William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Christopher Elizalde is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and spent 15 years at QuikTrip. Strategic Advisers LLC, a Fidelity Investments company, 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 is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Ryan Fleck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in the automotive sector and was self-employed for over a decade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methods and maintains a formal advisory role to multiple registered investment companies.

Dawson Hadnot is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Symmetry Financial Group and United Parcel Service. Outside of his advisory role, he operates an eBay store focused on creating and selling hats and other items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Thomas Hughes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Prudential Equity Group. Hughes serves on the board of directors for DCMS in Dallas. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets and serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach, offering both brokerage and advisory solutions.

Brent Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 32 years of strategic wealth planning and investment experience. He specializes in family wealth management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Brent creates customized portfolios and investment plans tailored to both wealth accumulation and income planning for affluent and high net worth families, individuals, and business owners. Brent holds a Bachelor's Degree from Texas Tech University and has earned the Professional Investment Advisor (PIA) designation. Before joining Merrill Lynch, he was a Senior Financial Advisor and Managing Director of Investments at Wells Fargo Advisors. He is committed to building personalized financial strategies, working closely with clients to help them pursue their long-term goals. Originally from Dallas, Brent has spent most of his life in the Dallas-Fort Worth area. He participates in community activities and enjoys a variety of sports and exercise, including weightlifting, cycling, golf, and swimming. In his personal time, he also enjoys cooking, both indoors and on the grill, as well as attending live music events with friends and family.

Lionel Claxton Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Charles Schwab. Outside of finance, he is involved in music as a musician, promoter, and manager with The Dirty Shirley's Band in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Tarannum Shams is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2015. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Brad Davis is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on developing long-term relationships with clients and their families to understand their unique situations and priorities. He works to help clients create long-term wealth plans that align with their goals. Brad has been with Fidelity Investments since 1996, holding various positions including Wealth Management Advisor, Wealth Planner, Financial Consultant, Investment Representative, Private Client Service Specialist, Premium Services Representative, Service Trading Representative, and Retirement Distribution Representative. His extensive experience spans multiple facets of financial services and wealth management. Outside of his professional responsibilities, Brad enjoys baseball, boating, spending time at the lake, and traveling.

Theresa Clark is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative process supported by proprietary research and tools, with enrollment limited to clients meeting certain investable asset criteria.

Darren Lewis is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Comerica Securities. Outside of his advisory work, he is an officer at Tride Investments, Inc., a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Andrew Ash is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Wells Fargo Investments, LLC. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Moore is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and teaching positions at several universities, including Hardin-Simmons University. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Kristin Wilson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Charles Schwab, Bank of America, Merrill, and Northwood University. Outside of finance, she was involved with WrapAround Designs for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized due diligence team and offers access to derivatives and commodities capabilities through specialized regulatory registrations.

Daniel Brickman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade from 2019 to 2024 and spent a year at Saint Joseph's University in 2016–2017. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory and affiliated discretionary managed account services. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services with access to multi-asset model portfolios and alternative investments.

Adrian Garcia is a financial advisor at Fidelity with 13 years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TIAA-CREF Individual & Institutional Services from 2016 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary management, fund advisory, and model portfolios.

Nicholas Tessmer is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously served 11 years in the US Navy before joining Primerica Financial Services in 2021. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively offered separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering investment models implemented by BNY Mellon Advisors.

Michael Burton is a financial advisor with Charles Schwab based in Westlake, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade and Stone Resources, and earlier gained experience outside finance at Take 5 Oil Change and Flooring Services. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.