Ryan Johnson is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Phillip Jacobson is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with unique features such as registration as a commodity pool operator and the use of AI in research.

Matthew Hull is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner at St Lawrence Grill Works, where he coordinates outsourced manufacturing and distribution and creates newsletter content. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michaela Austin is a Wealth Management Planning Consultant at Fidelity Investments, where she works on the Private Wealth Management Team to service high net worth clients with complex needs. She focuses on relationship building and utilizes an extensive product offering to assist families in navigating multi-generational planning by identifying and implementing strategies tailored to their unique situations. Her professional experience at Fidelity Investments includes roles such as Wealth Management Planning Consultant since 2026, Wealth Management Service Help Desk from 2025 to 2026, Central Relationship Manager from 2023 to 2025, Client Services Help Desk from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Outside of her professional work, Michaela has interests in instrumental music, reading, and writing.

Lauren Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2016. She focuses on developing strong relationships with clients and assisting them through various life transitions. Lauren works as part of a multigenerational family team, prioritizing the care of clients and their families by creating customized financial strategies that address their unique circumstances, goals, and objectives. Lauren's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree in Business Administration from Chapman University and a Master's degree in Family Dynamics with a focus on widowhood from Oklahoma State University System. Lauren's professional designations include Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In addition to her professional work, Lauren is passionate about helping women in crisis and volunteers with organizations such as The Gatehouse and Women's Philanthropy Institute. She is a member of Alpha Gamma Delta. Outside of work, she enjoys spending time with her family, traveling, reading, hiking, and practicing yoga.

Sherin Mansour is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Woodforest National Bank. Mansour is based in Westlake, TX. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Danielle Cofield is a Branch Leader at Fidelity Investments, a position she has held since 2026. In her role, she focuses on developing talent and building a culture of accountability and continuous growth by setting clear expectations and providing direct coaching. Prior to her current role, Danielle held several leadership positions within Fidelity Investments, including Team Leader roles in Workplace Planning and Advice from 2023 to 2026, Client Services from 2020 to 2022, and Onboarding Leader in Client Services from 2022 to 2023. Through these roles, she has supported associates in expanding their capabilities and emphasized consistent achievement to create lasting value for clients. Outside of her professional work, Danielle's personal interests include cooking and baking, fitness, reading, singing, and playing tennis.

Roxann Darani is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, including her current role at Fidelity Investments. Prior to joining Fidelity, she worked as an independent contractor for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered funds and use of AI-driven research.

Mark Caputo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns Sage Natural Resources, LLC, a gas drilling lease company, and serves as a committee member for the City of Lewisville, TX 2035 Public Arts Planning Steering Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Darryl Lipinski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at UBS Financial Services before joining Charles Schwab in 2019. He also serves as a FINRA arbitrator, taking part in cases every few years after vetting for conflicts of interest. 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 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 process.

Jonathan Newman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2017. In his role, he collaborates with clients to review their financial goals, develop plans, and implement strategies aimed at wealth growth, protection, and enjoyment. Prior to his current position, Jonathan held roles including Relationship Manager and Investment Solutions Representative at Fidelity Investments. His earlier experience includes positions as an Associate at Chalk, Cullum & Associates and John Hancock Financial Network. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include the beach, fitness, exploring food, outdoor adventures, parenthood, and skiing.

Brian Stern is a financial advisor with Cetera in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Cetera and related entities since 2017 and is the owner of multiple financial services businesses, including Farpointe Wealth Partners, LLC and Highpoint Financial Group, LLC. Stern also has involvement with a tax and accounting firm, Steven L. Wilson & Associates, in a management and strategy capacity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, retirement services, and various program structures.

Justin Dummer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. In his current position, Justin is committed to understanding clients as individuals and assisting them in working toward their financial success and confidence in their future. Justin holds insurance licenses in Arkansas and California, which support his work in financial planning and advising. His experience at Fidelity spans various client service and relationship management roles, providing him with a broad perspective on financial planning and client needs.

Alexandra Miranda is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at Fisher Investments and various other roles in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

John Minco is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios incorporating mutual funds, ETFs, and ETPs.

Joshua Campos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2023, he worked at The Lunch Box from 2018 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios using a systematic approach.

Samuel Dansby is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Services Company, USAA Life Insurance Company, 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 provides a combination of non-discretionary and discretionary investment management with an integrated operational structure.

Britton Keller is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Heritage Foods and TYL Inc, and has a background in education. Outside of his advisory role, he coaches football kicking lessons. 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 applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Madison Brunis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she held roles at The Skolkovo Institute of Science and Technology and BYU Independent Study. Outside of her advisory work, she is the managing member of Luxani Goods LLC, an e-commerce business involved in buying and selling products online. 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 manage model portfolios across various fund structures.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. 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 options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.