Dolores Garza is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at TD Ameritrade, Southside Bank, Raymond James Financial Services, Edward Jones, Flowco Production, and Blackburn Group. Outside of finance, she produces jams and salsa as a small-scale food and beverage entrepreneur. 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 relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Jackson Maupin is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles at Charles Schwab & Co., Inc., Fontana Financial Planning, and Kansas Wesleyan University. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Hannah Payne is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Hannah is located in Westlake, TX. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable use of AI and systematic methodologies in its investment process.

Heath Parkman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2016. Outside of finance, he owns and operates a custom farming and shredding business in Texas. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Rachael Boucher is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at IBM for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Marcus Bowie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Raymond James Financial Services Advisors and Fidelity Investments Strategic Advisers LLC. He has also worked at New York Life and Primerica earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Adrian Rodriguez is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios using a blend of proprietary fundamental research and quantitative analysis.

Lydia Reynolds is a financial advisor at Edward Jones in Lewisville, TX. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles outside the financial industry, including multiple positions at Restoration Hardware and Great Wolf Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Marco Uranga is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Schwab since 2022, following roles at TD Ameritrade, Vivint, WDS Logistics, and the University of Texas at Arlington. Charles Schwab serves a large client base of 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 custody, brokerage, and advisory services.

George Niziol, CFP®, is a financial advisor with Raymond James Financial in Lewisville, TX, bringing 24 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates a supporting investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and incorporates analytical tools such as risk profiling and probability modeling in its advisory approach.

Alejandro Gualy is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to his current roles, he worked at Global Process Consulting and Shell, and spent four years at Texas A&M Corpus Christi. 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 plans, corporations, and charitable organizations.

Reta Savage is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at TD Ameritrade and AHI Supply. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, combined with both non-discretionary and discretionary advisory options.

Mark Ryan is a CFA® charterholder and holds Series 66 and Series 63 licenses, with nine years of experience in the financial industry. He has been with Charles Schwab since 2016 and previously worked at Fxcm. 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 affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and order-routing.

Neal Brandhorst is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and nine years of industry experience. He previously worked at TD Ameritrade for seven years and has experience at the University of Texas at Arlington. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

John Boughton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles in both the military, serving in the Army National Guard since 2020, and various positions in education and materials handling. 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Haley Combs is a financial advisor with Charles Schwab holding a Series 66 designation and has under one year of industry experience. Prior to joining Schwab, Haley worked at Voyage Executive Partners, LLC and CycleBar. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Steve Tawadrous is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior work includes roles at Ameriprise and Uber. He is also the owner of Cornerstone Wealth Group and active as an insurance agent specializing in life, health, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various retirement services.

Harrison Cancino is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he served in the U.S. Navy from 2018 to 2022. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Benjamin Goscha is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and nine years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. from 2017 to 2024, and has experience outside finance including a role at Jimmy Johns. 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 both non-discretionary and discretionary investment options, employing multi-asset model portfolios and a centralized operational structure that supports its extensive client coverage.

Brett Erving is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at TD Ameritrade, Tata Consultancy Services, Advancial Federal Credit Union, SelectQuote, and TIAA-CREF. Brett is based in Westlake, TX. 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 relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.