Lauren Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2016. She focuses on developing strong relationships with clients and assisting them through various life transitions. Lauren works as part of a multigenerational family team, prioritizing the care of clients and their families by creating customized financial strategies that address their unique circumstances, goals, and objectives. Lauren's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree in Business Administration from Chapman University and a Master's degree in Family Dynamics with a focus on widowhood from Oklahoma State University System. Lauren's professional designations include Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In addition to her professional work, Lauren is passionate about helping women in crisis and volunteers with organizations such as The Gatehouse and Women's Philanthropy Institute. She is a member of Alpha Gamma Delta. Outside of work, she enjoys spending time with her family, traveling, reading, hiking, and practicing yoga.

Sherin Mansour is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Woodforest National Bank. Mansour is based in Westlake, TX. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Roxann Darani is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, including her current role at Fidelity Investments. Prior to joining Fidelity, she worked as an independent contractor for three years. Fidelity’s Strategic Advisers LLC 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered funds and use of AI-driven research.

Darryl Lipinski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at UBS Financial Services before joining Charles Schwab in 2019. He also serves as a FINRA arbitrator, taking part in cases every few years after vetting for conflicts of interest. Charles Schwab 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 and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment process.

Jonathan Newman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2017. In his role, he collaborates with clients to review their financial goals, develop plans, and implement strategies aimed at wealth growth, protection, and enjoyment. Prior to his current position, Jonathan held roles including Relationship Manager and Investment Solutions Representative at Fidelity Investments. His earlier experience includes positions as an Associate at Chalk, Cullum & Associates and John Hancock Financial Network. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include the beach, fitness, exploring food, outdoor adventures, parenthood, and skiing.

Brian Stern is a financial professional with 12 years of industry experience, currently associated with Cetera in Southlake, TX. He holds a Series 66 designation and has previously worked with firms including H. D. Vest Investment Services and First Allied Securities. Stern is also involved as an owner and financial professional in multiple related financial services businesses such as Farpointe Wealth Partners, LLC and Highpoint Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a range of program structures, and access to both affiliated and third-party investment managers.

Justin Dummer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. In his current position, Justin is committed to understanding clients as individuals and assisting them in working toward their financial success and confidence in their future. Justin holds insurance licenses in Arkansas and California, which support his work in financial planning and advising. His experience at Fidelity spans various client service and relationship management roles, providing him with a broad perspective on financial planning and client needs.

Alexandra Miranda is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at Fisher Investments and various other roles in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

John Minco is a financial advisor with Fidelity in Westlake, Texas, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Fidelity Investments since 2013, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm manages model portfolios across diverse asset classes and maintains a formal advisory role to registered investment companies and fund-of-funds.

Joshua Campos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2023, he worked at The Lunch Box from 2018 to 2023. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios using a systematic approach.

Samuel Dansby is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at USAA Investment Services Company, USAA Life Insurance Company, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, mainly 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured due diligence process.

Courtney Chatfield is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique arrangement with an affiliated municipal advisor.

Britton Keller is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked in education and the food industry. Outside of his advisory role, Keller provides football kicking lessons as a coach. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Madison Brunis is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Madison worked in various roles including at The Skolkovo Institute of Science and Technology and BYU Independent Study. Outside of financial advising, Madison manages Luxani Goods LLC, an e-commerce venture focused on buying and reselling products online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse set of mutual funds, ETFs, and ETPs.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.

Andy Oge is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Hilltop Securities, Inc. Outside of his advisory role, he is involved with Villa Stay Vacation Rentals, a rental services business. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and operational support.

David Bacchetta is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory work, he is involved in eBay auctions as an outside business activity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

John Munson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions in education with the Davis School District and military service in the US Army. Outside of advising, he has experience with entrepreneurial ventures, having been involved with Lucky Slice for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Evan Ferry is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and involvement with University of Arkansas New Student Family Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Paul Thurston is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 years at TD Ameritrade Inc. before joining Charles Schwab in 2022. 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.