Christina Cloud is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked with Charles Schwab since 2018 and previously held positions at First Command Financial Planning and Northwest ISD V.R. Eaton High School. Outside of her advisory role, she assists with bookkeeping and website design for her spouse’s metal fabrication business. 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 and discretionary investment options, leveraging multi-asset model portfolios and centralized operational structures.

Austin Seelye is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work history includes roles at Robinhood Financial, LLC, Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He also has experience outside finance with Velvet Hammer Security. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, and custody services. The firm’s integrated model includes both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and alternative investment options.

Juan Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and five years of industry experience. His prior work includes roles at TD Ameritrade, Wells Fargo, Amazon, TTI Inc., and Walmart. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Charlotte Birk is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brooke Bradley is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to this role, she worked with Edward Jones Investments from 2011 to 2016. Brooke is active in her community as a Finance Committee Member for Trietsch United Methodist Church in Flower Mound, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Cierra Stewart is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her background includes roles at Walmart, Baylor University, and First Convenience Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Tanya Muldrow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She worked at TD Waterhouse Investor Services Inc. for 16 years before joining Charles Schwab in 2022. 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 non-discretionary advisory relationships with access to affiliated discretionary SMA options and uses multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Gregory Cella is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and Charles Schwab Bank, SSB since 2012. Outside of his advisory role, he owns a food and beverage production business focused on baking and selling bread, and he is also engaged in freelance photography. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by comprehensive research and centralized operational infrastructure.

Justin Brashears is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, offering a range of advisory, brokerage, and investment management capabilities.

Trey'von Webster is a financial advisor at Fidelity with Series 63 and 66 licenses and five years of industry experience. His prior work includes roles at NBCUniversal and as a lead musician at River of Life Christian Ministries, where he continues to serve in an unpaid capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and advanced technologies in portfolio management.

Carolyn Williams is a CFP® professional with 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. In addition to her advisory role, she serves as a board member of a nonprofit organization in Carrollton, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a range of portfolio management and model-based solutions.

Lee Hosler Jr. is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2000. Outside of his financial career, he was involved with Spunky Huester Designs from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and undertakes advisory roles to multiple registered investment companies.

Karlee Hale is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at TIAA and TIAA Bank. Outside of finance, she has been involved with Sister STEM Co., a separate business venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Richard Mays is a CFP® professional with 19 years of industry experience, currently advising at Charles Schwab in Westlake, TX. He has been with Charles Schwab and its affiliated entities since 2010, including roles at Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base, mainly 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 separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jason Adamcik is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Truist Advisory Services and BB&T in various advisory roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third parties.

Michael Ure is a financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked at The Beck Group and Bomel Construction. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics, without portfolio management or implementation services.

Jarrod Lux is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative methods, including algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Lautaro Millaman Teruel is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously employed by NuWater SAPI de CV from 2014 to 2020. Outside of his advisory role, he works as a rideshare driver and as a package delivery driver through Amazon Flex. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Claudia Kindred is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates with clients and the wealth management team to develop comprehensive financial plans aimed at helping clients achieve their financial goals. Prior to her current position, Claudia served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2026. She holds an Arkansas Insurance License, enabling her to provide expertise in insurance-related financial planning. Beyond her professional endeavors, Claudia's personal interests include beach activities, fitness, parenthood, and traveling.

Arturo Herrera III is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for eleven years at Methodist Health System. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies and maintains a large national network of financial advisors and branch offices.