Kelly Edwards is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo and Northern Trust. Edwards is currently based in Westlake, TX. 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 discretionary separately managed accounts, offering multi-asset model portfolios, due diligence on alternative investments, and centralized custody and order-routing services.

Bradley Heller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and has held various roles outside the financial industry, including positions at Amazon and teaching at Kingwood High School. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering a range of portfolio management and advisory solutions that integrate fundamental research with quantitative and algorithmic techniques.

Jonathan Shoush is a financial advisor at Charles Schwab with 20 years of industry experience and holds a Series 66 designation. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2025 before joining Charles Schwab in 2025. 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 mix of non-discretionary and discretionary investment management through multi-asset model portfolios, supported by centralized operational and supervisory structures.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, he owns Omega Squared Capital Management, through which he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment options through multiple platform arrangements and supports both discretionary and non-discretionary strategies tailored to client objectives.

Zachery Moreau is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2019 and held previous roles at Veritude, TD Ameritrade, and Power Home Remodel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and employing oversight controls to address conflicts of interest.

Kevin Howard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at New York Life and NYLIFE Securities, with a decade of experience at Entertainment Partners. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm provides a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Carson Albright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2014. Outside of his advisory role, he is involved in agriculture as a sole proprietor, growing vegetables and raising livestock. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alberto Hurtado is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Stentz is a financial advisor at LPL Financial in Bedford, TX, holding a Series 66 designation with three years of industry experience. He previously worked at Edward Jones for three years and has served in various roles including community credit union and school district positions. Outside of finance, he is associated with RTC Holdings, Inc., which involves royalty interests. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with services for both discretionary and non-discretionary management.

Jesse Martinez is a CFP®-credentialed financial advisor at Charles Schwab with four years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and was self-employed. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering non-discretionary financial planning and investment advisory services alongside access to discretionary separately managed accounts and alternative investments through its integrated wealth management platform.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Charles Schwab in 2017, he worked for Fidelity Brokerage Services LLC from 2015 to 2017. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and due diligence.

Stephen Sumner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at FedEx, BYU Idaho, Towne Park Ltd., The Orange Peel, Captioncall, and Zumiez Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a diverse client base including charitable funds and registered investment companies.

Sheila Simpsen is a Planning Consultant at Fidelity Investments. She has been with Fidelity Investments since 2023, initially serving as a Transition Services Specialist before moving into the role of Investment Consultant in 2024. In 2025, she became a Planning Consultant, focusing on assisting clients in developing clear financial plans and helping them navigate towards their goals with resilience. Throughout her career at Fidelity, Sheila has built experience in financial planning and investment consulting. She works closely with clients to help them pursue their desired lifestyles through crafted financial strategies. Outside of work, Sheila spends time with her husband and their adult children. She has personal interests that include fitness, football, kayaking, pets, pilates, and traveling.

Reece Brown is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 designations with two years of industry experience. His prior work includes roles at Bank of America, Charles Schwab, Modis/Akkodis Inc, and Men's Wearhouse. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party management approaches.

Parker Bow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at Fidelity since 2019 and prior work with Corporate Design Inc. and Southlake Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and fund-of-funds and employs systematic methodologies supported by oversight controls and AI-driven research.

Grant Scoggins is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to develop personalized retirement strategies that align with their goals, focusing on collaboration and clear planning to simplify complex financial decisions and create comprehensive retirement roadmaps that balance growth and protection. Grant has progressed through several roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, then advancing through Investment Solutions Representative I and II positions before attaining his current role in 2025. His experience reflects a sustained commitment to client service and investment solutions within the firm. Outside of his professional responsibilities, Grant has interests in fitness, food, football, social events with friends, golf, and music.