Chase Mcpherson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has served in the Texas Army National Guard since 2013. His tenure at Fidelity includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC 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 management of fund-of-funds structures, use of AI and systematic methodologies, and regulatory registrations uncommon among large institutional peers.

Bruce Mayberry II is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Charles Schwab, Bank of America, and Merrill. Outside of finance, he is an additional bank signer for Bella Roofing and Construction in Arlington, Texas. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

David Bujacich is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, J.P. Morgan Securities, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Blake Johnson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Oryx Oilfield Holdings, LLC. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Isaac Stevens Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 50 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 42 years before joining Raymond James in 2018. He is a part-owner of an independent printing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Stephanie Cate is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked at American Airlines and UPS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Burda is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include seven years at TD Ameritrade and various positions outside finance such as work with Nobel Learning/Merryhill Preschool and the Keller Independent School District. She is also involved in promoting health and wellness supplements through a separate business activity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with a combination of wrap fee programs, managed accounts, and financial planning services. The firm offers both non-discretionary and discretionary investment solutions through multi-asset model portfolios and maintains a large integrated operational structure supporting extensive client coverage.

Jamal Blanton is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. He has worked with multiple affiliated entities of Cetera since 2024 and previously spent 12 years at 1st Global Capital Corp and four years with Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to both affiliated and third-party managers across various program structures.

Christy Davis is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management solutions through a multi-manager platform, combining affiliated model portfolios, third-party managers, and custom strategies.

Christopher Meadows is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He began his career at Fidelity in 2001, progressing through positions including Service and Trading Representative, Premium Service and Trading Representative, and Financial Consultant. His extensive tenure at the firm spans over two decades, during which he has focused on building trusted relationships with clients. He emphasizes understanding each client's goals, values, and concerns through attentive listening, enabling him to provide personalized financial guidance. Christopher adheres to the ethical and professional standards established by the CFP® Board. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Christopher engages in family activities, fitness, and football.

Nina Nga Vu is a financial advisor with Charles Schwab who holds a Series 66 designation and has 23 years of industry experience. She has worked at Charles Schwab and its related entities since 2008, including her current role at Charles Schwab Bank SSB since 2022. Located in Westlake, TX, Vu has a longstanding career within the Schwab organization. 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 guidance, utilizing multi-asset model portfolios and centralized operational support across a large client base.

Justin Mercier is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at TD Ameritrade and Charles Schwab Bank, SSB. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Jerrod Shearer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to joining Fidelity, he was with National Charitable Services for one year. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, and it is noted for its use of AI-driven methodologies and its advisory roles to multiple registered investment companies.

Cooper Brookhart is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, he held positions at Morgan Stanley, Allstate, JPMorgan Chase Bank, and several other companies. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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 roles include positions at Charles Schwab Bank, Sedgwick, Nationwide, JP Morgan Chase, Optum, Discover Financial, and Huntington Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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.