Ashley Jesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Schwab in 2023, she worked at TD Ameritrade for five years. Outside of her advisory role, she works as a receptionist at Sharkey Cuts for Kids in Southlake. 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 both non-discretionary and discretionary investment options, combining a multi-asset model portfolio approach with centralized custody and order-routing services.

Amparo Mauricio is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Bank of America. Mauricio is based in Westlake, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Whitney Welch is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding the Series 66 designation and having 8 years of industry experience. Prior to joining Baird in 2018, Welch worked at Temple Days for one year. She serves as a board member for the Benbrook Elementary School PTA. Whitney is part of The DDK Group within Baird’s Private Wealth Management department, which offers financial planning and investment management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence.

Alexander Ranieri Jr. is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Oley is a financial advisor with Wells Fargo Clearing in Grapevine, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Comerica Securities, Inc. for eight years before joining Wells Fargo in 2019. His spouse owns and operates a health coaching business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of financial products including insurance-related vehicles and bank deposit sweep options.

Adel Nasser is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, the University of Texas at Dallas, and Apple. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Shelton is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investment Solutions and Fidelity Investments, as well as experience in the automotive sector with Sewell Fleet Management and Automotive Resources International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.

Nathan Carpenter is a financial advisor at Merrill with Series 63 and Series 65 credentials and 54 years of industry experience. His career includes long-term roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Merrill, spanning over five decades. 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 using model-based and discretionary investment strategies created by internal and third-party managers.

Bradley Hackler is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with LPL Financial since 2011. He operates Hackler Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Payton Mccubbin 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 at Farmers Cooperative and FuturesOne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI and systematic methodologies.

Landon Cruse is a financial advisor with Charles Schwab who holds a Series 66 credential and has eight years of industry experience. His career includes multiple roles at Charles Schwab & Co., Inc. dating back to 2017, with prior experience at Fidelity Brokerage Services LLC. Outside of his advisory work, he owns a rental property. 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 combines non-discretionary client relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and a formal alternative-investment due diligence process.

Lina Luu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and BBVA Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked extensively with Avantax and maintains ownership of Buchanan & Company PLLC, a CPA firm providing accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for the Buchanan Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party money managers, overseeing more than $250 billion in assets and supporting over 10,000 advisors nationwide.

David White is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is an owner of a rental property in Panama City Beach, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Matthew Visker is a Series 66 licensed financial advisor at Merrill with three years of industry experience. He has worked at Merrill since 2023 and also has experience at Bank of America and prior roles in education with Baltimore City Public Schools and Johns Hopkins 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aja Gross is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PNC Investments, Merrill, Bank of America, and JPMorgan Chase. Gross is based in Fort Worth, TX. 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.

Marc Vasquez is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 65 and Series 63 licenses and joined Wells Fargo Clearing in 2025. His prior experience includes roles at Wells Fargo Bank, Pinnacle Bank, and First Financial Bank, along with positions in various other industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Di Gregorio is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade, Royal Alliance Associates, and Td Waterhouse. Outside of advising, he works as a guest services ambassador at sports and entertainment events. 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 incorporates multi-asset model portfolios with centralized custody and order-routing arrangements.

Randall Kirk is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, Navy Federal Credit Union, and the University of Texas at Dallas. 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.