Josh Feifarek is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to co-create personalized planning experiences that align with their goals and priorities. He began his career in financial services with New York Life in 2022, serving as a Financial Services Professional. In 2023, he joined Fidelity Investments as a Financial Representative. He then advanced to the role of Relationship Manager in 2024 before becoming a Planning Consultant in 2025. Josh's professional experience encompasses client relationship management and personalized financial planning. Outside of his professional work, Josh's personal interests include fishing, fitness, football, golf, lake activities, and skiing.

Cameron Roa is a financial advisor at Charles Schwab in Southlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Black Knight Financial Services. 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 combines non-discretionary advisory with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Luke Astle is a financial advisor with Charles Schwab & Co., Inc., holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at The New Washington State Bank and experience outside financial services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services.

Robert Magee III is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Orlando Utilities Commission, and educational institutions such as the University of Central Florida and Valencia College. 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, and various institutional investors.

Dennis Venn is a financial advisor with OSAIC in Fort Worth, TX, holding 43 years of industry experience. Prior to joining OSAIC in 2025, he spent 26 years at Lincoln Financial Advisors Corporation. Outside of his advisory work, he performs as a drummer. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various financial planning and investment management programs.

Kristopher Armijo is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab since 2019, following positions at The Dimension Group, Power Packaging, Barley And Board, and LSA Burger Co. Charles Schwab 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 and discretionary investment guidance supported by multi-asset model portfolios and alternative investment options, leveraging its large scale and integrated operational structure.

Richard Wurster is a financial advisor with Charles Schwab in Westlake, TX, holding nine years of industry experience. His career includes roles at Charles Schwab Investment Management, Charles Schwab Investment Advisory, Thomas Partners, and Windhaven Investment Management. Outside of his advisory work, he serves as Chairman of the Board of Directors for Schwab Charitable Fund and is a member of the investment committees for the San Francisco Museum of Modern Art and the Menlo Park Atherton Education Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory programs and discretionary separately managed accounts. The firm integrates investment guidance with custody, brokerage, and cash-sweep services across a large client base.

Trevor Dare is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following prior roles at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes with firm-approved tools to support its financial advisory services.

Jessica Brightman is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity since 2020. Prior to her financial career, she held positions in the hospitality industry and was employed at the University of Arkansas. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds structures and employs distinct approaches such as use of AI in research and formal governance procedures.

Annelise Gordon is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to her current role, she worked at Marriott Grand National and attended Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and model portfolio delivery.

Clayton Hunter is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation. He has one year of industry experience, having joined Schwab in 2025. His prior work history includes roles at Crate and Barrel and Goosehead Insurance, as well as periods focused on full-time education. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and conducting due diligence on alternative investments.

Rachel Boyda is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for five years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

G Langford is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2010 and concurrently at Bank of America, N.A. since 2012. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

John Alusick is a Series 66 registered advisor with 10 years of industry experience. He is currently with Charles Schwab, where he has worked for four years, following prior roles at TD Ameritrade and TD Ameritrade Investment Management. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Anna Malone is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Southside Bank. Her work includes a role as an associate at Southside Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools for non-discretionary planning and supports its clients through advisory programs and institutional consulting.

David Meade is a Series 66-credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is a board member of Concordia University Austin and the Mission Leader Institute, participating in policy oversight for both organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services through a consolidated billing option.

Allen Dennis is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Based in Fort Worth, TX, his career spans nearly three decades in wealth management. Merrill, along 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 tailored to individuals, high-net-worth clients, and institutional investors.

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. 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, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Vaneda Manuel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Charles Schwab since 2020, previously serving at USAA Investment Management Company and related USAA financial planning entities. 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Mark Connolly is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2006 to 2008. 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.