Jaxson Floyd is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles at Charles Schwab as well as various positions outside the financial sector. Charles Schwab 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with multiple firms including Avantax, Fidelity, and Advisors Asset Management. He also operates PK Financial Strategies, LLC, where he provides fee-based asset management, retirement planning, and full life cycle management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets across more than 10,000 advisors.

Christopher Greenlaw is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within Fidelity and its affiliated entities since 2002. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

James Hunter is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Thomson Investment Group and various positions during his education at the University of Texas at Dallas and Austin Community College. 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 to manage diversified model portfolios.

Jason Fortune is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Keller, TX. Outside of his advisory role, he is involved in purchasing and managing residential rental properties in Grapevine, TX. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kelly Matwick is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Prior to that, she was affiliated with The University of Texas at Arlington and Homemaker. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and manages oversight of sub-advisers while maintaining established governance and proxy-voting procedures.

William Schlabach is a financial advisor with Edward Jones in Southlake, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 14 years at Hi-Line, Inc. His outside activities include receiving royalties from oil interests through TransOil Marketing, LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Bailey Bynum is a financial advisor with Morgan Stanley in Southlake, TX, holding a Series 66 designation and 15 years of industry experience. Bynum has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Charles Tucker is a financial advisor with Fidelity Investments, holding a Series 66 credential and four years of industry experience. His prior roles include a decade at Wells Fargo Bank, NA, and a year at Wells Fargo Clearing. Outside of finance, he performs as a drummer in live music bands based in Denton, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic construction. The firm serves various investors and employs systematic methodologies alongside oversight of affiliated sub-advisers.

Shawn Carney is a financial advisor at Charles Schwab with 9 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his financial services career, he had brief roles at Uber and River Oaks Ranch. Charles Schwab 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 a centralized, integrated platform for advisory, brokerage, custody, and cash-sweep services.

Peter Phan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for 14 years. In addition to his advisory role, he also serves as an agent offering fixed insurance products and works with Denali Wealth Management as a financial planner. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Jason Roberts is a CFP® professional with seven years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, Hitachi Consulting Corporation, and Morgan Stanley. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated model combines non-discretionary advisory guidance with access to discretionary separate managed accounts and a formal alternative investment program.

Joseph Catalano is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios employing mutual funds, ETFs, and ETPs, with oversight of sub-advisers and a focus on addressing conflicts of interest.

Linda Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held positions at Rainbow Pharmacists Services, Ballpark Pharma Inc, Green Oaks Pharma Inc, and Care Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies to develop model portfolios.

Tiffany Smith is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan firms since 2011. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, handling bookkeeping and annual tax filings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.

Luke Richmond is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated structure that supports a wide range of advisory and custody services.

David Bedford is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Fidelity Investments in various roles since 2005. Outside of his advisory work, he is self-employed in painting, selling his artwork on eBay, and creating how-to videos on YouTube. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors, with offerings that include portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research and quantitative analysis.

Nicholas La Croix is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab Bank, SSB since 2019 and previously spent four years at Kroger. 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 guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Adan Lagunas is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes positions at TD Ameritrade and Pappas, as well as a role at BJ’s Restaurants. 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 separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently affiliated with Wells Fargo Bank, N.A. since 2005. Wolfe serves as an executor in a family-related fiduciary capacity. 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 utilizes research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.