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.

Elliot Alvarado is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he owns Mile Marker Trucking, LLC, a business planning to lease tractor trailers to local companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team.

Craig Marr is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Capital Corp. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. 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 employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a variety of intermediary platforms.

Tahesin Somji is a financial advisor at Morgan Stanley in Southlake, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 15-year tenure at Merrill and 13 years at Bank of America, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

Mark Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 2011. Outside of his advisory work, he serves on the Board of Directors and as President of the Lone Star Region of the Plymouth Owners Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Micah Beth is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Micah collaborates with clients to understand their financial goals and develop tailored financial plans aligned with their unique circumstances and objectives. Micah's experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2025, Investment Solutions Representative 2 in 2024, Investment Solutions Representative 1 from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects a broad range of experience within the company in client-facing and investment-related positions.

Tatiana Fried is a financial advisor with Morgan Stanley in Southlake, TX. She holds Series 63 and Series 65 designations and has four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Johnson and Johnson, Comcast, and Drexel University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone plans.

Megan Lawrence currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has comprehensive experience within the company, having progressed through positions including Central Relationship Manager from 2024 to 2026, Customer Relationship Advocate from 2023 to 2024, and an internship in the same area in 2022. Her professional focus is on assisting clients by understanding their individual financial situations and guiding them toward improved financial outcomes. Megan emphasizes personalized service aimed at fostering clients' confidence in their financial futures.

Paul Pittman is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 designations. Outside of his advisory work, he volunteers as a camera operator for the television ministry at Prestonwood Baptist Church in Plano, TX. 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 through a large network of financial advisors and offers a range of advisory programs and affiliated investment products.

Sterling Hartley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, also serving with JPMORGAN Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment management entities.

Ryan Odom is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for seven years and R&L Electric, Inc. for four years. He also has a minority ownership interest in Odom Private Wealth Management, PLLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services supported by Wells Fargo research and tools.

John Aughinbaugh is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at J.P. Morgan Securities since 2009 and Jpmorgan Chase Bank, N.A. since 2006. Aughinbaugh serves on several nonprofit boards, including FWSSS Scholarships, Inc., Baylor Scott & White All Saints Health Foundation, the Southwestern Exposition & Livestock Show, and the University of North Texas Health Science Center Foundation, where his roles involve scholarship funding, philanthropic support, and strategic guidance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on nondiscretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations, supported by related investment-management affiliates.

Kurt Kerrigan is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2003. In addition to his advisory role, Kerrigan is a CPA who prepares tax returns and is also a public notary. 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, wrap and model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and advisor tools.

Demaya Womack is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Investments and TIAA. Outside of her advisory role, she works as a caregiver for a patient with dementia. 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. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.