Brock Hayward is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank. Prior to entering the financial industry, he worked at Domino’s and Walmart and spent over a decade in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through integrated advisory, brokerage, and custody services. The firm offers both non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and a centralized operational structure.

Tye Mc Clure is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities since 2023. His prior experience includes roles at Bank of America NA and Merrill. He serves on the finance committees of both a nonprofit law firm, Methodist Justice Ministry, and Colonial Country Club in Fort Worth, advising on financial planning and budgeting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities through affiliated entities.

Derrick Gipson is a PWM, Investment Management Consultant at Fidelity Investments. In his current role, he collaborates with clients and their Wealth Management Advisors to develop, implement, and monitor investment strategies tailored to long-term investment goals. Derrick has been with Fidelity Investments since 2011, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, and Portfolio Specialist prior to his current role. This progression reflects his extensive experience within the investment management field. No additional information regarding Derrick's education, credentials, personal interests, or community involvement was provided.

Michael Copeland is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2010 and at Charles Schwab Bank SSB since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and alternative investment options.

William Stockum is a financial advisor at RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 66 designations with 39 years of industry experience. He previously worked at Hilltop Securities Inc. from 2008 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Giovanni Blanchette is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current roles, he was a full-time student for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of advisory and brokerage services.

Ryan Mandell is a financial advisor at J.P. Morgan Securities in Fort Worth, Texas, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Pharos Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional programs.

Stacey Holifield is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Angel Adame is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and experience outside finance in photography and food service. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by a large, integrated operational platform.

Warren Waters is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at firms including Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. Outside of his advisory work, he is involved in family coaching through Blended Kingdom Families Ministries in Colleyville, TX. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by extensive research resources and a broad network of over 22,800 advisors.

Taylor Brooks is a financial advisor at Merrill with eight years of industry experience, holding a Series 66 designation. He previously worked at Compass Pointe Financial before joining Merrill in 2018. 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, retirement plans, corporations, and charitable organizations.

Kyle Eager is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc., Morgan Stanley, UBS, Fidelity Investments, and The Vanguard Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kelly Camarillo is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Schwab in 2020, Camarillo worked at USAA Investment Management Company and various USAA financial services divisions from 2017 to 2020, and at H.D. Vest Financial Services from 2014 to 2017. 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 delivers investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary advisory options within a large, integrated operational structure.

Patrick Kilgannon is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he worked with Equitable Advisors LLC and served as an adjunct instructor for COR Expeditions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christian Galland is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Scottrade from 2015 to 2017. 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 formal alternative-investment onboarding process.

Joe Harris is a CFP®-certified financial advisor with Edward Jones in Ft. Worth, TX, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ben Stewart Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He serves as a board member of the Fort Worth Museum of Science and History, participating on its finance committee and overseeing community initiatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria in its investment recommendations.

Jonathan Red Fox is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. and operated Joseph Red Fox LLC. Outside of his financial career, he is active in music as a DJ and producer. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed-account services alongside brokerage and custody solutions. The firm’s integrated model utilizes multi-asset portfolios and alternative investment options supported by centralized operations and research.

Michael Ritchie is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for eight years before joining Schwab in 2024. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, providing multi-asset model portfolios and alternative investment options.

Nyarai Moore is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 12 years of industry experience. She previously worked at Stifel and Wells Fargo before joining Charles Schwab in 2022. Outside of her advisory role, she has worked as a food delivery driver for Door Dash. 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 solutions, combining multi-asset model portfolios with centralized custody and order-routing operations.