Gameel Tannous is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. He is based in Westlake, TX. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and alternative investment options.

Raechel Artz is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2021, as well as positions outside finance at Instacart, Southwestern Adventist University, Crowley ISD, Tarrant County College, and the YMCA of Metropolitan Fort Worth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with fund advisory and model portfolio solutions.

Benjamin Davis is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2019 in various roles. He has gained experience as an Investment Management Consultant and Client Management Representative at Fidelity, and has also worked as a Private Wealth Advisor at Oakwell Private Wealth Management LLC. Prior to this, he held positions at Charles Schwab and Fidelity Investments focusing on client relationship and financial representation. As a CERTIFIED FINANCIAL PLANNER® professional, Benjamin focuses on understanding clients' financial goals and developing tailored plans to assist them in making informed decisions. His approach emphasizes building strong, trust-based relationships to address clients' financial needs effectively. Benjamin holds insurance licenses in Arkansas and California. Outside of his professional commitments, his personal interests include comedy, football, golf, music, tennis, and volunteering.

Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.

Jose Aguiar is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has previous experience at Auto Rescue Solutions and the University of Texas at Dallas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Miller is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade entities. Outside of his financial career, he has appeared as a guest co-host on a local radio show discussing politics and news. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated service model, and multi-asset investment approach.

Sui Tiong is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade, where he worked for a combined 27 years. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and use of multi-asset model portfolios.

John Muse is a financial advisor with LPL Financial in Flower Mound, TX, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, Muse is a licensed agent with Blue Cross Blue Shield and has interests in oil and gas leasing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, offering access to model portfolios, third-party asset management, and institutional platforms.

Kyle Christensen is a financial advisor with Charles Schwab, holding a Series 66 credential and 19 years of industry experience. His work history includes roles at various Charles Schwab entities since 2018, with prior experience at Morgan Stanley and M Holding Securities. Outside of his advisory work, he provides consulting support in accounting and finance for his wife's interior design business. 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 affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options.

William Haider is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Electronic Channel Support, Investment Solutions Representative I and II, before assuming his current position in 2025. In his role, William partners with clients to develop customized financial plans that align with their individual goals and preferences. Throughout his tenure at Fidelity Investments, William has focused on building trust and delivering reliable, competent service. His experience spans various aspects of investment solutions and client support, enabling him to assist clients effectively in their financial planning. Outside of his professional responsibilities, William is engaged in family activities, social events with friends, music, reading, and volunteering.

Jason Grigsby is a financial advisor at Charles Schwab with 11 years of industry experience. He has held positions at Charles Schwab since 2021 and previously worked at TD Ameritrade from 2014 to 2021. Outside of his advisory role, he is the sole member of Vlosity Learning LLC, a technology services firm focused on developing educational apps for infant and toddler learning. Charles Schwab & Co., Inc. serves a large client base that includes 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 SMAs and offers centralized custody and brokerage services.

Rosa Kiphen is a CFP® with five years of industry experience, currently serving at Charles Schwab. Her prior roles include positions at TD Ameritrade, First National Bank Texas, and a variety of service and retail companies. Charles Schwab & Co., Inc. serves a large client base primarily composed 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, utilizing multi-asset model portfolios and due diligence on alternative investments.

Julie Hogan is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. She previously worked at LPL Financial and Fort Worth Community Credit Union for 13 years. Outside of her advisory role, she is also an investment associate at 1880 Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Steven Gale is a Series 66-credentialed financial advisor at Charles Schwab with 22 years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. before joining Charles Schwab in 2022. He is based in Westlake, Texas. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Taylor Cowan is a financial advisor at Charles Schwab with seven years of industry experience. He has held roles at Charles Schwab since 2019 and previously worked at Glenview Professional Pharmacy and Iowa State University. Cowan holds a Series 66 designation. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and proprietary research.

John Carlson is a financial advisor with Charles Schwab in Westlake, TX, holding CFP® and Series 66 designations and 17 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2013. Carlson is also an owner of a residential rental property. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal process for alternative investments.

Joshua Klingen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Charles Schwab and Co., Inc. since 2022 and previously held roles at TD Ameritrade and MassMutual Dallas-Fort Worth. 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 advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment options, with a multi-asset model portfolio approach and centralized operational support.

Nathan Andersen is a financial advisor with Charles Schwab, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab & Co., Inc. since 2018, as well as previous positions at Cottonwood Residential and Quiktrip. Outside of his advisory work, he owns a music production and entertainment services business, Ruminari Sounds LLC. 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 and discretionary investment management, financial planning, and custody services within a large, integrated broker-dealer and investment adviser platform.

Regon Jefferson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Spark and Regions, and was involved in various delivery and marketing roles. Outside of his advisory work, he continues to work as an independent contractor in ride-sharing and grocery delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.

Andrew Martz is a financial advisor with LPL Financial in Southlake, TX, holding CFP® and Series 66 credentials and 19 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.