Hunter Webb is a Series 66-licensed financial advisor with three years of industry experience, currently with Charles Schwab. Prior to Schwab, he worked at Fidelity Investments and has held various positions in retail and insurance. Charles Schwab 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 a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Jesus Gonzalez is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TD Industries. Outside of his advisory role, he has worked as a food delivery driver. 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 combines a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational systems.

Jorge Tueme is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

William Bartram is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with integrated brokerage, custody, and advisory services.

Angela Vongkhaophet is a financial advisor at Charles Schwab with six years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2019. Prior to her career in financial advising, she was a student from 2015 to 2019. 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 and a formal alternative-investment onboarding process.

Justin Parker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include working at TD Ameritrade Inc. and Charles Schwab & Co., Inc., and he has experience in operations and academia at the University of Texas at Dallas and Parker Operating Company. 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 advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and an alternative investments program.

Gregory Oconnell is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade, Inc. since 2016. 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 management services supported by strategic asset allocation and due diligence on alternative investments.

Hong Nhung Pham is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 63 license and has worked at Charles Schwab and Charles Schwab Bank since 2017. Her prior experience includes roles at World Financial Group, Cam Management LLC, and Top Tier Staffing. 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 a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and advisory operations.

Ryan Johnson is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Phillip Jacobson is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisers. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with unique features such as registration as a commodity pool operator and the use of AI in research.

Matthew Hull is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner at St Lawrence Grill Works, where he coordinates outsourced manufacturing and distribution and creates newsletter content. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michaela Austin is a Wealth Management Planning Consultant at Fidelity Investments, where she works on the Private Wealth Management Team to service high net worth clients with complex needs. She focuses on relationship building and utilizes an extensive product offering to assist families in navigating multi-generational planning by identifying and implementing strategies tailored to their unique situations. Her professional experience at Fidelity Investments includes roles such as Wealth Management Planning Consultant since 2026, Wealth Management Service Help Desk from 2025 to 2026, Central Relationship Manager from 2023 to 2025, Client Services Help Desk from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Outside of her professional work, Michaela has interests in instrumental music, reading, and writing.

Laura Beddor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes more than a decade at Ameriprise Financial Services and several roles at Avantax Advisory Services and related entities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment program structures and supervisory services.

Lauren Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2016. She focuses on developing strong relationships with clients and assisting them through various life transitions. Lauren works as part of a multigenerational family team, prioritizing the care of clients and their families by creating customized financial strategies that address their unique circumstances, goals, and objectives. Lauren's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree in Business Administration from Chapman University and a Master's degree in Family Dynamics with a focus on widowhood from Oklahoma State University System. Lauren's professional designations include Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In addition to her professional work, Lauren is passionate about helping women in crisis and volunteers with organizations such as The Gatehouse and Women's Philanthropy Institute. She is a member of Alpha Gamma Delta. Outside of work, she enjoys spending time with her family, traveling, reading, hiking, and practicing yoga.

Sherin Mansour is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Woodforest National Bank. Mansour is 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Danielle Cofield is a Branch Leader at Fidelity Investments, a position she has held since 2026. In her role, she focuses on developing talent and building a culture of accountability and continuous growth by setting clear expectations and providing direct coaching. Prior to her current role, Danielle held several leadership positions within Fidelity Investments, including Team Leader roles in Workplace Planning and Advice from 2023 to 2026, Client Services from 2020 to 2022, and Onboarding Leader in Client Services from 2022 to 2023. Through these roles, she has supported associates in expanding their capabilities and emphasized consistent achievement to create lasting value for clients. Outside of her professional work, Danielle's personal interests include cooking and baking, fitness, reading, singing, and playing tennis.

Roxann Darani is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, including her current role at Fidelity Investments. Prior to joining Fidelity, she worked as an independent contractor for three years. Fidelity’s Strategic Advisers LLC 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered funds and use of AI-driven research.

Mark Caputo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns Sage Natural Resources, LLC, a gas drilling lease company, and serves as a committee member for the City of Lewisville, TX 2035 Public Arts Planning Steering Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Darryl Lipinski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at UBS Financial Services before joining Charles Schwab in 2019. He also serves as a FINRA arbitrator, taking part in cases every few years after vetting for conflicts of interest. Charles Schwab 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment process.

Tanue Honore is a financial advisor at Edward Jones with 14 years of industry experience. He previously worked at PNC Investments and BBVA Securities from 2014 to 2023. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.