Jad Daouk is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including prior roles at TD Ameritrade and Wells Fargo. He also spent a year at the University of Texas at Arlington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Thane is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Board of Trustees for Metroport Meals on Wheels. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.

Vanessa Samples is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she worked in various roles at Staples, Goodtree Healthcare, Qualfon, and McDonald's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and is noted for its formal advisory role to registered investment companies and use of systematic methodologies in portfolio management.

Monica Stanley is a Series 66-registered financial advisor with nine years of industry experience. She currently works at Charles Schwab and previously held roles at First Command Financial Services, PM Squared, Core Insurance Group, Frost Brokerage Services, Frost Bank, and Edward Jones. 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, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Edgar Espitia is a Planning Consultant who works closely with clients to develop personalized financial plans tailored to their unique goals and values. He focuses on building meaningful and lasting relationships to provide guidance suited to each stage of their financial journey. Edgar's approach aims to empower clients with clarity and confidence in their financial planning. Prior to his current role, Edgar gained experience at Fidelity Investments, where he served as an Investment Solutions Representative from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. These positions provided him with a foundation in investment solutions and client relationship management.

Fernando DeGracia is a Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with clients to develop and maintain personalized financial plans aimed at growing, protecting, and managing their wealth over time. His experience within Fidelity Investments includes serving as Workplace Planning and Guidance Manager from 2015 to 2017, Guidance Support Specialist in 2015, and Workplace Planning and Guidance Consultant from 2014 to 2015. This progression reflects his comprehensive knowledge of financial planning and client guidance. Fernando holds insurance licenses for Arkansas and California, supporting his capacity to provide informed advice concerning insurance matters.

Clint Spradlin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2009. He has been with Fidelity for 16 years, focusing on partnering with clients and their families to create investment and financial plans aimed at helping them pursue their goals. Prior to his career in financial services, Clint served five years in the Marine Corps, where he was a presidential guard at the White House under President George W. Bush. Clint holds an Arkansas Insurance License and brings a disciplined approach to his financial consulting, drawing on his military background. Outside of his professional responsibilities, he is engaged in family activities and enjoys fishing, golf, and reflecting on his military service. Parenthood is also a significant part of his personal life.

Brian Bolger is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at National Financial Services and various engagements related to the University of Texas at San Antonio and Utah Football. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Kasey Buckner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and has been affiliated with Granite Financial since 2000. Buckner also serves as Vice President of Granite Benefits Inc., a corporation that markets and sells fixed insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management platforms and proprietary model strategies.

Jonathan Massegee is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes seven years 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 financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Mackenzie Schaibly is a Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX, and has two years of industry experience. Prior to joining Charles Schwab, Schaibly held various positions in the hospitality and banking sectors, including roles at Coyote's Adobe Cafe and Central Bank. 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 and discretionary investment options, combining multi-asset model portfolios with centralized operational and supervisory support.

Kayla Washington is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and AT&T. Outside of her advisory role, Kayla owns a small baking business, KayKstries, specializing in cakes and pastries for commission. 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 advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Robert Venable is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 1999, including Fidelity Brokerage Services Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios composed of mutual funds, ETFs, and ETPs, often delegating day-to-day management to sub-advisers.

Tana Mossa is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and self-employment. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an alternative investments program, supported by a centralized and integrated operational structure.

Stanley Schiewe is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera in Bedford, TX. He has held various roles at firms including Avantax, Northern Lights Distributors, Sierra Investment Management, and others. He also serves as a financial advisor with Roadmap Wealth Management, providing services such as retirement planning, estate planning, and investment portfolio reviews. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers.

Lydia Smith is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Fidelity Investments. Outside of her advisory role, she has served as a Senior Account Associate at Nolan Financial Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including legacy transition programs.

Antowon Shade is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has held positions at Cetera since 2025 and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fidelity Investments. Shade is based in Dallas, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Dustin Alexander is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo in various capacities since 2006, with a two-year period at Ameriprise Financial Services, Inc. from 2016 to 2018. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Bryan Young is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Thrivent Financial. 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 relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody services.

Jacob Madu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, his work experience includes roles in retail and logistics companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.