Adaryl Davis is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade from 2012 to 2024. 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 advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Dakota Soward is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Dakota worked at Rodd & Gunn, Tommy Bahama, Adidas, and Pei Wei in various roles. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ryan Stepp is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 registrations and bringing nine years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Prior to his financial services career, he was involved with The Bedford Farmers Market for six years. 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 offers multi-asset model portfolios supported by independent research and alternative investment options.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Walter Burroughs is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Ameriprise. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of AI-driven methodologies and its regulatory roles, including registration as a commodity pool operator.

Drew Duncan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 registrations and one year of industry experience. He has been with Wells Fargo Bank since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm leverages research and analytics to offer both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Brianne Moreno is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at PennyMace Loan Services and Credit Union of Texas. Outside of finance, she has experience with the Dallas Symphony Orchestra and in modeling. Fidelity's affiliate, 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 manage a broad range of investment products.

Thomas Shannon is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. He 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and alternative investment options.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 65 credentials and has 38 years of industry experience, including prior roles at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory work, she co-owns a gas lease that generates royalties from mineral rights beneath her primary residence. 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 extensive research and analytics.

Courtney Peters is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services, LLC, Resolute Wealth Partners, Watermark Adviser Solutions, and The Center for Heart Led Leadership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Jeffrey Beck is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at The Vanguard Group, Personal Capital Advisors, E*TRADE Capital Management, and TD Ameritrade. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Darrell Nichols is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Charles Schwab since 2017, following previous roles at TD Ameritrade and Asset Management Corporation. 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 investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure provides centralized advisory, brokerage, custody, and cash management services to a large client base.

Alisa Davis is a financial advisor at RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 65 designations with 19 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Eric Schein is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Transamerica and academic work at the University of Texas. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Christopher Rone is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked across multiple Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, operating with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients including charitable funds and registered investment companies, and employs model portfolios constructed from a broad investable universe.

Nicholas Porter is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work history includes roles at Bank of America, TD Ameritrade, and BBVA USA. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Silas Wade is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked in event management and the food service industry, including roles at NW Event Management Group and Jersey Mike's Subs. He also has experience with Portland Catering Company and Tarascio Financial Planning. 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 services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its in-house research and alternative investments platform.

Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

Kevin Reynolds is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked at Homecare Homebase for five years and held roles at Lyft and Uber. 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 SMAs, employing multi-asset model portfolios and a formal alternative-investment onboarding process.

Courtney Small is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 license and six years of industry experience. Prior to joining Schwab, Small worked at Edward Jones and had roles in promotional and business solutions companies. 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, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.