Mackenzie Schaibly is a Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX, and has two years of industry experience. Prior to joining Charles Schwab, Schaibly held various positions in the hospitality and banking sectors, including roles at Coyote's Adobe Cafe and Central Bank. 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, combining multi-asset model portfolios with centralized operational and supervisory support.

Kayla Washington is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and AT&T. Outside of her advisory role, Kayla owns a small baking business, KayKstries, specializing in cakes and pastries for commission. 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 offers a broad range of integrated brokerage, custody, and cash-sweep services.

Robert Venable is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 1999. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and also serves as an advisor to multiple registered investment companies.

Tana Mossa is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and self-employment. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an alternative investments program, supported by a centralized and integrated operational structure.

Stanley Schiewe is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera in Bedford, TX. He has held various roles at firms including Avantax, Northern Lights Distributors, Sierra Investment Management, and others. He also serves as a financial advisor with Roadmap Wealth Management, providing services such as retirement planning, estate planning, and investment portfolio reviews. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers.

Lydia Smith is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors and Fidelity Investments. Outside of her advisory role, she serves as a Senior Account Associate at K N & A, Inc., doing administrative work. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Antowon Shade is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has held positions at Cetera since 2025 and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fidelity Investments. Shade is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Dustin Alexander is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo in various capacities since 2006, with a two-year period at Ameriprise Financial Services, Inc. from 2016 to 2018. 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 extensive research and analytics.

Bryan Young is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Thrivent Financial. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody services.

Jacob Madu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, his work experience includes roles in retail and logistics companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jackson Jarratt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions at AT&T and Hilltop Securities, and he has also been involved in various roles related to Baylor University and Pinecove Christian Camps. 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, offering both model‑based and discretionary investment strategies for a range of clients including individuals, high‑net‑worth investors, and charitable organizations.

Aylor Wilson is a financial advisor at Charles Schwab with three years of industry experience and holds the Series 66 designation. Prior to joining Schwab, he worked at Charles Schwab Bank, SSB and has experience in the education sector with Coppell ISD. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational resources.

Jacob Curtis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience with Goosehead Insurance and various roles linked to the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Judge is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Charles Schwab since 2015 and with Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, and custody services for a large and diverse client base.

Grace Stear is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she has experience working as a retail stock associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Tasha Ji is a Planning Consultant at Fidelity Investments, where she assists clients in making important financial decisions through personalized planning and guidance tailored to their unique goals. She has been in this role since 2026. Prior to this, Tasha served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate at the same firm from 2024 to 2025. Before joining Fidelity, she worked as an Account Manager at State Farm Insurance from 2021 to 2024. Tasha holds insurance licenses for both Arkansas and California. Outside of her professional work, she enjoys beach activities, spending time with family, fitness, culinary experiences, and social events with friends.

Denise Miller is a financial advisor at Charles Schwab with 4 years of industry experience. She holds a Series 66 designation and has previously worked at Citibank and Simply Health Plans. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

John Euler is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, and previously held roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and EAM Partners L.P. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by firm-approved tools and risk modeling techniques.

Kolton Shedden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., as well as prior employment at University of North Texas, Tour 18 Golf Club, and Eddie Bauer. Charles Schwab & Co., Inc. serves a large client base 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 options, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Darrell Griffin is a Series 66-credentialed financial advisor with Edward Jones, based in North Richland Hills, TX. He has 12 years of industry experience, all spent at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.