Grant McGuire is a CFP® and CFA® with 11 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services from 2016 to 2024. 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 follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Brown is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of finance, he is involved in television acting in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through diverse strategies.

Levi Solmose is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and UBS Financial Services prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory services supported by research and analytics.

Victor Lazcano is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Charter Communication and Phoenix Technology Services, among others. He also served as a sergeant in the U.S. Army. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and cash-sweep services primarily to 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 a multi-asset investment approach supported by proprietary research and alternative investment options.

Jennifer Shields is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill since 1991. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lourcey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera and Ameriprise Financial Services, Inc., as well as managing his own advisory practice through Walton Lourcey Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Ryan Marquardt is a CFP® with 18 years of industry experience currently at Fidelity. He has held various roles within Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Brent Herren is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab and TD Ameritrade in various capacities. Outside of his advisory role, Brent serves on the board and finance committee of Hope Community Church of the Nazarene in Denton, Texas. 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 solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Erin Kolp is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Carnegie Homes for five years and Endeavor Wall Homes for thirteen years. Outside of her advisory role, she is a consultant for Rodan + Fields, assisting clients with product orders and inquiries. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Robert Williams is a CFP® professional with 31 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Fort Worth, TX. His career includes roles at JPMorgan Chase Bank, N.A. since 2003 and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, and includes broader derivatives and commodities capabilities through affiliated entities.

Liam Spagnolli is a financial advisor with Wells Fargo Clearing in Southlake, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Bank of New York and Fidelity Investments. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in client assets.

Sean Riley is a CFP® professional with 15 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of his advisory work, he operates a small woodworking and carpentry business. 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 separate managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Michael Raich is a financial advisor at Edward Jones in Southlake, TX, holding CFP®, ChFC®, and Series 66 designations with 8 years of industry experience. Before joining Edward Jones in 2018, he worked at Cook Children's Healthcare System from 2015 to 2017. He serves as treasurer for the Keller High School Theater Boosters organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Terri Lynn Singletary is a financial advisor with Wells Fargo Clearing in Midland, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 1994. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Colton Morgan is a Planning Consultant at Fidelity Investments. He currently partners with clients to enhance the efficiency of their financial plans and support them in achieving their financial goals. He has been with Fidelity Investments since 2020, serving in roles including Workplace Planning Consultant from 2020 to 2024, Central Relationship Manager from 2024 to 2026, and Planning Consultant from 2026 to the present.

Donalee Gonzales is a CFP®-designated financial advisor with LPL Financial, based in Flower Mound, TX, and has 18 years of industry experience. She previously worked at D.A. Davidson & Co., Crowell Weedon & Co., and Wedbush Securities Inc. Gonzales operates under the Mountain View Financial Group name as part of her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Rachel Florence is a financial advisor at Robert W. Baird & Co. based in Fort Worth, TX, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Fauxcades Inc. from 2016 to 2021. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-management techniques, supported by internal research and tools including artificial intelligence, to deliver investment advice.

Betty Jo Hutton is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2018 and has served in various capacities including Financial Consultant and Investment Solutions Representative. Prior to entering finance, she worked as a teacher at Mansfield Independent School District. In her current role, Betty Jo focuses on helping clients navigate important financial decisions by taking an educational approach to financial planning. She aims to simplify financial concepts and empower clients to create and implement confident financial plans. Betty Jo holds an Arkansas Insurance License. Outside of work, she enjoys reading and traveling.

Jamahl Williams is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Ottobock Healthcare. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, its advisory work with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Cade Wolston is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2014. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.