Mark Caputo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns Sage Natural Resources, LLC, a gas drilling lease company, and serves as a committee member for the City of Lewisville, TX 2035 Public Arts Planning Steering Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Darryl Lipinski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes 15 years at UBS Financial Services before joining Charles Schwab in 2019. He also serves as a FINRA arbitrator, taking part in cases every few years after vetting for conflicts of interest. 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment process.

Tanue Honore is a financial advisor at Edward Jones with 15 years of industry experience. They hold Series 63 and Series 66 credentials and previously worked at PNC Investments and BBVA Securities. Honore is based in Carrollton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Charles Bullard is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Fisher Investments, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathan Newman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2017. In his role, he collaborates with clients to review their financial goals, develop plans, and implement strategies aimed at wealth growth, protection, and enjoyment. Prior to his current position, Jonathan held roles including Relationship Manager and Investment Solutions Representative at Fidelity Investments. His earlier experience includes positions as an Associate at Chalk, Cullum & Associates and John Hancock Financial Network. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include the beach, fitness, exploring food, outdoor adventures, parenthood, and skiing.

Brian Stern is a financial professional with 12 years of industry experience, currently associated with Cetera in Southlake, TX. He holds a Series 66 designation and has previously worked with firms including H. D. Vest Investment Services and First Allied Securities. Stern is also involved as an owner and financial professional in multiple related financial services businesses such as Farpointe Wealth Partners, LLC and Highpoint Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a range of program structures, and access to both affiliated and third-party investment managers.

Justin Dummer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. In his current position, Justin is committed to understanding clients as individuals and assisting them in working toward their financial success and confidence in their future. Justin holds insurance licenses in Arkansas and California, which support his work in financial planning and advising. His experience at Fidelity spans various client service and relationship management roles, providing him with a broad perspective on financial planning and client needs.

Alexandra Miranda is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at Fisher Investments and various other roles in different 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 to manage model portfolios that include mutual funds, ETFs, and ETPs.

John Minco is a financial advisor with Fidelity in Westlake, Texas, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Fidelity Investments since 2013, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm manages model portfolios across diverse asset classes and maintains a formal advisory role to registered investment companies and fund-of-funds.

James Adcock Jr. is a financial advisor with LPL Financial in Carrollton, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Momentum Independent Network Inc., Wells Fargo Clearing, and Chase Investment Services Corp. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Campos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2023, he worked at The Lunch Box from 2018 to 2023. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios using a systematic approach.

Samuel Dansby is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at USAA Investment Services Company, USAA Life Insurance Company, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, mainly 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured due diligence process.

Britton Keller is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked in education and the food industry. Outside of his advisory role, Keller provides football kicking lessons as a coach. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Madison Brunis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to her current role, she has worked at Fidelity Investments and held positions at The Skolkovo Institute of Science and Technology, BYU Independent Study, and The State Hermitage Museum. She is also the managing member of Luxani Goods LLC, an e-commerce business involved in buying and selling products online. 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 blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. 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 offers both non-discretionary and discretionary investment options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.

Andy Oge is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Hilltop Securities, Inc. Outside of his advisory role, he is involved with Villa Stay Vacation Rentals, a rental services business. 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and operational support.

David Bacchetta is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory work, he is involved in eBay auctions as an outside business activity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

John Munson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions in education with the Davis School District and military service in the US Army. Outside of advising, he has experience with entrepreneurial ventures, having been involved with Lucky Slice for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Evan Ferry is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and involvement with University of Arkansas New Student Family Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jahangir Sultan is a financial advisor with Cetera based in Dallas, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He previously worked with Avantax Advisory Services, New York Life, Scottrade, Fidelity, and Morgan Stanley. Outside of his advisory role, Sultan provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios and various program structures.