Brett Cook is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2016, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Juan Salazar is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes nine years at TD Ameritrade, Inc. before joining Charles Schwab in 2022. 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 a multi-asset model portfolio approach alongside a formal alternative-investment onboarding process.

Marvin Gomez is a financial advisor with J.P. Morgan Securities in Bedford, TX, holding Series 66 and Series 63 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2018 and has worked at JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Jeremy Pritchett is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with four years of industry experience. Prior to Edward Jones, he worked at NorthStar Memorial Group and Services Corporation International. He is also a co-owner of Garcia & Pritchett Partners LLC, a family-owned food and beverage business currently in the process of selling its restaurant equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Dominic Ontiveros is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and its affiliates since 2012. 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 portfolios across a range of funds and investment vehicles.

Patrick Chance is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.

Blake Boughey is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity since 2021 and has previous experience at companies including Uber, DoorDash, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Kevin Parkhill is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX. He has 24 years of industry experience, including previous roles at USAA Investment Management Company and USAA Financial Advisors. Since 2020, he has been with Charles Schwab and Charles Schwab Bank. 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 and discretionary investment options, utilizing multi-asset model portfolios and due diligence processes for alternative investments.

Dwayne Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 10 years. Outside of his advisory role, he has ownership interests in several investment-related ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jack Barron is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Tyler Stewart and Tyler Little. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methods and maintaining oversight of sub-advisers.

Zakariaa Bousfiha is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2019, following six years at TIAA and TIAA-CREF. 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 and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Conor Shepard is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and having four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Banner Bank. 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 model portfolios across a broad investable universe.

Deirdre Babcock is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals and priorities. Her approach emphasizes flexibility to adapt to changing market conditions, supported by investment insights from Merrill and banking solutions from Bank of America. Deirdre’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, as well as wealth management for women. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Deirdre earned her bachelor's degree from Hofstra University. Outside of her professional role, Deirdre enjoys boating, golfing, ice hockey, and spending time with her family. She and her wife live in Manhasset with their young children and are active in the local community.

Graham Barrett is a financial advisor with Charles Schwab & Co., Inc. based in Westlake, TX. He holds Series 66 and Series 63 licenses and has five years of industry experience. His prior experience includes a one-year role at Equitable Advisors and work at the University of Louisville. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

William Toomey is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Fred Alger & Company, ClearBridge Investments, BV Securities, Legg Mason Investor Services, and Invesco Advisers. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Damon Heitland is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Merrill and its affiliate Bank of America since 2011. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Breg Hughes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and various Morgan Stanley divisions since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in developing financial plans.

Judy Benyshek is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. Benyshek also operates Judy Benyshek LLC, a support company used for business operations and tax reporting. 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 advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and employer-sponsored retirement plans.

John Tovar is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 35 years of industry experience. He worked at TD Ameritrade Inc. for 12 years before joining Charles Schwab and Co., Inc. in 2022. 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 centralized custody and operational infrastructure.

Gene Johnson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. Previously, he worked at TD Ameritrade and Grubbs Infiniti. Outside of his advisory role, he operates an online retail sales business primarily through eBay. Charles Schwab serves a broad client base, focusing on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.