Keaton Price is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clayton Moore and Northwestern Mutual. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Franklin Ventura is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory role, he was involved in automotive sales and education. 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 with a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Miller is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and various BBVA entities. He also serves as a Texas notary, providing document notarization for bank clients. Charles Schwab 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, offering a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Garrett Hoy is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and Dutch Bros Coffee. Fisher Investments serves both institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process incorporating quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Kyle Cain is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Before joining Charles Schwab, he held one-year roles at Gartner and Assured Partners, and completed nine years of full-time education. 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 offers a combination of non-discretionary and discretionary investment options, supported by a centralized operational structure and a formal alternative-investment onboarding process.

Jared Kahn is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Outside of his advisory role, he is an investor in a watch making and repair business. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process and employs tax-aware strategies and risk management techniques.

Adrian Chevannes is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at American International Group, VALIC Financial Advisors, and Fidelity Brokerage Services. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, integrated custody, and alternative investment services.

Austin Azurdia is a financial advisor at Fisher Investments with a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at Enterprise and the University of Alaska. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Brian Jennings is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Prime Meridian Bank from 2015 to 2022. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research in a centralized investment process and offers sub-advisory and retirement plan services to a diverse client base.

Paul Graham is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc., Sedona Taphouse, Charlestown Landscaping, and Longview Property Group. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes centralized investment decisions combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

David Lippincott is a financial advisor at Fisher Investments with seven years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Northwestern Mutual in various capacities from 2017 to 2020 and also has experience in small business consulting. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management through a centrally managed investment process that combines quantitative and qualitative research to construct diversified portfolios.

Tyrell Peterson is a financial advisor at Fisher Investments with 16 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2018, following six years at Fidelity Investments. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Oscar Lucio is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. 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, utilizing multi-asset model portfolios and due diligence on alternative investments.

Kirk Greer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in asset management and the customization of wealth and retirement planning strategies. Kirk has also contributed to the firm by managing the training program for new advisors in the Plano office and serving as the Legacy Park Office Sales Manager from 2007 to 2010. Kirk holds a Bachelor's degree in Economics from Southwestern University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Outside of his professional role, Kirk coaches sports teams and leads campouts, having coached his three daughters’ sports teams for a total of 25 seasons and led more than a dozen YMCA Adventure Guide campouts. He is involved in his community through Cottonwood Creek Church and Emily's Place. Kirk enjoys hiking, fishing, boating, camping, golfing, football, reading, skiing, table tennis, and spending time with his wife, April, and their family.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.

Ariana Iglesias is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Darrell Todd is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior work includes roles at Hilltop Securities Inc., Hilltop Securities Independent Network Inc., and Momentum Independent Network Inc. He also operates Southlake Financial Services, a DBA related to his LPL business. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio management options, supported by extensive operational and research resources.

Maximus Testa is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX. He joined Fisher Investments in 2025 and has prior experience in education and hospitality. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes using a centralized investment process. The firm provides sub-advisory and retirement plan services and employs tax-aware and risk management strategies in its portfolios.

Sheymar Lausell is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and Fransglobal Corp., alongside experience at a law firm and a retail business. Lausell is currently based in Roanoke, TX. 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 related managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Jason White is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Ameriprise. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.