Kobi Dobbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Dobbins worked at Bank of America/Merrill Lynch from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Marcela Becerra is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. She has over two decades of experience with Wells Fargo affiliates. 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.

Erin Champlin is a CFP®-certified financial advisor with Raymond James Financial in Irving, TX, bringing four years of industry experience. Her prior roles include positions at Chessman Wealth Strategies, First Bank of Manhattan, and the Ron Blue Institute. Outside of advising, she is affiliated with Cadent Capital LLC as a Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consults using analytical tools and risk profiling, supporting clients through advisory programs and maintaining specialized services such as municipal and public finance advisory.

Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. 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 investment approach supported by centralized custody and operational infrastructure.

Elizabeth O Loughlin is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. Her background includes roles at Fidelity Investments and several companies in the hospitality sector. 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, offering multi-asset model portfolios and formal alternative investment processes.

Britton Schiavone is an Investment Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Britton held positions as a Central Relationship Manager from 2024 to 2025 and as a Customer Relationship Advocate from 2023 to 2024 within the same company. In their current role, Britton collaborates with clients through a disciplined and thoughtful process to create personalized financial plans that reflect unique goals, values, and circumstances. They focus on turning financial complexity into clarity and promoting strong financial habits to empower individuals and families to pursue their goals with intention and purpose. Outside of work, Britton enjoys fitness, exploring food, playing golf, outdoor adventures, and traveling.

Vu Chung is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021, following a 15-year tenure at Prosek Partners. Based in Fort Worth, TX, Chung has focused his career on providing financial advisory services within institutional and individual client segments. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Gene Serrell is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Serrell is based in North Richland Hills, Texas. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Carlos Arteaga Espinoza is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2024, with prior experience at Bank of America. 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 investment strategies for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ramy Rabi is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he held various roles across multiple sectors, including positions at StorageDefender and the University of Texas at Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory capacities for multiple registered investment companies and fund-of-funds.

Thomas Hermann is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Fidelity Investments, First Command Financial, Kestra Investment Services, and self-employment. He has been involved with several entrepreneurial ventures, including Attractively Different, LLC and Valiant Trader, LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Ryan Petty is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Gartner, Mr. Cooper, Walgreens, and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, 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 is noted for its roles with registered investment companies, use of AI in research, and formal advisory services to a range of financial products.

Christina Faulkner is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various Schwab entities since 2010, including Charles Schwab Bank and SCHW Private Client Investment Advisory. 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 separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeromy Shepherd is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Westlake, TX, and has held previous roles at Fisher Investments, First Command Financial Planning, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment guidance with access to alternative investments and centralized operational support.

Keegan Murphy is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His background includes service in the United States Army and roles in various retail and service organizations prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, its service as a commodity pool operator, and its advisory roles to multiple registered investment companies.

Edsall Hilty Jr. is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2008. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Vincent Avalos is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his career in finance, he spent five years at AEI Electric. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Stephen Namy is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, including prior experience at Investment Professionals Inc. Outside of advising, he is involved in family oil drilling businesses and commercial real estate activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering automated yet customizable retirement income advice.

Gregory Hill Balandran is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at TD Ameritrade and Ryder Logistics. Outside of his advisory role, he operates Greg Balandran Notary Services. 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 centralized custody and operational resources.