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. His background includes roles at Baylor University and experience in customer service and physical therapy prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies in model portfolio development and its advisory role to registered investment companies.

Jennifer Pritchett is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, First Hawaiian Bank, and BancWest Investment Services. Pritchett is based in Westlake, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and research-backed alternative investment options.

Kristin Campbell is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at various firms including PNC Managed Account Solutions, St Johns Wealth Management, and BBVA Compass Investment Solutions. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

John Orear Jr. is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in other business ventures, including a family limited partnership where he assists with investment direction and tax preparation. OSAIC serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network.

Hanlu Ye is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019. Prior to that, she held roles at Bbva Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Weeks is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with multiple registered investment companies.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000. 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 also serves registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Chris Kotheimer is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Russell Jeanis is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliates since 2011, as well as at Peak American Investment Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he is a consultant to a pediatric dental practice and a partner in a real estate investing firm. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Lindsay Shoush is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various roles since 2013, including seven years with Fidelity Personal and Workplace Advisors. Outside of advising, she is the owner of mineral rights through Browning Oil Company, Inc., receiving royalty payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Cothran is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Texas Hill Country, Hawk Movers, and Texas A&M University. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Alyssa Love is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior work includes roles at North Star Resources and Main Event Entertainment, as well as multiple positions at Texas Tech University. Fidelity, through its Strategic Advisers LLC subsidiary, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kelci Mc Ginnis is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citibank, and First Bank. Outside of her advisory work, she is involved in an e-commerce business focused on selling marked-up inventory such as furniture and household decor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG criteria where appropriate.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Haley Crocker is a financial advisor at Fidelity with a Series 66 credential and one year of experience at the firm. Prior to Fidelity, she worked for Firefighters First Credit Union and had roles outside the financial industry, including positions at Hilliards Chocolates and Trader Joe's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Kate Buttarazzi is an advisor at Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation. She joined Baird in 2025 and has prior experience across various roles including positions at Miracle Mama, KCD, and HerStory. Outside of financial services, she has been involved in several other business activities, such as work with Miracle Mama and BrainCharge. Kate is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services supported by internal research and technology, including artificial intelligence, and had approximately $394 billion in regulatory assets under management as of December 31, 2025.