Robert Barlow is a financial advisor with LPL Financial in Flower Mound, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Raymond James Financial Services for 11 years and has been involved with Barlow Capital Advisors LLC since 2009 and 5 Bar Holdings, LLC since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Mark Meyer is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm utilizes proprietary research combined with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs.

Peter Bloch is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, Senior PAS Portfolio Specialist, Financial Consultant, and currently Vice President, Financial Consultant since 2026. His experience encompasses client management, portfolio specialization, and financial consulting. He holds insurance licenses for Arkansas and California. Peter aims to understand clients as individuals, supporting their financial success and confidence. Outside of work, Peter has interests in beach activities, fitness, painting, and parenthood.

Christian Gardner is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Pinnacle Bank, First Service Residential, Autozone, and Navarro. 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 fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, serving a broad range of investors.

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.

Robert Molard is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

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.

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.

Vincent Winder is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions including Bank of America and Merrill. 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 in its recommendations.

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.

Lisa Brown is a financial advisor with Wells Fargo Clearing in Irving, TX, holding a Series 63 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Tin Chak Lam is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.