Brandon Stephenson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Securities LLC, Jpmorgan Chase Bank NA, Grant Thornton LLP, and Catalyst Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework as part of its investment approach.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. 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 client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Shanth David is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services and 1ST Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary programs.

Kayla Herron is a financial advisor at Fidelity with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Fidelity, she worked in education and nonprofit roles, including positions at Plano ISD and Big Thought. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Peter Philpott is a financial advisor with Robert W. Baird & Co. Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he is a passive joint owner of Industrial Refractory Services, Inc., a company involved in building furnaces and temperature controls. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that range from traditional equity and fixed-income strategies to more complex and non-traditional investments.

Sydney Webb is a financial advisor at Fidelity with one year of industry experience. Before joining Fidelity Investments in 2025, Webb worked for Texas A&M University Transportation Services and was involved with Hideout Burgers Mansfield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm is notable for its role as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of advanced technologies such as AI in portfolio management.

Gunnar Rogers is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop financial strategies aimed at achieving their short-, mid-, and long-term goals. His services include general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gunnar specializes in advising business owners on managing cash flow and assets by applying sound wealth management principles. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas A&M University. Beyond his professional role, Gunnar values his roles as a husband and father and strives to model humility and diligence in his life.

Bryan Rigg is a financial advisor with LPL Financial in Arlington, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at Founders Financial Securities, LLC, Cantella & Co., Inc., and Investment Advisors Corp. Outside of advising, Rigg is involved in publishing through Fidelis Historia and serves on the board of a school endowment at Fort Worth Christian Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a broad range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and technology-driven investment strategies.

Jay Brown is a financial advisor with Ameriprise in Arlington, TX, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Tiffany Clark is a CFP® with nine years of experience in the financial services industry. She is currently with Charles Schwab and previously worked at Schwab Private Client Investment Advisory, Inc. from 2016 to 2020. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Binod Rijal is a financial advisor with Merrill in Irving, TX, holding Series 63 and Series 66 credentials and has 19 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he contributes freelance articles on topics such as philosophy, politics, and personal experience to newspapers and journals. 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, and institutional investors.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Republic Finance, MK Empire Realty, and several other organizations. 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 across a range of investment vehicles.

Audra King is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been with Mass Mutual Investors Services since 2021 and has worked with MassMutual Life Insurance Co. since 2019. Outside of her advisory role, she serves on multiple boards, including educational and hospital foundations, the Odessa Chamber of Commerce, and a community counseling center, in addition to participating in local government planning and zoning activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap and money-manager options, and educational seminars, emphasizing collaborative, goal-based financial planning.

Steven Hanes is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial before joining Cetera in 2019. Outside of his advisory role, he is a part-owner of a grocery store business and operates Hanes Wealth Management as a DBA for his Cetera practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Dunn is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked with both AISD and Mansfield ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Shelby Griffing is a financial advisor at Charles Schwab with eight years of industry experience. Prior to joining Schwab in 2018, Griffing worked at TD Ameritrade for three years and was employed at Luna Grill from 2016 to 2018. Griffing holds the Series 63 and Series 65 designations. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment process.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Jakob Kehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Baylor University and Peak Physical Therapy. Fidelity’s Strategic Advisers LLC 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. The firm is noted for its use of systematic methodologies, model portfolio delivery, and its advisory role to multiple registered investment companies.