Catherine McGrath is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2019, following prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and strategic partnerships.

Jackson Norman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously held positions at Hatfield Advisors, Colonial Country Club, the University of Oklahoma, and Trinity University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research, analytics, and diversification principles in its investment approach.

George Mason is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at supporting their long-term goals. He leverages Merrill’s investment insights alongside the banking and lending solutions provided by Bank of America to create flexible wealth management approaches tailored to clients’ evolving needs. George holds a Bachelor's Degree from the University of North Texas and carries the Personal Investment Advisor (PIA) designation. He is committed to community involvement, reflecting Merrill’s tradition of service by volunteering with local organizations. Outside of work, George enjoys a variety of activities including biking, boating, fishing, football, horseback riding, music, racquetball, running, surfing, and spending time with his family.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Rupesh Nepal is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a concurrent tenure at Wells Fargo Bank, nA dating back to 2015. Outside of his advisory role, he works as a Lyft driver in San Francisco. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sahithi Pyde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held positions at Genpact and Pay Asia PTE Ltd. She also had a role at Bottomless Promotion in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and four years of industry experience. His prior experience includes roles at PennyMac and an academic background at Texas Tech University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, use of AI and algorithmic methods, and advisory roles with multiple registered investment companies.

Chad Bolen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.

Nicholas Deatherage is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior roles include work at Rollo Insurance and teaching positions at Texas A&M University and East Texas Baptist University. Outside of his advisory work, he serves as an on-site tournament director for The Athletic Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Chet Teichman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2012. He is also president of Teichman Financial Planning LLC, which operates as Omega Squared Wealth Management and provides insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Jeffery Clements is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Robert Giroux is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His prior work includes roles at Dynamic SLR and Texas Gun Experience. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Patterson is a financial advisor with Wells Fargo Clearing in Flower Mound, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he has worked briefly with the Dallas Jackals Rugby team. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Satish Chawla is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in several business ventures including ownership of retail property in Hyderabad, India, and partnerships in real estate investing through Samna LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm focuses on third-party asset manager selection and uses a tiered wrap fee structure rather than fixed fees.

Sean Mccloskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Mccloskey previously was involved with the Humane Society of North Texas from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and managing model portfolios across mutual funds, ETFs, and ETPs.

Jana Walker is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, joining Fidelity in 2025. Her prior work includes roles in the United States Marine Corps and various positions across multiple industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Dillon Duren is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and the wealth management team to co-create comprehensive plans aimed at helping clients achieve their financial goals. Dillon has held multiple positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2025, Investment Solutions Representative from 2020 to 2022, Central Relationship Manager in 2020, and Customer Relationship Advocate from 2019 to 2020. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dillon is engaged in family activities, social events with friends, golf, parenthood, and caring for pets.