Tasha Ji is a Planning Consultant at Fidelity Investments, where she assists clients in making important financial decisions through personalized planning and guidance tailored to their unique goals. She has been in this role since 2026. Prior to this, Tasha served as a Central Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Customer Relationship Advocate at the same firm from 2024 to 2025. Before joining Fidelity, she worked as an Account Manager at State Farm Insurance from 2021 to 2024. Tasha holds insurance licenses for both Arkansas and California. Outside of her professional work, she enjoys beach activities, spending time with family, fitness, culinary experiences, and social events with friends.

Denise Miller is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Citibank and EECU. She is based in Westlake, TX. 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 relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and due diligence.

John Euler is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, and previously held roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and EAM Partners L.P. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by firm-approved tools and risk modeling techniques.

Kolton Shedden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., as well as prior employment at University of North Texas, Tour 18 Golf Club, and Eddie Bauer. Charles Schwab & Co., Inc. serves a large client base 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 onboarding process.

Darrell Griffin is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Oscar Barillas is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He brings more than two decades of experience in the financial services industry, having held various roles at Fidelity Investments since 1997, including Financial Consultant, Investment Consultant, and Retirement Specialist. Throughout his career, Oscar has focused on delivering thoughtful financial planning tailored to the unique needs of his clients. He holds a California Insurance License, which supports his expertise in financial consulting. Outside of his professional work, Oscar is interested in family activities, fitness, football, parenthood, and traveling.

Dolores Garza is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at TD Ameritrade, Southside Bank, Raymond James Financial Services, Edward Jones, Flowco Production, and Blackburn Group. Outside of finance, she produces jams and salsa as a small-scale food and beverage entrepreneur. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Jackson Maupin is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Schwab, he worked at Fontana Financial Planning and spent several years in full-time education, including positions at Kansas Wesleyan University. 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 advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Hannah Payne is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Hannah is located in Westlake, TX. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable use of AI and systematic methodologies in its investment process.

Heath Parkman is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities since 2016. Outside of his advisory role, he owns and operates a custom farming and shredding business in Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with registered investment companies and model portfolio delivery.

Rachael Boucher is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at IBM for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Marcus Bowie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Raymond James Financial Services Advisors and Fidelity Investments Strategic Advisers LLC. He has also worked at New York Life and Primerica earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Adrian Rodriguez is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios using a blend of proprietary fundamental research and quantitative analysis.

Marco Uranga is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2020 to 2022. Charles Schwab 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 options, combining multi-asset model portfolios with centralized custody and order-routing services.

Alejandro Gualy 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, N.A. and Merrill since 2019. Prior to his current roles, he worked at Global Process Consulting and Shell, and spent four years at Texas A&M Corpus Christi. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Reta Savage is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at TD Ameritrade and AHI Supply. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, combined with both non-discretionary and discretionary advisory options.

Mark Ryan is a CFA® charterholder with Series 66 and Series 63 licenses and has nine years of industry experience. He has worked at Charles Schwab since 2016 and was previously with Fxcm. 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 non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Neal Brandhorst is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at TD Ameritrade and a one-year role at the University of Texas at Arlington. 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 custody and supervisory infrastructure.

John Boughton is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes service with the Army National Guard and roles at Southwest Materials Handling Company and Pine Cove Christian Camps. He is currently based in Westlake, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Haley Combs is a financial advisor with Charles Schwab holding a Series 66 designation and has under one year of industry experience. Prior to joining Schwab, Haley worked at Voyage Executive Partners, LLC and CycleBar. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.