Tyler Chumley is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aimed at achieving their life goals. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative and Investment Consultant before assuming his current position in 2023. Prior to joining Fidelity, Tyler gained experience as a Registered Representative at TD Ameritrade and began his career as an Analyst at Goldman Sachs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys attending concerts, participating in family activities, social events, and volunteering. He is also an instrumentalist and visits museums during his personal time.

Ronald Parrish is a Financial Advisor at Merrill Lynch Wealth Management. He is associated with the Campanello Wealth Management Group, where he provides financial advisory services. He holds the professional designation of Personal Investment Advisor (PIA). Ronald Parrish earned a Bachelor's Degree from Baylor University.

Nichelle Davis is a Series 66-registered financial advisor with Edward Jones in Haslet, TX, where she has worked since 2013, totaling 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Jeff Culak is a Financial Consultant at Fidelity Investments, a role he has held since 2010. He has a long tenure with Fidelity, spanning 28 years, during which he has partnered with clients to support their pursuit of financial success. Jeff's experience at Fidelity includes several positions: Relationship Officer (2005 - 2010), Client Management Representative (2004 - 2005), Retirement Investment Services Proactive Representative (2001 - 2004), and Investments Specialist (1997 - 2001). He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeff's personal interests include cars, fitness, golf, hiking, and traveling.

Luke Strain is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes eight years at Southern Glazer's Wine and Spirits and a brief role at DoorDash. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, oversight controls, and advisory roles in registered funds.

Julian Harkless is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and two years of industry experience. His recent work history is primarily with Charles Schwab Bank, Charles Schwab Premier Bank, and Charles Schwab & Co., Inc. prior to joining the firm. Charles Schwab & Co., Inc. serves a large client base that includes 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 management solutions supported by centralized supervisory, custody, and order-routing systems.

Mitchell Peltier is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop comprehensive financial plans tailored to their unique financial situations, aiming to implement strategies that clients understand and feel confident in. Mitchell's experience at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles as Investment Solutions Representative I and II before attaining his current position. This progression reflects his growing expertise in investment solutions and client relationship management. No additional information regarding Mitchell's education, credentials, personal interests, or community involvement has been provided.

Nate Santiago is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual, Lowe’s, Smoothie King, Doordash, and Jump for Fun. 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 to build model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI methodologies in its investment process.

Arturo Rocha is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with multiple Raymond James entities since 2015 and has longstanding ties to Southside Bank and its affiliated investment services. Rocha provides financial planning and wealth management through Southside Investment Services and Southside Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network alongside specialized municipal and retirement plan advisory programs.

Michelle Roush is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at BB&T Securities, Bank of America, and Merrill. 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, supported by multi-asset model portfolios and alternative investment due diligence.

James Wheaton Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity and its affiliates since 2013, including a prior year at TD Ameritrade and one year at Equitable Advisors. 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 mutual funds, ETFs, and ETPs.

Jo'anthony Conde Schmidt is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, Schmidt held various roles across retail, manufacturing, and service sectors, including positions at Amazon, Walmart, and Springhill Suites. Merrill, along 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 a range of clients including individuals, pension plans, and charitable organizations.

Laurie Pertile is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Charles Schwab & Co., Inc. in Westlake, TX, where she has worked since 2019, including prior roles with TD Ameritrade, CFG Advisors LLC, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. 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 multi-asset model portfolios and centralized operational infrastructure.

Joseph Klain is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and The Keller Pointe. 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 mix of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and access to alternative investments, supported by a large-scale, integrated operational structure.

Dylan Beard is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Morgan Stanley and Bank of America, N.A. He is based in Fort Worth, TX. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Fudge is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His previous work includes roles at TD Ameritrade, Charles Schwab Bank, and retail positions at Texas Roadhouse and United Supermarkets. 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 accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Karlyn Niemeyer is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Neil is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Raymond James in 2021. Outside of advisory work, he manages FlynnRyder, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Danielle Schlech is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Ameriprise Financial Services, LLC in Hurst, TX. She has been with Ameriprise since 2018, following earlier roles at ProEquities, Inc. and Copelin Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ian Tomkins is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes five years each at JPMorgan Chase Bank NA and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard.