Kayla Williams is a financial advisor with J.P. Morgan Securities in Flower Mound, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank dating back to 2009. Outside of her advisory role, she uses essential oils and supplements from Young Living Essential Oils for personal health purposes. 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 operations with broker-dealer, investment adviser, and commodity futures functions.

Reagan Weatherby is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Reagan has worked at Equitable Advisors and multiple Fidelity entities during their career. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various endorsed TAMPs, providing both discretionary and non-discretionary asset management solutions.

Ken Harris is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building client relationships to develop tailored retirement plans by understanding individual goals, concerns, and motivations. He aims to help clients feel confident in their retirement strategies. Ken has progressed through multiple positions at Fidelity Investments, including Investment Solutions Representative II and I, as well as a role focused on high-net-worth clients. Prior to Fidelity, he gained experience as a Customer Service Representative at Schwab Investments. His professional experience centers on investment solutions and customer relationship management within the financial services industry.

Ignacio Ruiz is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he is a rental property owner. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Brandon Garza is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His work history includes roles at Fidelity Investments and First Bank Kansas, as well as academic and service positions at Bethany College. Fidelity’s Strategic Advisers LLC, where Brandon works, provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, supporting a range of registered investment companies and intermediary platforms.

Damian Zuniga is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Avantax Advisory Services, Apex Clearing Corporation, Compass Bank, and New York Life Insurance Co. 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 offers both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Amanda Willingham is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in insurance agencies and media, as well as involvement with the Apartment Association of Southern Colorado. Fidelity, through its Strategic Advisers LLC division, offers 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 and deliver model portfolios.

Jason Maclin is a financial advisor with LPL Financial in Roanoke, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2024, he spent over 15 years with Fidelity in various capacities. Outside of his advisory work, he is employed as a driver for Pacific Rail Services and participates in other part-time employment unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research and technology tools.

Eric Gregoire is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to understand their overall financial goals and needs, collaborating to develop plans that address both short-term and long-term savings objectives. Eric focuses on fostering strong client relationships and aims to provide valuable experiences through comprehensive financial planning. Eric has progressively advanced within Fidelity Investments, beginning his career there as a Customer Relationship Advocate in 2022. He was promoted to Investment Solutions Representative in 2023, then to Investment Solutions Representative II in 2024, before reaching his current role. This progression reflects his growing expertise in investment solutions and client engagement within the company.

Douglas King is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also has ongoing associations with Cambridge Investment Research, Inc. and Stocker Woods Financial. King has held a position at the University of North Texas since 2009. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Ho Lee is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years before joining Financial Engines Advisors L.L.C. in 2020. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of account types.

Matthew Brown is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He has held prior roles at Sam Houston State University and has worked in various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a process that integrates fundamental research with quantitative analysis and utilizes algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Martin Britton is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 19 years of industry experience. He has worked at Charles Schwab since 2010 and Charles Schwab Bank since 2014. Outside of his advisory role, he owns and rents residential properties in Texas and Arizona. Charles Schwab 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 advisory models and discretionary separately managed accounts, supported by centralized custody and extensive operational infrastructure.

Jane Weekley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with Aspect Wealth Management since 2003 and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, with assets under management exceeding $256 billion.

William Duhon is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Axa Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, delegated sub-advisers, and integration of AI and algorithmic tools in its investment process.

Brandon Nguyen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he was affiliated with the University of Texas at Arlington and had business involvement with Mr Wok. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of model portfolios and AI-driven methodologies.

Lucy Benschoter is a Planning Consultant at Fidelity Investments, where she works to empower individuals and families to take control of their financial futures. She serves as a trusted advisor, helping clients define and pursue their goals through personalized strategies that align with their values and life aspirations. Lucy has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Workplace Planning Associate. Her experience at the firm has provided her with a broad understanding of financial planning and client relationship management. She holds an Arkansas Insurance License. Outside of her professional work, Lucy enjoys cooking and baking, exploring food, running, and traveling.

Trevor Harrell is a CFP® professional at Charles Schwab with four years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles in client service and retail. Harrell is based in Westlake, TX. Charles Schwab 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Michael Rollins is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1998, including Fidelity Brokerage Services, Inc. and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and has a formal advisory role with multiple registered investment companies and fund-of-funds.

Tate Roueche is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has a history of roles within Fidelity, including Investment Consultant, Team Leader in both Workplace Planning and Advice as well as Client Services, Help Desk in Client Services, and High Net Worth Associate, spanning from 2017 through 2022. Tate assists clients in creating comprehensive financial plans focused on achieving their personal financial goals. In his role, Tate emphasizes starting with clients' objectives and collaboratively developing strategies aimed at realizing those goals. His experience encompasses various aspects of financial consulting and client service within the investment management industry. Outside of his professional work, Tate has interests in boating, attending concerts, fitness, golf, spending time at the lake, and traveling.