Kim Nguyen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. Nguyen holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Levi Darrow is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at PDS Health and has experience working in educational settings including Baylor University and Newport Harbor High. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader platform, providing access to a variety of financial products and services.

Christian Johnson is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity divisions since 2015. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often utilizing sub-advisers and systematic methodologies.

Scott Ross is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Charles Schwab in Westlake, TX, where he has worked since 2020. Prior to Schwab, he was with USAA in various financial planning and investment management roles from 2014 to 2020. 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 fiduciary advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and research resources.

Thomas Pierce Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Tracy Morehead is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2026, Morehead worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Tony Brown is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in retirement planning, tax-efficient investing, and organizing clients' financial pictures alongside his Wealth Management team. Tony has extensive experience in financial services, having held several roles including Senior Financial Planning Manager at Ameriprise from 2020 to 2023, and multiple positions at TIAA from 2010 to 2020 such as Centralized Wealth Management Advisor and Client Relationship Consultant. Prior to that, he worked at Wells Fargo as a Personal Banker and Teller. He holds insurance licenses in Arkansas and California. Outside of his professional career, Tony enjoys baseball, football, running, singing, playing musical instruments, and spending time with his family.

Quentin Santo currently serves as an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has progressively advanced within the company, previously working as an Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and as a Customer Relationship Advocate from 2023 to 2024. In his role, Quentin partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals. He focuses on understanding clients' specific situations, challenges, and desires to provide clarity in making complex financial decisions across all stages of life. Quentin is dedicated to assisting clients and their families in creating a path toward financial well-being.

Rodelio Catahan is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including multi-manager funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Gary Barvick is a financial advisor with Fidelity, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and delegates day-to-day management to sub-advisers while maintaining oversight.

Charley Eubanks is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and SWS Financial Services. 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 offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jeremy Nowell is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at Fidelity Investments since 2000, including roles with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anthony Fink is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Apex Systems, Lockheed Martin, F&I Express, and Circle L Solar. Outside of finance, he serves as CEO and President of Scratch Comedy Kitchen and works at Rexs Bar and Grill in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shawn George is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His career includes roles at various Schwab entities as well as Bank of America, Merrill, Fidelity Investments, Frost Bank, and Exeter Finance. 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 financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, written advice policies, and centralized operational infrastructure.

Colin Benson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013. 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. The firm also serves as an advisor to multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Kimberly Osowsky is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at The Conference Exchange and spent ten years at Northwest ISD - Lakeview Elementary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alexander Wallington is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at The Container Store and the University of Texas. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolio services.

Matthew Kuehler is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade and various positions related to Texas A&M University and entrepreneurial ventures. 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, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. Schwab’s scale and integrated structure enable it to provide centralized custody, brokerage, and advisory services alongside a formal alternative investment platform.

Nicholas Wanzer is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Schwab, he worked at Publix and spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Bryan Nordin is a financial advisor with Thrivent Investment Management in Keller, TX, holding a Series 66 designation and having 20 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade spanning over 18 years. Thrivent Investment Management serves individuals, families, businesses, and nonprofit clients by providing Dedicated Planning Services that cover a broad range of financial topics through non-discretionary, goal-based planning engagements. The firm’s approach emphasizes holistic analysis and offers clients the option to combine planning with managed-account services under a consolidated billing structure.