Victoria's Secret, Target, and Panera Bread. Strategic Advisers LLC, a Fidelity Investments company where she is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it offers model portfolios through intermediary platforms.

Brandon Schifferdecker is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. 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 mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large-scale, integrated operational platform.

Trevor Lucky is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Liberty Tax Service, as well as studies at the University of Texas at Austin. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

Robert Towns is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is the CEO of The Towns Group, an advertising and marketing business operating remotely. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios and managing funds with oversight and systematic methodologies.

Jonathan Cummings is a financial advisor with LPL Financial in Hurst, Texas, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at InvestaCorp, Securities America Advisors, Equitable Advisors, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Cea Oliva is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes roles at Liberty Mutual and various other positions before joining Schwab in 2024. 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 using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Alexander Tower is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes over a decade at Secure Net Lease (formerly Trivanta, eXp Realty) and a year with Bluffview Properties LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, overseeing sub-advisers and employing systematic methodologies and long-term asset allocation benchmarks.

Daniel Mehari is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America and Shawmut Services, along with various positions outside the financial industry. Merrill, together 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, high-net-worth clients, and institutional entities.