Alexander Stahl is a financial advisor at Merrill with the Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at PNC Bank and held various positions in the food service industry while attending the University of North Texas. 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Marcus Waller is a financial advisor with Fidelity and holds a Series 66 designation. He has five years of industry experience, including roles at Fidelity Investments and Chase Bank. His background also includes a brief period at Petco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves clients through discretionary and non-discretionary advisory services.

Danh Tran is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors prior to joining Charles Schwab in 2025. Outside of his advisory role, he owns a non-agent real estate investment property. 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 managed account services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.

Alexei Nechiporenko is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at First Watch and UPS before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Jennifer Baumann is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Breanna Burke is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at 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 combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Nicholas Davila is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 credential and previously worked at Blaies & Hightower, LLP, Hiley Subaru, and Burford & Ryburn, LLP. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers.

Ric Edgmon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Ryan is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. from 2006 to 2024. Outside of his advisory role, he is a member of Group Therapy, LLC, which operates a rental service not related to real estate. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by due diligence from its Center for Financial Research.

Kevin Corkery is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Fidelity Investments and has held roles supporting nonprofit organizations, including providing accounting services on weekends for Stonewall Group LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across various planning topics. The firm emphasizes combining planning with managed-account services while maintaining separation between the two.

Alyssa Blassingame is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Fidelity Investments and has a varied background including roles in education and retail. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu, including specialized services such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.

Rodney Nalle is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Leader One Financial Services and Loan Depo, LLC. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Laura Rodriguez is a financial advisor with LPL Financial in Fort Worth, TX. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Airlines Credit Union, Charles Schwab, and Truist, as well as experience in education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from LPL Research and third-party providers.

Eric Lee is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he partners with clients to develop, implement, and maintain financial plans tailored to their individual goals. Prior to his current position, Eric held various roles at Fidelity Investments, including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, and Financial Representative, gaining comprehensive experience in financial services over more than a decade. Eric's professional expertise encompasses financial planning and investment consulting. Outside of his work, he has interests in cooking and baking, fitness, golf, and traveling.

Jeffrey Rimer is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he facilitates the Dave Ramsey Course, Financial Peace University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Ly Nguyen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Martin Rodriguez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials. He has four years of industry experience, including prior roles at TD Ameritrade, Lumio, AmeriSave Mortgage Corporation, and KPMG. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates a formal alternative-investment onboarding process within its multi-asset model portfolio approach.

Ofodile Odifu is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Lakeshore Financials, Sparkys Consulting & Tactics LLC, Signal 88 Security, Bankers Life, and Advanced Nutrients. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses across various planning topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Sarah Zimmerman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials. She began her advisory career at Fidelity in 2024. Prior to this, she held various roles in education and community organizations, including positions at Irving ISD and Northwest ISD. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios across mutual funds, ETFs, and ETPs.

Ryan Ledet is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.