Jennifer Gingrich is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Jeremy Ottens is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of finance, he is the owner of Denton Coffee Collab, a coffee roastery where he manages operations, sales, and distribution. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jordan Benavides is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Popp Hutcheson PLLC and the American Bank of Commerce. Charles Schwab serves a large client base, 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 research and a formal alternative investment program.

Joshua Kelsey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles with Power Home Remodeling and service in the U.S. Army from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Timothy Forrester is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, following three years at Wells Fargo Bank. Outside of his advisory role, he is the managing member of Villatic Holdings LLC, a dormant entity focused on future residential properties. 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, supported by centralized custody and operational infrastructure.

Blayne Fugere is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill and Bank of America in 2026, Fugere worked at Fidelity Investments for six years. Outside of finance, Fugere has experience in education with Cleburne and Duncanville Independent School Districts and involvement with the Rapides Symphony Orchestra. 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 plans, corporations, and charitable organizations.

Meng Boulware is a financial advisor at Fidelity with seven years of industry experience. Their prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and academic positions at Peking University’s Guanghua School of Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Brenda Devore is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2017, following 15 years at Edward Jones. Outside of her advisory role, she co-owns Excellent Dealer Services with her spouse and serves as a legal guardian. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm’s advisors develop tailored recommendations using proprietary research and planning tools, delivering them through meetings and written summaries with optional implementation.

Kathryn Buiel is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ryan, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Douglas Kennedy is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018. In addition to his advisory role, he serves in the Oklahoma National Guard and is affiliated with the University of North Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 multi-asset investment approach supported by research and centralized operational infrastructure.

Duncan Strickland is an advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles in academia at the University of Texas at Arlington and Tarrant County College. Outside of finance, he spent seven years with Prime Landscape Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios through systematic methodologies and oversight controls.

Jonathan Whitfield is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the personal and financial goals of his clients and leverages Fidelity's resources and strategies to help them work toward those objectives. He has a professional background that includes roles as a Portfolio Specialist at Fidelity Investments from 2019 to 2021, Financial Advisor at Edward Jones from 2018 to 2019, and various positions at TD Ameritrade and First Command Financial Services dating back to 2013. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan's personal interests include baseball, football, golf, family activities, parenthood, and reading.

Lilly Le is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Charles Schwab, TD Ameritrade, and Bath & Body Works. Prior to her advisory career, she was involved in small business ventures such as Mr. Hibachi LLC and Crab Station. 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 combination of non-discretionary and discretionary investment options with centralized custody and operational support.

Allison Hughes is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services since 2007. Hughes is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios across various platforms.

James Ceman is a financial advisor with Charles Schwab in Westlake, TX, holding the ChFC® designation along with Series 63 and 66 licenses. He has eight years of industry experience, including five years at TDAmeritrade and four years at Charles Schwab. Prior to his financial services career, he held positions with Door Dasher, Lyft, and Hadaway Towing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide centralized custody and trading with a client relationship model combining written guidance and optional discretionary management.

Oscar Zepeda is a Financial Consultant with extensive experience in the financial services industry. He has held various roles at Fidelity Investments, including Portfolio Specialist from 2021 to 2025, Client Management Representative in 2021, Workplace Planning Consultant from 2018 to 2021, and Retirement Relationship Manager from 2011 to 2018. Oscar approaches his work by listening carefully to each client's goals, values, and life circumstances to provide personalized strategies aimed at protecting their assets and helping them achieve their financial objectives. His approach is centered on building long-term partnerships based on trust, transparency, and education. He holds insurance licenses in Arkansas and California. Outside of his professional work, Oscar enjoys cooking and baking, family activities, hiking, running, skiing, and soccer.

Todd Love is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and provides personalized investment guidance tailored to their unique needs. He employs a consultative approach to deliver insight, education, and ongoing support to help clients make informed decisions and build long-term relationships founded on trust, integrity, and service. Todd's professional experience includes progressive roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to that, he served as a Financial Service Representative at Charles Schwab and worked as a Loan Consultant at Caliber Home Loans from 2021 to 2023.

Estevan Troche is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020, following prior roles at TD Ameritrade, Inc., Thyssenkrupp Elevators, and Usaa. Outside of finance, he provides part-time DJ services for weddings and private events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by centralized custody and research resources.

Mark Pedersen is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at TD Ameritrade for 12 years before joining Charles Schwab in 2021. Outside of finance, he coordinates shipping operations for an aerosol mold release product through a chemical manufacturing and logistics business. Charles Schwab 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 offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Randall Pope is a financial advisor with Edward Jones in Flower Mound, TX, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.