Sonia Davenport is a financial advisor at Charles Schwab with nine years of industry experience. She has held positions at Charles Schwab & Co., Inc. since 2020 and previously worked at Edward Jones from 2016 to 2020. She holds a Series 66 designation. 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 discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and alternative investment options.

Austin Rupert is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has two years of industry experience and has held roles with Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to joining Schwab, he worked in various capacities including positions at Vacasa, Money Move Locating, and real estate firms. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational structure.

Kenneth Roberts is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes positions at Edward Jones and multiple roles within Fidelity since 2008. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

David Rowlett is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2014 to 2022. Outside of advisory services, he is involved in a rental services business based in Denton, Texas. 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 mix of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a distinctive integrated operational structure.

Hunter Webb is a Series 66-licensed financial advisor with three years of industry experience, currently with Charles Schwab. Prior to Schwab, he worked at Fidelity Investments and has held various positions in retail and insurance. 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 guidance with multi-asset model portfolios and access to alternative investments.

Eduardo Uresti is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Wells Fargo, and Chase. 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 plans, corporations, and charitable organizations.

Jesus Gonzalez is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TD Industries. Outside of his advisory role, he has worked as a food delivery driver. 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 combines a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational systems.

Shanna Crunk is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support through group workshops and one-on-one sessions. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Johnny Tran is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.

William Bartram is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Angela Vongkhaophet is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and seven years of industry experience. She has been with Charles Schwab since 2019, following her time as a student from 2015 to 2019. 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 a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized custody and operational support.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, Raymond James & Associates, and Citigroup Global Markets. 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 provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Delilah Taylor is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and has a notable role in advising registered investment companies and fund-of-funds.

Justin Parker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include working at TD Ameritrade Inc. and Charles Schwab & Co., Inc., and he has experience in operations and academia at the University of Texas at Dallas and Parker Operating Company. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and an alternative investments program.

Gregory Oconnell is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade, Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by strategic asset allocation and due diligence on alternative investments.

Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.

Hong Nhung Pham is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 63 license and has worked at Charles Schwab and Charles Schwab Bank since 2017. Her prior experience includes roles at World Financial Group, Cam Management LLC, and Top Tier Staffing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and advisory operations.

Timothy Parker is a Series 66 licensed financial advisor with Edward Jones, based in Willow Park, TX. He has one year of industry experience, including prior work at Merrill. Outside of finance, he has been involved with SP Weatherford Theatre/Film Alley. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and supporting a large national network of advisors and branch offices.

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.