Michael Fiesel is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Avantax and Ameriprise Financial Services. Outside of his advisory role, he has held a position as a service associate at Kohl’s. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across diverse program structures.

Ryan Finglass is a financial advisor with Raymond James & Associates in Coppell, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at Bank of America and has a background that includes time spent at Texas A&M University and Coppell High School. He is also involved with Cheerleader Lady, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting through various programs, leveraging a broad range of portfolio management styles and affiliated research, with notable municipal advisory services and an extensive affiliate ecosystem.

Jordan Greer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at TD Ameritrade and has been involved with his own firm, Greer & Company, since 2021. Outside of financial advising, he has held roles in technology and e-commerce, including working with Amazon FBA and Uber. 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 support alongside access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational capabilities.

Toby Pickett is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has been with Fidelity since 2001. Outside of his advisory role, he also works as a package sorter for Amazon in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC 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 fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Jonathan Stewart is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Stewart serves on the boards of Uncommon Church, Inc. and Rescue Her, Inc., a nonprofit supporting survivors of human trafficking. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

Kelsey Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL in 2021, Lindsey worked at Cetera and Foresters Financial Services. Outside of financial advising, Lindsey is the owner and entertainer for Fort Worth Princess Parties. 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 investment adviser representatives. The firm offers diversified advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Johnnie Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he is an independent consultant for Scout and Cellar, a wine ordering service, and serves as co-trustee of his mother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Judith Sherman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She previously worked at Nexus Advisors for nine years and has been with MassMutual and its affiliated entities since 2004. Outside of her advisory role, she owns Cornerstone Wealth Strategies, a small business consulting and coaching firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars through a structured annual planning process that emphasizes collaboration and use of firm-approved analytics.

Lisa Thorn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Horn Solutions, Inc., Ayco, TD Ameritrade, and Edward Jones. 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 to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Janecek is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Avantax Advisory Services, 1st Global Advisors, and Roloff, Hnatek & Co. He is also a partner at Paul B. Holm & Co., PLLC, a CPA and accounting firm where he oversees operations and completes tax and audit work. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors and operates a multi-manager platform with various program structures and discretionary authorities.

Barbara Gelinas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she worked for over two decades at Luxottica of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it operates with oversight controls and sub-adviser delegation to manage conflicts of interest.

Mitchell Evans is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including work at Camp Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Scott Avery is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Abilene. He advises high net worth families and their legal and tax advisors in areas including investment and spending policies, traditional and alternative asset allocation, investment manager selection, liability management, and wealth transfer strategies. Scott's expertise encompasses taxable and tax-deferred portfolios, charitable remainder trusts, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, services for endowments, foundations, and non-profits, women and wealth, sports and entertainment, tax minimization, and retirement income. Scott holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He maintains FINRA registrations Series 7 and 66, and earned his certifications through the Investments & Wealth Institute, with CIMA training conducted in conjunction with The Wharton School of Business. He also holds a bachelor's degree from Texas Tech University System. Outside of his professional career, Scott enjoys fishing, football, hunting, soccer, and spending time with his family. He has been married to his wife Kristin for more than twenty years, and together they have three children.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at TD Ameritrade, Inc. for 13 years before joining Charles Schwab in 2022. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Roberto Quintanilla is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work history includes roles at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of his advisory work, he is co-owner of Vape Vending USA LLC, a retail vending business. 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 affiliated discretionary portfolios and provides centralized supervisory, custody, and order-routing services.

Chris Nietenhoefer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized financial strategies aimed at achieving their long-term goals. Chris's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Texas and completed accredited certificate programs at Texas Christian University, Yale University, and the University of California System. Outside of his professional work, Chris volunteers in the Southlake Carroll Independent School District and enjoys traveling, spending time with his family, reading, playing guitar, and caring for migratory birds. He also holds a brown belt in Brazilian Jiu Jitsu.

Kaitlyn Peveto is a financial advisor at Fidelity Investments with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at CRAFThouse/Blind Salamander and Favor, as well as a background in education and community involvement through Justice for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

Walter Stucker is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2017. Outside of his advisory role, Stucker works as a patient care technician at St. Luke’s Hospital in St. Louis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.