Jennifer Mangum is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for 13 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 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 multi-asset model portfolios, centralized custody, and an alternative investments program.

Evan Pennington is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at Charles Schwab since 2021 and previously at Discount Tire from 2016 to 2021. Charles Schwab & Co., Inc. provides investment advisory and brokerage services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside alternative investment options.

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 20 years working with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at the Grapevine Church of Christ. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Kathryn Giese is a financial advisor at Cetera with 34 years of industry experience. She holds a Series 63 designation and has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform incorporating model portfolios, third-party managers, and bespoke strategies.

Victoria Balderas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and has prior experience in real estate and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Grant Peters is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His background includes roles at Black, Mann, & Graham L.L.P. and teaching positions at the University of North Texas and North Central Texas College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Brandon Rios is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he held positions at several credit unions and health-related organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Andrea Marin Murillo is a financial advisor with J.P. Morgan Securities in North Richland Hills, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Simmons Bank, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broad derivatives and commodities capabilities.

Andrea Johnston is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Merrill, Fidelity Personal and Workplace Advisors, and Landmark Roofing & Sheet Metal. She is based in Westlake, TX. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Monica Bellner is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and having nine years of industry experience. Her career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Spectrum Financial, and operating a yoga instruction business alongside her financial career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services within an integrated operational framework.

Victor Green is a financial advisor with Ameriprise holding a Series 66 designation and three years of industry experience. His work history includes multiple roles at Ameriprise and prior self-employment, as well as more than a decade as owner of USA Exterior LLC. Outside of financial advising, he is co-owner of Universal Athletic Testing LLC, a technology business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce written recommendation reports that integrate investment research and algorithmic tools, with a selective enrollment process based on asset levels.

Brandon Vu is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Crowe LLP and has experience outside finance, including operating Texas Elite Auto Detailing and White Tiger Taekwondo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Nieto is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, with one year of industry experience. His prior roles include positions at Bank of America, N.A., Euro United LLC, and time spent at the University of Texas at Arlington. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

Jacob Ritchie is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at WoahZone and Altitude Trampoline Park. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Joanna Beltran is a financial advisor at Fidelity with Series 65 and Series 63 credentials and five years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as experience working at the University of Texas at Arlington. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, serving a range of clients including registered investment companies and charitable funds.

Gregory Dey is a financial advisor with Fidelity Investments in Westlake, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. Outside of his advisory role, he is involved in a business selling plates, where he works as a cook. 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 offers a range of services including discretionary portfolio management and fund advisory, serving various client types through systematic and long-term investment approaches.

Robbie Kuykendall is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in roles including at Museum Fabrication Group and 5th Gen Woodworks, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Snively is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, a charitable gift fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.