Sze Sze Fertitta is a financial advisor with Raymond James & Associates in Southlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Lululemon and was affiliated with the University of Texas at Dallas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, employing a range of portfolio management styles supported by extensive research and model manager options.

Kyle Bach is a CFA® charterholder with six years of industry experience, currently affiliated with Cetera in Dallas, TX. His prior experience includes roles at J.P. Morgan Securities LLC and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

Jared Phillips is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials, and has five years of industry experience. His prior work includes roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Robert Foret is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at Jefferson Financial and various roles outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Derrick Gallion Jr is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients and managing more than $256 billion in assets.

Wade Williams is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been involved in financial advisory roles since 2003, including serving as an Investment Solutions Consultant at Fidelity Investments from 2014 to 2018, and holding various positions at The Ayco Company, A Goldman Sachs Company, from 2003 to 2013. In his professional approach, Wade emphasizes listening carefully to understand his clients' individual goals and uses his knowledge and experience to help them develop financial plans tailored to their futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wade has interests in baseball, family activities, football, hiking, music, and soccer.

Chad Patton is a Series 66-credentialed financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds managing partner responsibilities in a development partnership focused on the restoration of the Baker Hotel in Mineral Wells, Texas. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Dante Jefferson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Fidelity, having previously worked at Fisher Investments, Raymond James Financial Services, Lyft, JTB International and Global Advisor Group, and Edelman Financial Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Jay Langley is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at Merrill from 2009 to 2018 before joining Charles Schwab in 2018. 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, strategic asset allocation, and access to alternative investments.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and maintains concurrent roles at Lighthouse Financial Group, Cambridge Investment Research, Inc., and Wymac Insurance Group, where she serves as CEO. Outside of advising, she also works as a notary public and provides technical translation services from English to Spanish. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management solutions and both proprietary and third-party strategies.

Ethan Caughey is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at various positions within Charles Schwab and Charles Schwab Bank, SSB since 2022. Prior to this, his work history includes roles unrelated to finance. 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 discretionary separately managed accounts and offers an integrated platform including brokerage, custody, and alternative investments.

Rajesh Singh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he has engaged in delivery driving for Amazon Flex and Uber Eats. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a comprehensive 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 utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

Justin Nelson is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at US Money Reserve LLC for three years. He is also part owner of Merlinpeen Music LLC, a band he has played in part time for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

James Smith is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A and has experience with Southwestern Baptist Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Jared Johnson is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at OneMain Financial, AutoNation, CarMax, Nationwide, Amazon Pharmacy, and SkyVenture New Hampshire. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and brokerage services.

Ramiro Cazares is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, CITT Services LLC, and Maverick Activities Center. 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 relationships and access to discretionary SMAs, supported by a multi-asset model portfolio approach and centralized custody and order-routing arrangements.

Garrett Fender is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and in various roles outside the financial sector, including at Brigham Young University Dining Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jamie Beck is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2012 in various roles including Investment Consultant, Senior Relationship Manager, and Relationship Manager. In their current position, Jamie partners with clients to develop and maintain comprehensive financial plans aimed at enabling clients to enjoy their lives more fully. Throughout their career at Fidelity Investments, Jamie has gained extensive experience in financial planning and investment consulting. They focus on understanding clients' needs and desires to create tailored financial plans and provide transparent guidance through the complexities of financial planning. Jamie holds a California Insurance License. Outside of their professional work, Jamie is an instrumentalist with an interest in music.

Yazan Abu Hijleh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity and Carter Mackenzie International, as well as time affiliated with Curb Records and Bybee College Prep. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction across a range of funds and model portfolios.

Marshall Felker III is a financial advisor with Ameriprise in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Felker is involved in multiple business activities, including consulting, leadership, and practice management through several investment-related entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.