Derrick Shipp is a CFP® professional with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles within Fidelity Investments Institutional Services, Brokerage Services, and Personal and Workplace Advisors. Outside of his financial advisory work, he is a commissioned security officer with the Texas Tactical Response Team. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves multiple registered investment companies with sophisticated advisory solutions.

Bennett Hunter Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Collin Geninatti is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at American Airlines and First Command Advisory Services. He is based in Fort Worth, 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Andrew Alsobrook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His previous roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Fidelity Investments. Outside of his advisory work, he serves as a referee for North Texas Soccer. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Thomas Andrews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions primarily in educational institutions and legal organizations. 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 to deliver model portfolios that include mutual funds, ETFs, and ETPs.

Eddie Holguin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Prior to his current role, he held positions in hospitality and media, including at Henry's Tavern and Multiview. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Matthew Crippen is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Dick's Sporting Goods and has been affiliated with Grand Canyon University since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. Its approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Melissa Harris is a CFP® and Series 66 registered financial advisor with Edward Jones in Fort Worth, TX, where she has worked for eight years. Prior to joining Edward Jones, she spent six years at Catholic Charities Diocese of Fort Worth, Inc. Harris serves as Board Chair of the YMCA of Metropolitan Fort Worth and is a director for the Burchell Youth Development Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard through a nationwide network of more than 23,000 advisors.

Brian Coker is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2005. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Jameson Robbins is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked nine years at the US Department of Homeland Security. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Justin Coop is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2013 and worked at Charles Schwab Bank from 2017 to 2018. Outside of his advisory role, he works as a weekend ride-sharing driver for 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized operations and a multi-asset, model-based investment approach.

Travis Crowell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Springs Wealth Group. Outside of finance, he is involved with Outdoor Lifestyle Strategies, LLC, a non-investment related venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Van Buskirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alta Bingham is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, having worked at Wells Fargo Bank NA since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Michael Vatter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Veritex Community Bank, and LPL Financial. Outside of his advisory role, he is involved in importing classic cars from Europe, primarily Germany. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Brenda Jurado is a Planning Consultant at Fidelity Investments, where she assists clients in creating comprehensive financial plans tailored to their individual goals and aspirations. She focuses on understanding clients' priorities to develop personalized strategies that aim to build a stronger financial future. Brenda has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Financial Consultant, Regional Sales Consultant, Senior Representative in Money & Asset Movement, and Financial Associate for Tax Exempt accounts. This diverse experience has equipped her with extensive knowledge across financial planning and investment services. Outside of her professional role, Brenda enjoys spending time at the beach, engaging in fitness activities, exploring culinary interests, participating in social events with friends, hiking, and reading.

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Ethan Mooney is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and two years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Bass Pro Shop. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a structured approach to alternative investments and cash-sweep services.

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.