James Lippy is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he co-owns a short-term rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset approach and integrated custody and brokerage services.

Maxwell Landgraf is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors since 2003, including time with its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Casey Spencer is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Spencer was involved in several roles including self-employment in nutrition and lawn care, as well as coaching and fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Alexander Steele is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked in various capacities within Fidelity since 2016, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of AI and formal advisory roles to multiple registered funds.

Jared Jallans is a CFP® with eight years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has been with Charles Schwab and Charles Schwab Bank since 2017 and 2019, respectively. Prior to this, he worked at Texas A&M University from 2013 to 2017. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated custody and brokerage services.

Tiffany Muirhead is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services in various capacities since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andres Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Charles Schwab since 2017 and was previously employed at La Academia De Las Estrellas. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Catherine McGrath is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2019, following prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and strategic partnerships.

Jackson Norman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Fort Worth, TX. He has two years of industry experience, including prior roles at Hatfield Advisors and Colonial Country Club. Before entering the financial sector, he held positions at the University of Oklahoma and Trinity University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

George Mason is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at supporting their long-term goals. He leverages Merrill’s investment insights alongside the banking and lending solutions provided by Bank of America to create flexible wealth management approaches tailored to clients’ evolving needs. George holds a Bachelor's Degree from the University of North Texas and carries the Personal Investment Advisor (PIA) designation. He is committed to community involvement, reflecting Merrill’s tradition of service by volunteering with local organizations. Outside of work, George enjoys a variety of activities including biking, boating, fishing, football, horseback riding, music, racquetball, running, surfing, and spending time with his family.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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 due diligence on alternative investments.

Rupesh Nepal is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also has a concurrent tenure at Wells Fargo Bank, nA dating back to 2015. Outside of his advisory role, he works as a Lyft driver in San Francisco. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Mccown is a financial advisor with LPL Financial in Arlington, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has previously worked at SagePoint Financial, Inc. and OSAIC. In addition to his advisory role, he has engaged in tax preparation and accounting through his own CPA firms since 1989. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Sahithi Pyde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held positions at Genpact and Pay Asia PTE Ltd. She also had a role at Bottomless Promotion in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and four years of industry experience. His prior experience includes roles at PennyMac and an academic background at Texas Tech University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, use of AI and algorithmic methods, and advisory roles with multiple registered investment companies.

Chad Bolen is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. 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 solutions. The firm’s process is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.