Kris Morris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Bank of America/Merrill Lynch and Charles Schwab & Co, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, offering clients tailored recommendations while retaining final decision-making authority.

Jerrod Shearer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he was with National Charitable Services for one year. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, and it is noted for its use of AI-driven methodologies and its advisory roles to multiple registered investment companies.

Cooper Brookhart is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, he held positions at Morgan Stanley, Allstate, JPMorgan Chase Bank, and several other companies. 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Scott Miller is a financial advisor at Ameriprise with 35 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he is the managing member of SM Watershed LLC and is involved with Pathsage LLC through a compensation-sharing arrangement. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Ian Yarmo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes three years at MAC Group before joining Fidelity Brokerage Services in 2018 and Fidelity Investments in 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

William Foster is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Charles Schwab Bank, Sedgwick, Nationwide, JP Morgan Chase, Optum, Discover Financial, and Huntington 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 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Judson Burns is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he employs a variety of tools and resources to effectively address clients' financial needs, focusing on building personalized strategies to help clients achieve their financial objectives. Judson emphasizes trust, communication, and transparency to maintain strong client relationships. His areas of expertise include college education planning, corporate executive services, divorce transition planning, employee benefits planning, executive compensation, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Judson holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Judson graduated with a Bachelor's Degree from Southern Methodist University and currently resides in Dallas, Texas. Outside of his professional activities, he enjoys various sports including baseball, basketball, cooking, fishing, football, golfing, hunting, ice hockey, music, and soccer.

Megan Addison is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, Total Wine & More, Republic Bank & Trust, and Legacy Business Development. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Justin Pasayan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Schwab in 2020, he worked with USAA in various financial planning and investment management roles from 2014 to 2020. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Steven Bagby is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2003. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, involvement with multiple registered investment companies, and application of AI and algorithmic tools in investment research.

Alysa Dillard is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2024, previously serving as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Prior to joining Fidelity Investments, Alysa was a Licensed Financial Representative at Charles Schwab from 2022 to 2023. Alysa focuses on building meaningful and lasting relationships with clients by understanding their priorities and providing personalized financial support. She aims to help clients feel informed and confident as they navigate various stages of their financial journey. Outside of her professional work, Alysa enjoys engaging in board games, fitness activities, exploring food, spending time with friends and attending social events, reading, and traveling.

Tyler Chumley is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aimed at achieving their life goals. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative and Investment Consultant before assuming his current position in 2023. Prior to joining Fidelity, Tyler gained experience as a Registered Representative at TD Ameritrade and began his career as an Analyst at Goldman Sachs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys attending concerts, participating in family activities, social events, and volunteering. He is also an instrumentalist and visits museums during his personal time.

Ronald Parrish is a Financial Advisor at Merrill Lynch Wealth Management. He is associated with the Campanello Wealth Management Group, where he provides financial advisory services. He holds the professional designation of Personal Investment Advisor (PIA). Ronald Parrish earned a Bachelor's Degree from Baylor University.

Nichelle Davis is a Series 66-registered financial advisor with Edward Jones in Haslet, TX, where she has worked since 2013, totaling 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Jeff Culak is a Financial Consultant at Fidelity Investments, a role he has held since 2010. He has a long tenure with Fidelity, spanning 28 years, during which he has partnered with clients to support their pursuit of financial success. Jeff's experience at Fidelity includes several positions: Relationship Officer (2005 - 2010), Client Management Representative (2004 - 2005), Retirement Investment Services Proactive Representative (2001 - 2004), and Investments Specialist (1997 - 2001). He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeff's personal interests include cars, fitness, golf, hiking, and traveling.

Luke Strain is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes eight years at Southern Glazer's Wine and Spirits and a brief role at DoorDash. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, oversight controls, and advisory roles in registered funds.

Julian Harkless is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and two years of industry experience. His recent work history is primarily with Charles Schwab Bank, Charles Schwab Premier Bank, and Charles Schwab & Co., Inc. prior to joining the firm. Charles Schwab & Co., Inc. serves a large client base that includes 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 solutions supported by centralized supervisory, custody, and order-routing systems.

Mitchell Peltier is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop comprehensive financial plans tailored to their unique financial situations, aiming to implement strategies that clients understand and feel confident in. Mitchell's experience at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles as Investment Solutions Representative I and II before attaining his current position. This progression reflects his growing expertise in investment solutions and client relationship management. No additional information regarding Mitchell's education, credentials, personal interests, or community involvement has been provided.

Nate Santiago is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual, Lowe’s, Smoothie King, Doordash, and Jump for Fun. 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 build model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI methodologies in its investment process.

Michelle Roush is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at BB&T Securities, Bank of America, and Merrill. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.