Damian Zuniga is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Avantax Advisory Services, Apex Clearing Corporation, Compass Bank, and New York Life Insurance Co. 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 both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a formal alternative-investment process within an integrated operational structure.

Amanda Willingham is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in insurance agencies and media, as well as involvement with the Apartment Association of Southern Colorado. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Jason Maclin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Fidelity Investments in various capacities from 2007 to 2023. Outside of advising, he has reported employment with Task Rabbit and Pacific Rail Services in non-investment roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment tools and solutions.

Eric Gregoire is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to understand their overall financial goals and needs, collaborating to develop plans that address both short-term and long-term savings objectives. Eric focuses on fostering strong client relationships and aims to provide valuable experiences through comprehensive financial planning. Eric has progressively advanced within Fidelity Investments, beginning his career there as a Customer Relationship Advocate in 2022. He was promoted to Investment Solutions Representative in 2023, then to Investment Solutions Representative II in 2024, before reaching his current role. This progression reflects his growing expertise in investment solutions and client engagement within the company.

Kenneth Davis is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios drawn from a broad universe of mutual funds, ETFs, and ETPs.

Shannon Reid is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of her advisory role, she has a partial ownership interest in a farmland rental property in Crosbyton, TX. 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 research from Wells Fargo Investment Institute and third-party sources.

Ho Lee is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years before joining Financial Engines Advisors L.L.C. in 2020. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions across a broad range of account types.

Matthew Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Sam Houston State University and Magnolia Bible Church. 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 is noted for its role in managing multiple registered investment companies and delivering model portfolios using algorithmic methods and AI.

Martin Britton is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 19 years of industry experience. He has worked at Charles Schwab since 2010 and Charles Schwab Bank since 2014. Outside of his advisory role, he owns and rents residential properties in Texas and Arizona. 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 advisory models and discretionary separately managed accounts, supported by centralized custody and extensive operational infrastructure.

Michael Teed is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Charles Schwab, having previously worked at Vanguard Advisers, Inc. and Fidelity Brokerage Services, Inc. His background includes roles across major investment firms. 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Mary Grace Pidgeon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation. Her prior experience includes roles at Deloitte & Touche LLP, Opportune LLP, and 3E Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program structure.

William Duhon is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Axa Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, delegated sub-advisers, and integration of AI and algorithmic tools in its investment process.

Brandon Nguyen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he was affiliated with the University of Texas at Arlington and had business involvement with Mr Wok. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of model portfolios and AI-driven methodologies.

Lucy Benschoter is a Planning Consultant at Fidelity Investments, where she works to empower individuals and families to take control of their financial futures. She serves as a trusted advisor, helping clients define and pursue their goals through personalized strategies that align with their values and life aspirations. Lucy has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Workplace Planning Associate. Her experience at the firm has provided her with a broad understanding of financial planning and client relationship management. She holds an Arkansas Insurance License. Outside of her professional work, Lucy enjoys cooking and baking, exploring food, running, and traveling.

Trevor Harrell is a CFP® professional at Charles Schwab with four years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles in client service and retail. Harrell is based in Westlake, TX. 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 and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Michael Rollins is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Brooke Reeb is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2017, she worked at Crestline Investors, Inc. from 2015 to 2017. Outside of her advisory role, she is a partner in Trinity River Distillery and serves on the Board of Governors for the Texas Ballet Theater. She also has a minimal role in a family law practice, Reeb Law PLLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Catherine Coleman is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Robert W. Baird & Co., Incorporated since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she serves as Treasurer and Board Member for the Moms of Minerva chapter of Sigma Alpha Epsilon in Fort Worth, TX. She is part of The DDK Group at Robert W. Baird & Co., a team within the Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning, portfolio management, and brokerage services, supported by manager selection, internal research, and the use of advanced tools including artificial intelligence.

Christina Cloud is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked with Charles Schwab since 2018 and previously held positions at First Command Financial Planning and Northwest ISD V.R. Eaton High School. Outside of her advisory role, she assists with bookkeeping and website design for her spouse’s metal fabrication business. 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, leveraging multi-asset model portfolios and centralized operational structures.

Gregory Price is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.