Brian Olcott is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Schwab entities since 2023. Outside of his advisory role, he manages a rental property listing on Airbnb for a family-owned condo at Keystone Ski Resort in Colorado. 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, offering investment guidance through multi-asset model portfolios and a centralized operational structure.

Nikki Louise Coro is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2016. Outside of her advisory work, she is involved with ICOE chip, a pet company based in Florida, where she performs recordkeeping and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Clark is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and LPL Enterprise LLC, having previously worked at Fisher Investments, Transamerica Capital, and Edward Jones. Clark is a partner in Stryder Asset Management, LLC, a personal family partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathan Archila is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Osaic since 2024. His prior roles include positions at Charles Schwab & Co., Inc., J.P. Morgan Securities, and Altruist Financial LLC. Osaic Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporate entities through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering brokerage and advisory services via various programs such as financial planning, Unified Managed Accounts, and third-party money manager options.

Jack Webb is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Kevin Mc Gowan is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked previously at TD Ameritrade, Bank of America, Merrill, and Baylor University. 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 alongside a formal alternative-investment onboarding process.

Isabel Gonzalez is a Series 66 licensed financial advisor with 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Long Vu is a financial advisor with Charles Schwab in Westlake, TX. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has diverse work experience including roles in education and small business operations. Charles Schwab 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 and discretionary investment management, utilizing multi-asset model portfolios, alternative investments, and integrated custody and brokerage services.

Meghana Shenoy is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering the industry in 2026. Her prior experience includes roles at Cambridge Associates, J.P. Morgan Private Bank, and WCM Investment Management. Shenoy’s background also includes time spent in education and a business role at ClassRanked LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds with oversight and governance procedures.

Michael Fiesel is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he held various roles including positions at Avantax and Ameriprise Financial Services. Outside of his advisory work, he has experience as a service associate at Kohl’s. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Ryan Finglass is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previous experience at Bank of America and Texas A&M University. Outside of finance, he is involved with Cheerleader Lady, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and diverse portfolio management strategies.

Jordan Greer is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and possessing four years of industry experience. His prior work includes roles at TD Ameritrade and various positions in technology and other sectors. In addition to advising, he is involved with Greer & Company, an independent business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services. The firm offers both non-discretionary and discretionary investment options with multi-asset model portfolios and a structured approach to alternative investments.

Toby Pickett is a financial advisor with Fidelity Investments, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity since 2001. Outside of advising, he works as a package sorter at an Amazon facility in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jonathan Stewart is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Investments and Wells Fargo Clearing. Stewart serves on the boards of two nonprofit organizations, including a church and a human trafficking survivor support group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

Kelsey Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining LPL in 2019, she worked with Cetera and Foresters Financial Services. Outside of her advisory work, she is the owner and entertainer of Fort Worth Princess Parties, a home-based business started in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Johnnie Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2003. Outside of his advisory role, he is an independent consultant for Scout and Cellar, a wine delivery service. 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 combines research from its Investment Institute and third-party sources to guide its investment approach.

Judith Sherman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She previously worked at Nexus Advisors for nine years and has been with MassMutual and its affiliated entities since 2004. Outside of her advisory role, she owns Cornerstone Wealth Strategies, a small business consulting and coaching firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars through a structured annual planning process that emphasizes collaboration and use of firm-approved analytics.

Lauren Tobben is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, she held positions at Linehaul Solutions LLC, ISTI Plant Services, and has an educational background from Baylor University. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is notable for its regulatory registrations and its advisory roles with multiple registered investment companies and fund-of-funds.