Danielle Thomas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Her career includes roles at Fidelity, BNSF, State Farm, and the City of Fort Worth Police Department prior to joining Schwab. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through a combination of non-discretionary and discretionary investment solutions, multi-asset model portfolios, and a comprehensive alternative investments program.

Woodrow Tippett Jr. is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has been with Charles Schwab since 2024, including roles at Charles Schwab Bank, SSB, Schwab Asset Management, and Charles Schwab Investment Management dating back to 2015. Charles Schwab 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 provides both non-discretionary and discretionary investment options, combining centralized supervision with a multi-asset investment approach and access to alternative investments.

Keyanna Russell is a Financial Consultant at Fidelity, a position she has held since 2022. She has been with Fidelity since 2018, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Her approach to financial planning centers on partnering with clients to develop, implement, and maintain customized plans that address each family's specific circumstances, with an emphasis on building relationships and understanding clients' unique stories. She holds an Arkansas Insurance License. Outside of her professional work, Keyanna is interested in golf, pets, pilates, running, and scuba diving.

Christopher Alvarez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, Comerica Bank, and Qualified Home Solutions LLC. He is based in Fort Worth, Texas. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Mikaela Spicer is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Charlie O'Shel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes eight years at TD Ameritrade and four years at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory role, he participates in Financial Peace University by assisting participants with budgeting and basic financial questions. Charles Schwab serves a large client base 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 provides a combination of non-discretionary advisory recommendations and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sergio Guzman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and affiliated entities since 2022, as well as TD Ameritrade and Wells Fargo in prior roles. 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 multi-asset model portfolios along with due diligence on alternative investments through its integrated operational structure.

Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Garrett Evans is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and TD Ameritrade since 2016. Outside of advisory work, he is the owner and CEO of Signate Elevators, LLC, a company involved in residential and commercial construction. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized custody, brokerage, and advisory services.

Michael Gaetano is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Charles Schwab, TD Ameritrade, and Nordic Security Services. Outside of his advisory work, he is the owner of Celtic Family Finance LLC and serves as a notary for Stifel, notarizing client documents. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Anthony Vasquez is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. Before joining Fidelity, he worked at Nebraska Furniture Mart and Marco’s Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Moniqua Pruitt is a financial advisor at Fidelity with a Series 66 credential and experience in the financial services industry beginning in 2020. Her prior roles include positions at Guardian Life, AIL, Goosehead Insurance, Nordstrom.com, and Flaire Extra. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies and use of systematic methodologies and AI tools in its investment process.

Kyoungmin Lee is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. Prior to joining Fidelity, Lee worked at American National Insurance and has experience in music instruction through independent contracting and as a sole proprietor managing a music studio. He is also associated with a family business producing handmade products. Fidelity’s Strategic Advisers LLC, where Lee is based, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using a broad investable universe.

Brooke Whigham is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her work history includes roles at Fidelity Investments, Equitable Advisors, Advalorem Tax, Metabologix, and Kemah Escape. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Andrew Yang is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at TD Ameritrade for six years before joining Charles Schwab, where he has been employed for four 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, offering a mix of non-discretionary advice and access to discretionary separately managed accounts within an integrated operational structure.

David Lucas is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2010 to 2022. 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 a multi-asset investment approach supported by centralized custody and order-routing services.

Bradley Jones is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Robert Baird & Co. since 2015. Outside of his advisory role, he serves as a substitute worship leader at University Baptist Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and non-traditional investment strategies.

John Hayes is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He is also a CERTIFIED FINANCIAL PLANNER™ and collaborates with his wealth management team to create customized financial plans aimed at helping clients progress toward their retirement goals. His professional experience includes several roles at Fidelity Investments from 2020 to 2023 as a Workplace Planning Consultant I, II, and III. Prior to that, he held various positions at TD Ameritrade between 2015 and 2020, including Client Service Specialist and roles in Investment Management Services and Investor Services. Earlier in his career, he was a District Leader at PFS Investments from 2011 to 2013. John holds insurance licenses in Arkansas and California. Outside of his professional work, his personal interests include cars, movies, music, soccer, tennis, and traveling.

Douglas Lins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. With over 25 years of experience in the financial industry, he specializes in assisting clients with the development of personalized strategies to build and maintain their unique wealth plans. Throughout his career, Douglas has focused on providing tailored financial consulting services. He holds an Arkansas Insurance License, which supports his expertise in offering comprehensive financial advice. Outside of his professional role, Douglas engages in various personal interests including family activities, fitness, golf, traveling, and volunteering.