Ryan Dignum is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has previously worked at Commonwealth Financial Network and First Command Advisory Services. In addition to his advisory work, he provides fixed insurance services and operates a tax preparation business serving individual clients. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients, using tailored analytical tools and advisory programs.

Kyle Smith is a financial advisor with Equitable Advisors based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and automotive services. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and focuses on matching clients to appropriate investment models based on risk tolerance and personal information.

Benjamin Pyron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior career includes roles at Stine Enterprises LLC and Hawaiian Bros Island Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Cavan Bullock is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Randstad, Target, Fox Corporation, and educational institutions such as University of North Texas and Marcus High School. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nader El Zacuhra Cuadrado is a Resident Director and Wealth Management Advisor at Merrill Lynch. He provides comprehensive financial advisory services focused on helping families preserve assets, manage taxes, plan estates, and navigate retirement income matters. Additionally, he works with entrepreneurs on business growth, employee benefits, cash flow management, concentrated stock, retirement plans, and coordinated exit strategies. Nader takes a collaborative, team-oriented approach to wealth management, engaging specialists such as CPAs, estate attorneys, and M&A professionals to align strategies with his clients’ long-term goals. With over a decade of experience on Wall Street and since joining Merrill Lynch Wealth Management in Washington, DC in 2011, Nader is a CERTIFIED FINANCIAL PLANNER™ professional with several advanced credentials. These include the Certified Private Wealth Advisor (CPWA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a bachelor's degree from Towson University and an MBA from Hofstra University. Nader is fluent in English and Persian. Outside of his professional work, Nader and his family are active members of their community in Alexandria, VA. He is involved with the Tahirih Justice Center and affiliated with the Baha'i Faith. Nader’s personal interests include baseball, basketball, football, golf, and spending time with his family.

Rebecca Prichard is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at TD Ameritrade and AR Services, as well as work with Fundraise with Unique. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

James Hill is a Planning Consultant with experience in retirement planning, having worked at Fidelity Investments in various capacities from 2021 to 2026. His roles included Retirement Planner Associate, Retirement Planner, and Director, Retirement Planner. He holds insurance licenses in Arkansas and California, enabling him to provide insurance-related financial guidance. James works with families to understand their financial needs and goals to co-create financial plans aimed at achieving financial security. Outside of his professional work, James has interests in board games and football.

Karen Vergara is the Vice President and Branch Leader at Charles Schwab in Pasadena, California. In her role, she leads a team of financial professionals focused on providing a differentiated client experience. She aims to contribute to a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Karen has extensive experience in branch management within the financial services industry. Her previous roles include Vice President Branch Manager positions at TD Ameritrade from 2018 to 2019 and at Scottrade from 2014 to 2018. Outside of her professional responsibilities, Karen is engaged in various personal interests including spending time at the beach, participating in family activities, social events with friends, parenthood, traveling, and volunteering.

Todd Skogen is a financial advisor at Fidelity Investments with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Farmers Financial Solutions, and SWL Advisory. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeremy Kresge is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2005. Outside of his advisory role, he is an owner of mineral rights on an oil and gas lease in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Taeshima White is a financial advisor at Fidelity with 20 years of industry experience. Prior to joining Fidelity, White worked at Robinhood Financial and Charles Schwab. White is the sole proprietor of SheroShift, a coaching business based in Phoenix, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Christopher Elizalde is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and spent 15 years at QuikTrip. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Ryan Fleck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in the automotive sector and was self-employed for over a decade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methods and maintains a formal advisory role to multiple registered investment companies.

Dawson Hadnot is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Symmetry Financial Group and United Parcel Service. Outside of his advisory role, he operates an eBay store focused on creating and selling hats and other items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Prudential Equity Group. Hughes serves on the board of directors for DCMS in Dallas. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets and serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach, offering both brokerage and advisory solutions.

Brent Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 32 years of strategic wealth planning and investment experience. He specializes in family wealth management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Brent creates customized portfolios and investment plans tailored to both wealth accumulation and income planning for affluent and high net worth families, individuals, and business owners. Brent holds a Bachelor's Degree from Texas Tech University and has earned the Professional Investment Advisor (PIA) designation. Before joining Merrill Lynch, he was a Senior Financial Advisor and Managing Director of Investments at Wells Fargo Advisors. He is committed to building personalized financial strategies, working closely with clients to help them pursue their long-term goals. Originally from Dallas, Brent has spent most of his life in the Dallas-Fort Worth area. He participates in community activities and enjoys a variety of sports and exercise, including weightlifting, cycling, golf, and swimming. In his personal time, he also enjoys cooking, both indoors and on the grill, as well as attending live music events with friends and family.

Lionel Claxton Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Charles Schwab. Outside of finance, he is involved in music as a musician, promoter, and manager with The Dirty Shirley's Band in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Tarannum Shams is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2015. 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, utilizing research and analytics to support its investment approach.

Brad Davis is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on developing long-term relationships with clients and their families to understand their unique situations and priorities. He works to help clients create long-term wealth plans that align with their goals. Brad has been with Fidelity Investments since 1996, holding various positions including Wealth Management Advisor, Wealth Planner, Financial Consultant, Investment Representative, Private Client Service Specialist, Premium Services Representative, Service Trading Representative, and Retirement Distribution Representative. His extensive experience spans multiple facets of financial services and wealth management. Outside of his professional responsibilities, Brad enjoys baseball, boating, spending time at the lake, and traveling.