Jeanmarc Chemla is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, he is involved in independent insurance brokering, focusing on disability income through Guardian Life. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Decoursey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, TD Ameritrade, Truist Financial Corp., and Horizon Bank. Charles Schwab & Co., Inc. serves a large client base of 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 separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Taahir Shaikh is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked at Fidelity as an Investment Management Consultant from 2021 to 2023 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity, he was a Personal Banker at J.P. Morgan Chase & Co from 2017 to 2019. In his current role, Taahir focuses on understanding clients' unique financial priorities and life experiences to provide tailored financial guidance. He collaborates with clients to develop personalized plans and discusses Fidelity's strategies to help them achieve their financial goals. He holds insurance licenses in Arkansas and California and is proficient in Arabic, Hindi, Spanish, and Urdu. Outside of his professional work, Taahir enjoys biking, board games, hiking, photography, traveling, and exploring food.

Kimberly Rodriguez is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2020. Prior to that, she was employed at Endeavor Southlake OpCo LLC and R&T Roth Corporation LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Michael Bow is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His experience spans providing financial consulting services and retirement solutions, with a focus on assisting high net worth clients in making and executing important financial decisions. He holds insurance licenses in Arkansas and California. Outside of his professional role, Michael enjoys family activities, fishing, outdoor adventures, and traveling.

Heather Smith is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at TD Ameritrade Investment Management and TD Ameritrade from 2010 to 2022. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offering a centralized operational structure.

Bikram Singh is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, Bank of America, and Merrill. He also has a role in financial oversight for MUUDE, LLC, an apparel and accessories business he owns. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from its Investment Institute with third-party analytics to support diversified investment strategies across brokerage and advisory solutions.

Joana Wright is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Wells Fargo Bank, J.P. Morgan Securities, LPL Financial, and Pegasus Bank. Outside of her advisory work, she is involved as a caregiver for autism patients through Agape Health Care. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

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 four years of industry experience and holds a Series 66 designation. His background includes roles at Fidelity Investments, First Bank Kansas, and Bethany College. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement in commodity pool operations, advisory roles to registered investment companies, and use of AI-driven research methods.

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.

Kenneth Davis is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Shannon Reid is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Wells Fargo Bank since 2012 and joined Wells Fargo Clearing in 2018. Outside of her advisory role, she holds a 25% ownership interest in a farmland rental property in Crosbyton, TX. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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.