Jason Leyden is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and integrates advanced methodologies such as AI in its investment process.

Xavier Marquezdelaplata is a financial advisor with LPL Financial in Colleyville, TX, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of advisory work, he is a partner in a fixed insurance business and involved in a home refurbishment venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies supported by operational technologies, and manages over $819 billion in discretionary assets through a large network of advisors.

Donald Rivers is a financial advisor at Charles Schwab in Westlake, TX, with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at several mortgage services firms and home loan companies. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Alejandro Ortiz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at ITW for 12 years before joining Fidelity, where he has been employed since 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolios. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, with a noted role in utilizing AI and systematic methodologies.

Diane Giza is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Merrill since 1997 and concurrently associated with Bank of America, N.A. since 2014. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marie Gonzalez is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Fidelity Brokerage Services LLC, Lila & Hayes, The Brants Group, Anderson & Riddle, L.L.P., and teaching positions at Texas Christian University and Collin College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Du Chein Fox is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank, SSB. Outside of finance, he is the owner and CEO of Fox Den Studios Ltd., an A/V production company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services with a blend of non-discretionary and discretionary investment management options.

Misty Soriano is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, following tenure at TD Ameritrade and ongoing involvement with AdvoCare. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Jonathan Hertneky is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior work includes positions at Charles Schwab & Co., USAA Investment Services, and service with the United States Air Force Reserve Command since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios and fund advisory services.

Garrett Moss is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2012, progressing through various positions including Investment Solutions Representative, Fixed Income Specialist, and Investment Management Consultant at multiple levels before becoming a Financial Consultant. His experience encompasses wealth planning and investment management, where he collaborates with clients to develop plans aligned with their investment preferences and long-term objectives. Garrett holds insurance licenses in Arkansas and California. Outside of his professional work, Garrett's interests include attending concerts, watching football, socializing with friends, enjoying movies and music, and traveling.

Veronica Boxley is a Financial Consultant currently working at Fidelity Investments since 2021. She partners with individuals and families to develop plans that help them feel confident in their investing and better prepared to handle changes in the markets and their financial lives. Her professional experience includes roles as a Financial Consultant at TD Ameritrade from 2014 to 2020 and as a Senior Relationship Manager at GMAC Mortgage from 2009 to 2014. Veronica holds insurance licenses in Arkansas and California.

Clayton Gibson is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. He worked at Valassis from 2016 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides services under a fiduciary standard.

John Blassingame is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he spent nine years with Wells Fargo Clearing and nine years with Edward Jones. He serves as secretary on the board of the Texas Kappa Alumni Corporation, supporting the undergraduate fraternity chapter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, utilizing proprietary research and tools to develop tailored recommendations across retirement, education, risk, and niche planning areas.

Keith Kadesky is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Goldman Sachs (Insight Global), University of Tulsa, Legends, and Superior Medical Management. 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 options, combining a multi-asset model portfolio approach with centralized custody and operational support.

Benjamin Morgridge is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Darden Wealth Group, Charles Schwab, and Edward Jones, alongside various educational engagements. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment methodologies.

Abril Toy is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2025. Prior to her financial services career, she had roles in education and retail, as well as two years at The Salvation Army Denver Red Shield. 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 client advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Richard Waters is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Charles Schwab & Co., Inc., and TD Ameritrade Investment Management, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kerion Cooper is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at TD Ameritrade Inc and Charles Schwab Bank, SSB. He also serves as an instructor at Devry University's Keller School of Business Management. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research.

Leslie Parker is a financial advisor at Fidelity with four years of industry experience. Parker holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior roles include positions at Texas Christian University and Southeastern Oklahoma State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary fundamental research combined with quantitative analysis.

Claire Young is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles outside the financial sector, such as positions at Banana Republic and involvement with Sol Sunless Tanning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm integrates proprietary research with quantitative analysis and uses algorithmic portfolio construction to manage diversified model portfolios.