Kris Morris is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch, Charles Schwab & Co, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held roles in logistics and retail. 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. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jerrod Shearer is a financial advisor with Fidelity in Southlake, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include work at National Charitable Services and various divisions within Fidelity. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 work includes roles at Nationwide, JP Morgan Chase, Optum, Discover Financial, Huntington Bank, and Sedgwick. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and Schwab’s centralized operational infrastructure.

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 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2003. Strategic Advisers LLC, a Fidelity Investments company where Bagby works, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a combination of proprietary fundamental research and quantitative methods to construct model portfolios and serves multiple registered investment companies and fund-of-funds.

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 holds the professional designation of Personal Investment Advisor (PIA). Ronald earned his Bachelor's Degree from Baylor University. His role focuses on providing financial advisory services to clients within the Merrill Lynch Wealth Management framework.

Nichelle Davis is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2013, bringing 12 years of industry experience. She is based in Haslet, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Arturo Rocha is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with multiple Raymond James entities since 2015 and has longstanding ties to Southside Bank and its affiliated investment services. Rocha provides financial planning and wealth management through Southside Investment Services and Southside Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network alongside specialized municipal and retirement plan advisory programs.

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.

James Wheaton Jr. is a Series 66 credentialed advisor with Fidelity, based in Westlake, TX, and has 18 years of industry experience. He has worked in various roles at Fidelity since 2013, including Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios that include mutual funds, ETFs, and ETPs, and is noted for its use of AI-driven methods and its role as an advisor to multiple registered investment companies.

Laurie Pertile is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Charles Schwab & Co., Inc. in Westlake, TX, where she has worked since 2019, including prior roles with TD Ameritrade, CFG Advisors LLC, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.