Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Campsey is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of nearly 24,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Ludwinski is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes positions at Wells Fargo Bank, DoorDash, and the University of North 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Shannon Copeland is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brady Harris is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including High Net Worth Service Associate, Help Desk in Client Services, Workplace Planning Consultant, Benefits & Planning Consultant in Executive Services, and Financial Consultant I before assuming his current position in 2025. His professional experience encompasses financial consulting and benefits planning, with a focus on helping clients plan for long-term financial well-being. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady has interests in food, movies, music, pets, photography, and traveling.

Sandra Davidson is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Clayton Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his financial career, he spent five years at Pluckers Wing Bar. Fidelity’s Strategic Advisers LLC offers 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 registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Ernest Trader is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive roles such as commodity pool operator registration and formal advisory responsibilities to multiple registered investment companies.

David Smith serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been dedicated to helping families understand their financial needs, identify risks, and develop plans aimed at achieving financial security. Prior to his current position, David worked as a Retirement Relationship Manager at Fidelity Investments from 2006 to 2012 and as a Financial Advisor at Ameriprise Financial from 2005 to 2006. He holds insurance licenses in Arkansas and California. Outside of his professional work, David engages in activities such as fishing, football, outdoor adventures, and volunteering, and he values his role in parenthood.

Robert Knous is a financial advisor with OSAIC based in Southlake, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for ten years. Outside of his advisory role, he is active as an insurance agent specializing in life and health insurance and owns a personal S corporation for income and tax reporting. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides a range of financial services and uses asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ryan Dignum is a CFP® credentialed advisor with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after eight years at Commonwealth Financial Network and prior roles at First Command Advisory Services and First Command Financial Planning. Outside of advisory work, he operates a tax preparation service serving approximately 50 individual clients annually. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance work uncommon among large institutional advisors.

Kyle Smith is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. He has held positions at Midwestern State University and Tarrant County College prior to joining Equitable Advisors in 2025. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and endorsed TAMPs.

Benjamin Pyron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior career includes roles at Stine Enterprises LLC and Hawaiian Bros Island Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Schwab in 2019, Mitchell worked at J. P. Morgan Chase and PLS Check Cashiers. 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 and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nader El Zacuhra Cuadrado is a Resident Director and Wealth Management Advisor at Merrill Lynch. He provides comprehensive financial advisory services focused on helping families preserve assets, manage taxes, plan estates, and navigate retirement income matters. Additionally, he works with entrepreneurs on business growth, employee benefits, cash flow management, concentrated stock, retirement plans, and coordinated exit strategies. Nader takes a collaborative, team-oriented approach to wealth management, engaging specialists such as CPAs, estate attorneys, and M&A professionals to align strategies with his clients’ long-term goals. With over a decade of experience on Wall Street and since joining Merrill Lynch Wealth Management in Washington, DC in 2011, Nader is a CERTIFIED FINANCIAL PLANNER™ professional with several advanced credentials. These include the Certified Private Wealth Advisor (CPWA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a bachelor's degree from Towson University and an MBA from Hofstra University. Nader is fluent in English and Persian. Outside of his professional work, Nader and his family are active members of their community in Alexandria, VA. He is involved with the Tahirih Justice Center and affiliated with the Baha'i Faith. Nader’s personal interests include baseball, basketball, football, golf, and spending time with his family.

Rebecca Prichard is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at TD Ameritrade and AR Services, as well as work with Fundraise with Unique. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

James Hill is a Planning Consultant with experience in retirement planning, having worked at Fidelity Investments in various capacities from 2021 to 2026. His roles included Retirement Planner Associate, Retirement Planner, and Director, Retirement Planner. He holds insurance licenses in Arkansas and California, enabling him to provide insurance-related financial guidance. James works with families to understand their financial needs and goals to co-create financial plans aimed at achieving financial security. Outside of his professional work, James has interests in board games and football.