Marvine Nelson Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity in 2021, he worked at Comcast and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of advanced technologies such as AI in portfolio management.

Colton Bouher is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on helping clients gain knowledge and tools to manage their financial lives effectively. Colton has completed an Associate's Degree from Weatherford College and has also attended the University of Colorado System without earning a degree. He holds a High School Diploma from Northwest High School.

Geovanni Herrera is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and State Farm, as well as experience in trading, e-commerce, and education. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Boyd is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked in various roles within Fidelity Investments since 2022 and has prior experience in the golf and nonprofit sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including model portfolios.

Tiffany Beebe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Jetton is a financial advisor with Wells Fargo Clearing in Coppell, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

William Collins is a CFP® with 23 years of industry experience, all spent at Edward Jones since 2003. He holds the Series 66 designation and is based in Flower Mound, TX. Outside of his advisory role, Collins serves on the Town of Flower Mound Board and is vice president of Friends of Flower Mound Library, a nonprofit that raises funds for local library programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions through a nationwide network of more than 23,700 financial advisors.

Christian Wright is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Inc. and Thinkorswim Inc. before joining Charles Schwab in 2021. 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 uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Patrick Sanders is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His career includes several roles within J.P. Morgan Chase Bank and its affiliates since 2018, as well as prior experience at Texas Christian University and the Texas Department of Transportation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and it incorporates unique regulatory registrations related to derivatives and commodities.

Jake Brillhart is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on systematic methodologies and long-term asset allocation.

Carson Moen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2023. Prior to his financial services career, he held positions at various retail 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 both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized operational infrastructure.

Jennifer Hawkins is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2022. 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 advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and an integrated operational structure.

David Ducre is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2023, he held various roles including positions in education and nonprofit organizations such as Cedar Hill ISD and the Lawton Salvation Army Boys & Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and it utilizes AI and algorithmic methods in its research and portfolio development.

Emily Pace is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. She has also worked in the restaurant industry. RBC Wealth Management serves a diverse client base, including individual and institutional investors, through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jennifer Addison is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations in partnership with advisors like Addison. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erin Lucik is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Berzon is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2026. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2020 to 2026, and had multiple prior roles with Wells Fargo entities between 2006 and 2020. Outside of his advisory work, he is involved in business development and growth activities through Bercom LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Saleen Gonzalez Apodaca is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Saleen's work history includes roles at Mercer Advisors and various customer service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory solutions.

Marcela Becerra is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank, N.A. since 2005. 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 combines research from its Investment Institute with third-party analytics to support a diversified investment approach.