Michael Scoma is a financial advisor with Edward Jones in Southlake, TX, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved as a guitar player and promoter for the Scoma Jazz band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory solutions. The firm supports over 23,700 advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Angela Taliaferro is a CFP® professional with 27 years of experience in the financial services industry. She is currently an advisor at Charles Schwab, where she has worked since 2022, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Her background also includes positions at the University of Alabama. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a comprehensive alternative investments program.

Andres Abramovits is a financial advisor with Edward Jones in Carrollton, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Edward Jones since 2017 and is also a professional match evaluator for Major League Soccer, a role he has held since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and offices, offering a range of advisory solutions under a fiduciary standard.

Holly Manton is a CFP® and ChFC® with 20 years of industry experience, currently affiliated with Cetera. She has an extensive background primarily with Avantax prior to joining Cetera in 2024. In addition to her advisory work, she serves as a board member of the Winding Creek Estates Homeowners Association, where she contributes to community communications and event planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

George Webb is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Fidelity since 2023 and previously attended Baylor University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight of delegated sub-advisers.

Matthew Mcaneny is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, with six years of industry experience. His prior roles include positions at Open Sesame and Plutus Non-Profit Solutions. He also spent four years affiliated with the University of Oregon. Fisher Investments serves a global client base of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Stephen Smoak is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Schwab, he worked as a freelance baseball writer and analyst and was involved in daily fantasy sports for several years. Charles Schwab 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, alternative investment due diligence, and centralized operational infrastructure.

Adam Heaton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his role, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Heaton has been with Fidelity Investments since 2008, holding several positions including Fixed Income Specialist, Managed Accounts Portfolio Specialist, Managed Solutions Consultant, and Managed Accounts Senior Portfolio Specialist prior to his current role. This extensive experience reflects his focus on investment management and portfolio consulting. Outside of his professional work, Heaton engages in activities such as camping, golf, outdoor adventures, volunteering, and yoga.

Ramkrishna Shukla is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. 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 portfolios and offers a multi-asset investment approach supported by research and due diligence.

Christopher Inglish is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent seven years at USAA Investment Management Company. Inglish currently serves within Charles Schwab Bank, SSB as well. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, leveraging an integrated operational structure and multi-asset investment models.

Evan Rump is a Series 66-licensed financial advisor with three years of industry experience, currently with Fisher Investments. He has previously worked at Piazza Wealth Management, Ameritas Advisory Services, and Deverna & Co. Financial, among other firms. Outside of his advisory roles, Evan has experience in roles supporting research, sales, and client service. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Derven Pullar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Scotia Investments Jamaica Limited and The Bank of Nova Scotia Jamaica Limited, as well as experience in correspondent lending. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

John Boudreaux is a financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments, he worked at the Dallas Athletic Club and in roles at Sports Radio 610 and House of Blues Houston. Outside of finance, he taught private music lessons for five years. Fisher Investments serves a global client base including institutions and high-net-worth individuals, offering discretionary portfolio management with a focus on diversified equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Spencer Comeau is a financial advisor at Fisher Investments with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at SJEnergy LLC, Apex Energy Solutions, and several restaurant establishments including 360 Kitchen and Bar and Portland City Grill. Fisher Investments serves institutional and high-net-worth clients globally, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Robert Baker is a CFP®-designated financial advisor with Charles Schwab in Westlake, TX, holding industry licenses Series 63 and Series 65. He has 13 years of experience, including roles at TIAA-CREF from 2015 to 2017 before joining Charles Schwab in 2017. 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 and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Lisset Padron is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held positions at various fitness and wellness businesses, including Richardson Fit Body Boot Camp and Rock Steady Boxing Dallas. Fidelity’s Strategic Advisers LLC provides 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 and discretionary management.

Michael Carrizales is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he assists clients and their families with wealth growth and protection, investment decision-making, and simplifying financial matters. Prior to this, he worked as a Financial Consultant at TD Ameritrade from 2008 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael's personal interests include fishing, fitness, football, golf, and soccer.

Thaddeus Obrien is a financial advisor at Fisher Investments with 35 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Soundview Financial Associates and Commonwealth Equity Services, Inc. for over 25 years combined, and served six years with the Clearwater Point 4 Condominium Association. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process blending quantitative and qualitative analysis to manage globally diversified portfolios with tax-aware strategies and risk management techniques.

John McCarthy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Lockton and Ameriprise, as well as periods of full-time education. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Jordan Stone is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work includes roles at Apprisen and Cowboy Chicken, as well as self-employment. Outside of finance, he is a self-employed classical musician who occasionally plays in local orchestras and churches and provides music lessons. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios and implements tax-aware strategies along with risk management techniques.