Chase Mcpherson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has served in the Texas Army National Guard since 2013. His tenure at Fidelity includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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. The firm is noted for its management of fund-of-funds structures, use of AI and systematic methodologies, and regulatory registrations uncommon among large institutional peers.

Bruce Mayberry II is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Charles Schwab, Bank of America, and Merrill. Outside of finance, he is an additional bank signer for Bella Roofing and Construction in Arlington, Texas. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Luke Gheta is a financial advisor with Charles Schwab and Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. since 2016. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Allison Westmoreland is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan since 2016. Outside of finance, she has experience in the medical supply industry through Fresh Air Oxygen and Medical Supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Natasha Moore is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop customized financial plans that align with their individual needs and goals. Natasha has been with Fidelity Investments since 2018, progressing through various roles including Central Relationship Manager, Investment Solutions Representative, and Nonqualified Plan Lead. This experience has provided her with a broad understanding of financial planning and investment solutions. Outside of her professional responsibilities, Natasha has interests in cooking and baking, football, movies, parenthood, and volunteering. She is also connected to military service.

Jennifer Burda is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at TD Ameritrade and has held roles in education and health reform. Outside of advising, she is involved in promoting health and wellness supplements. 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 large client base with an integrated advisory and brokerage platform that offers both non-discretionary guidance and discretionary separately managed accounts.

Christopher Meadows is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He began his career at Fidelity in 2001, progressing through positions including Service and Trading Representative, Premium Service and Trading Representative, and Financial Consultant. His extensive tenure at the firm spans over two decades, during which he has focused on building trusted relationships with clients. He emphasizes understanding each client's goals, values, and concerns through attentive listening, enabling him to provide personalized financial guidance. Christopher adheres to the ethical and professional standards established by the CFP® Board. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Christopher engages in family activities, fitness, and football.

Nina Nga Vu is a financial advisor with Charles Schwab who holds a Series 66 designation and has 23 years of industry experience. She has worked at Charles Schwab and its related entities since 2008, including her current role at Charles Schwab Bank SSB since 2022. Located in Westlake, TX, Vu has a longstanding career within the Schwab organization. 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 guidance, utilizing multi-asset model portfolios and centralized operational support across a large client base.

Todd Buckendorf is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with UBS since 1988. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored investment strategies.

Kris Morris is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch, Charles Schwab & Co, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held roles in logistics and retail. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Joseph Northern is a financial advisor at Charles Schwab based in Fort Worth, TX, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TD Ameritrade, among other firms. Northern's experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. 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 combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Scott Miller is a financial advisor at Ameriprise with 35 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he is the managing member of SM Watershed LLC and is involved with Pathsage LLC through a compensation-sharing arrangement. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Ian Yarmo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes three years at MAC Group before joining Fidelity Brokerage Services in 2018 and Fidelity Investments in 2025. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Robert W. Baird since 2013. Robinson serves as a board member of the Bobby Bragan Youth Foundation, a nonprofit that awards college scholarships to students based on an essay about their hero. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

William Foster is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Nationwide, JP Morgan Chase, Optum, Discover Financial, Huntington Bank, and Sedgwick. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and Schwab’s centralized operational infrastructure.

Justin Pasayan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Schwab in 2020, he worked with USAA in various financial planning and investment management roles from 2014 to 2020. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Steven Bagby is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2003. Strategic Advisers LLC, a Fidelity Investments company where Bagby works, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a combination of proprietary fundamental research and quantitative methods to construct model portfolios and serves multiple registered investment companies and fund-of-funds.

Rusti Gunn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Advisors and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

James Whalen is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Leeco Steel, and over a decade at Autobahn BMW. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.