Le Chester Williams is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2020, he worked at Amazon and has been involved in marketing roles at several companies, including Eventlink, where he serves as a product specialist representing automotive brands at events. He is also a board member of Opportunity Resource Services, a nonprofit organization. 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. The firm offers both non-discretionary and discretionary investment options, integrating brokerage, custody, and advisory services within a large-scale, centralized structure.

Harry Consaul III is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a CFA® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at First Command Bank and First Command Brokerage Services. Outside of his advisory role, he owns Pivotal Financial Advisors, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Samantha Porter is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at Charles Schwab for six years and Wells Fargo for three years. Outside of her advisory role, she operates a personal resale business on Facebook Marketplace. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Eyssen Sal is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Wells Fargo. 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 managed-account 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 a formal alternative-investment onboarding process.

Michael Coody is a financial advisor with Merrill based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abigail Sheets is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously held roles at Bank of America, N.A., and has been involved with BODYBAR Pilates as a fitness instructor. Sheets serves as board secretary for Treetops School International, a public charter school in Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and nonprofit organizations.

Michael Vasquez is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. He has worked at Charles Schwab since 2023 and also held roles outside the financial industry, including with the Rio Salado Sportsman's Club in 2023. Charles Schwab 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with alternative investment options and integrated custody and brokerage services.

Natalie Richard is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked in various roles including a sales and marketing position as a Scentsy consultant. Prior to joining Fidelity, her career included positions in healthcare and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering services such as discretionary management, fund advisory, and model portfolio delivery.

Kayla Amason is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Worth, TX. Her career includes prior roles at Bank of America, Merrill, and Ernst & Young. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning tools and analyses to support client financial goals.

Kolburn Conway is a CFP®-designated financial advisor with Edward Jones, based in Keller, TX, and has 27 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and affiliated financial capabilities.

Kerry Hambrick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Friendemic for one year. In addition to his advisory role, Hambrick is president of Olivine Partners Inc., an LLC based in Arlington, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Ryan Shukla is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked in various roles outside the financial industry, including positions with Championship Martial Arts and several retail companies. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Colby Moore is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2009, including time at Charles Schwab Bank, SSB since 2018. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments within a large-scale, integrated operational framework.

Ryan Ewing is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at various Fidelity entities since 2012. Outside of his advisory role, Ewing coaches competitive youth soccer for ages 6 to 18 with the Dallas Texans Soccer Club. 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, using algorithmic portfolio construction and model portfolios that include mutual funds, ETFs, and ETPs.

Adam Radich is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates with clients to develop personalized financial plans tailored to their unique situations by understanding what is important to them and implementing strategies aligned with their financial goals. Adam's professional experience includes roles as a Financial Consultant I and Investment Consultant at Fidelity Investments, spanning from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2019 to 2022, and as a Financial Advisor at Northwestern Mutual Investment Services from 2018 to 2019. Outside of his professional work, Adam's personal interests include food, golf, pets, traveling, and volunteering.

Quinn Moser is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Hilltop Securities Independent Network, and Aim Bank. Outside of his advisory work, he partners in Preservation Financial Wealth Management and volunteers on the finance committee of Countryside Bible Church. OSAIC is a large wealth management platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, multiple affiliate relationships, and a diverse investment platform that includes discretionary and third-party managed strategies.

Thomas Springer III is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and H.D. Vest throughout his career. Outside of his advisory work, he is president of Springer Financial Consulting, LLC, a business entity created primarily for health insurance purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

John Bradley Jr is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. His prior roles include positions at TD Ameritrade, TD Waterhouse Capital Markets, and National Investor Services. He serves as a trustee on the board of the NAPFA Consumer Education Foundation. 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 combines non-discretionary advisory services with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research and due diligence.

Cynthia Mc Intosh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at TD Ameritrade and Charles Schwab Bank. Outside of her financial career, she has owned Skullsoap Natural Bath LLC since 2010. 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 with access to affiliated discretionary strategies and offers integrated custody and brokerage solutions.

Dennis Makus is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with Charles Schwab Bank and Charles Schwab since 2022, and previously was at TD Ameritrade and CMMS. 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 alternative investment due diligence.