Waymon Little Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 51 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he receives gas royalties from a lease on his long-term personal residence. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Brayden Cook is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Highpoint Financial Group, LLC. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jonathan Wong is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2012. Outside of his advisory role, he is a signer for a family-owned retail clothing business in Honolulu. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jose Zapata is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank SSB and Cavender's Boot City. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

David Torrez is a financial advisor at Fidelity with Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2022 before joining Fidelity, where he has been since 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Alijah Wood is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was involved in digital marketing and consulting through Chappell Digital Marketing and AD Wood Consulting LLC. He also has experience working at World Financial Group and held roles at Texas Christian University and West Ottawa High School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vicente Miranda Santis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Charles Schwab since 2023. Prior to his current position, he was employed at Akkodis Group and Chipotle Mexican Grill. 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 both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a centralized operational structure.

Rita Wright Oujesky is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional investors, pension plans, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Austin Frost is a financial advisor with Wells Fargo Clearing in Irving, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Randstad, Ally Invest Securities, TD Ameritrade, and Chestnut One Inc. He has been affiliated with Texas Tech University since 2013. 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 combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Jeffery Price is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. At Price & Associates, he works closely with clients to develop strategies for managing personal and business finances, focusing on a holistic approach that addresses key life transitions such as retirement, business ownership, and family changes. Jeff emphasizes understanding clients' long-term financial visions and creates goals-based strategies to help clients feel comfortable and prepared for their future. Jeff holds a Bachelor's degree from Baylor University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is active within several professional organizations, including the Baylor University Alumni Association and Fiji Alumni - Kappa Chapter. In addition to his professional work, Jeff has been involved in community service, having served six years on the Town Council and one term as Mayor for the Town of Hickory Creek, as well as serving on the Southern Denton County Neighbor to Neighbor Board as a founding member and chairman. He is an active member of Valley Creek Church and the Baylor University Parent Board. Jeff lives in Flower Mound with his wife, Cara, and they have two children who are Baylor University graduates.

Michelle Wong is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2018. She works collaboratively with clients to understand their retirement and investment planning needs. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2017-2018), Workplace Planning and Guidance II (2015-2017), and Workplace Planning and Guidance I (2014-2015). She holds insurance licenses for both Arkansas and California. Outside of her professional work, Michelle enjoys family activities, fitness, music, outdoor adventures, pets, and traveling.

Franklin Ventura is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory role, he was involved in automotive sales and education. 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 both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Miller is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and various BBVA entities. He also serves as a Texas notary, providing document notarization for bank clients. 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, offering a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Richard Mcdaniel is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he also acts as a power of attorney and guardian for a family member. 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 combines research-driven investment selection with both brokerage and advisory solutions.

Fernando Ruiz Puig is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at The House Fort Worth and entrepreneurial work with Grow Plant Shop. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios. The firm is noted for its registration with the CFTC as a commodity pool operator, use of AI in research, and advisory role to multiple registered investment companies.

Adam Rowell is a financial advisor with Fidelity Investments based in Westlake, TX. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining Fidelity, he held various roles in education and retail sectors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.

Kyle Cain is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Before joining Charles Schwab, he held one-year roles at Gartner and Assured Partners, and completed nine years of full-time education. 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 a combination of non-discretionary and discretionary investment options, supported by a centralized operational structure and a formal alternative-investment onboarding process.

Andy Brachey is the Director, Executive Services Officer at Fidelity Investments. In his current role, he ensures that participants are fully educated on their equity compensation and assists with complex transactional support in a manner compliant with regulations. He also serves as a liaison for broader Fidelity services outside of company equity programs. Andy has been with Fidelity Investments since 2014, progressing through various positions including Brokerage Consultant, Workplace Planning & Guidance Associate, and Financial Associate, which have provided him with extensive experience in equity compensation and financial services.

Brendan Reiss is a financial advisor with Fidelity Investments in Westlake, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, he worked at Phalanx Investment Partners and International Process Plants. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on long-term asset allocation and systematic methodologies.

Adrian Chevannes is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at American International Group, VALIC Financial Advisors, and Fidelity Brokerage Services. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, integrated custody, and alternative investment services.