Thomas Weeks is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with multiple registered investment companies.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and engages in advisory roles for registered investment companies, with a noted use of systematic methodologies and oversight to address conflicts of interest.

Chris Kotheimer is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Russell Jeanis is a financial advisor with Fidelity in Westlake, Texas, holding a Series 66 designation and 18 years of industry experience. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he serves as a consultant for Aledo Pediatric Dentistry, his wife’s dental practice. 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Lindsay Shoush is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2013. Outside of her advisory role, she owns mineral rights in a private oil exploration company. 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 create model portfolios across a range of investment vehicles.

Jimmie Simpson is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for six years and has held positions at Baylor Scott & White and Baylor University. He is also the president and owner of White Buffalo Wealth LLC, a support company based in Willow Park, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Cothran is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various positions including roles at Texas Hill Country, Hawk Movers, and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alyssa Love is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior work includes roles at North Star Resources and Main Event Entertainment, as well as multiple positions at Texas Tech University. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mason Hays is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and Trust and has experience as an independent contractor with DoorDash. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kelci Mc Ginnis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Citibank, and First Bank. Outside of her advisory role, she is involved in an e-commerce business selling furniture and household decor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Brian Olcott is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and having two years of industry experience. His prior work includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, Goosehead, and Lending Club Bank. Outside of his advisory duties, he manages a rental property listing on Airbnb for a condo at Keystone Ski Resort that is owned by his parents. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through a range of wealth advisory and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with access to alternative investments and integrated brokerage, custody, and advisory services.

Derick Ritenour is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and with three years of industry experience. His background includes roles at several financial institutions, including U.S. Bank, Flagstar Bank, and Churchill Mortgage Company. He is the founder of STIX Inc., an LLC established for an outdoor outfitter and apparel company, though the business is not currently operational. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

Jack Webb is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Kevin Mc Gowan is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked previously at TD Ameritrade, Bank of America, Merrill, and Baylor University. 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 offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Isabel Gonzalez is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Long Vu is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at TD Ameritrade and experience in the hospitality sector with Café Minh Inc and RPM Pizza. Charles Schwab 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 services. The firm offers both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and centralized operational support.

Meghana Shenoy is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering the industry in 2026. Her prior experience includes roles at Cambridge Associates, J.P. Morgan Private Bank, and WCM Investment Management. Shenoy’s background also includes time spent in education and a business role at ClassRanked LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds with oversight and governance procedures.

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.