Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-manages the Campanello Wealth Management Group, overseeing how the team serves clients. Jackson specializes in areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is fluent in English and Spanish. Jackson is involved in the community as a Board Member of the Culverhouse College of Business Board of Visitors. Outside of work, he enjoys cooking, football, golfing, music, running, skiing, spending time with his family, traveling, watching movies, and yoga.

Eric Charway is a financial advisor with J.P. Morgan Securities in Richland Hills, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously held roles at Robinhood and TD Ameritrade. Outside of finance, he has been involved with the Roby House Alumni Foundation Inc. and operated Crepes n Things LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

William Brawley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he was employed by IronPlanet for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and both quantitative and qualitative research.

Carlos Calderon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and seven years of industry experience. He previously worked at Charles Schwab and Frost Bank before joining Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special-needs analysis, and divorce.

Alex Fehlinger is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. His work history includes roles at Bank of America and Paul Stuart, as well as a period affiliated with Washington University in St. Louis. He is based in Fort Worth, TX. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Winston Trotter is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and bringing ten years of industry experience. He has worked with Ameriprise since 2014, with intervals outside the firm, and manages his own advisory business under Valentine Britt LLC. Outside of financial advising, Winston serves as a referee for high school and college basketball games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides structured retirement planning focused on dependable income and tax-aware withdrawal strategies, leveraging in-house research and external data.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

James Lee is a Series 66 credentialed financial advisor with Fidelity Investments and has worked in the industry since 2023. Prior to joining Fidelity, his background includes roles in education and tutoring services. He is engaged in tutoring and educational activities, assisting students with various academic subjects and learning skills. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Christian is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the same firm, including Financial Consultant I, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2025. Prior to joining Fidelity Investments, Austin worked as an Associate Transition Consultant at Cambridge Investment Solutions Inc. from 2018 to 2020. Austin holds insurance licenses for Arkansas and California. He emphasizes building lasting partnerships with clients and their families based on trust, commitment, and communication. He aims to assist clients in making important financial decisions throughout their lifetime and ensures they understand the overall plan for their wealth and any necessary adjustments along the way.

Kevin Lockaby is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Pinnacle Bank and Pinnacle Bank Wealth Advisors since 2020, and has been associated with Raymond James Financial Services Advisors and Southwest Bank Wealth Group since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management across a large network of advisors.

James Lippy is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he co-owns a short-term rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset approach and integrated custody and brokerage services.

Maxwell Landgraf is a Series 66-licensed financial advisor with Equitable Advisors in Fort Worth, TX, where he has worked for 23 years. His career includes 17 years at Axa Advisors, LLC. He holds various outside insurance and brokerage contracts. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management, utilizing a range of firm-offered programs and third-party asset managers.

Casey Spencer is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Spencer was involved in several roles including self-employment in nutrition and lawn care, as well as coaching and fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Alexander Steele is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Krystal Rodriguez Rosa is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously gained experience at TD Ameritrade and Starbucks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced tools and methodologies.

Jared Jallans is a CFP® with eight years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has been with Charles Schwab and Charles Schwab Bank since 2017 and 2019, respectively. Prior to this, he worked at Texas A&M University from 2013 to 2017. 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 and discretionary investment management using multi-asset model portfolios and provides integrated custody and brokerage services.

Tiffany Muirhead is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services in various capacities since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andres Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2017, including roles at Charles Schwab Bank and Charles Schwab Premier Bank beginning in 2026. Prior to joining Schwab, he was employed at La Academia De Las Estrellas. 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 both non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.