Christopher Juele is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his advisory roles, he was involved with Professional Public Adjusters LLC and the Texas Quitters Club. 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. Its investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Joshua Peterson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he has been involved with Peterson Golf LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering customized asset-allocation advice and performance reporting through a program that combines quantitative modeling with centralized due diligence and an ESG eligibility framework.

Joan Goodman is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery that combines proprietary research with quantitative and algorithmic methods.

Nathanael Eden is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Qurat Ul Ain Bana is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations. Her work background includes roles at Wells Fargo Clearing, Bank of America/Merrill Lynch, and Wells Fargo Bank, nA. Outside of her advisory work, she has worked as a sandwich artist at Subway. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Cather is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management for executives, professionals, and business owners, providing personalized consultation to clients who may lack the time or resources to manage their own investments. Richard’s approach begins with establishing clear financial objectives, such as planning for a secure retirement, followed by developing strategies that consider risk and time frame. He recommends investments for client approval and oversees ongoing portfolio review and adjustments as needed. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Christian University. In addition to his professional responsibilities, Richard is engaged in community service, reflecting the Merrill tradition of volunteering and participating in local organizations.

Ross Leonardi is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2023, following a decade at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kellee Neves is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at Clearcover, Inc., Goosehead Insurance Agency, and Schultz & Kellar, PLLC. 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 employs a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment approach.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at BMO Harris Financial Advisors and Uvest Financial Services Group. 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 financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Arash Ahmadi Tehrani is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.

Kayla Lippert is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Brinker International, Inc. CHILI's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of investment products.

Cody Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Supreme Lending and Caliber Home Loans. Outside of advisory work, he is the sole proprietor of a sales business focused on setting up internet services for new residents on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

James Crouch is a financial advisor with Primerica Advisors in Irving, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and was previously affiliated with Texas LawShield. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business focused on firearm training. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee investment solution rather than institutional plan management.

Kindel Burkett is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2023, Burkett worked at TD Ameritrade and held roles at various financial and service firms. Outside of finance, Burkett operates as an independent business owner with Amway, sharing food and beverage products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by centralized operational and supervisory infrastructure.

David Gillette is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes nine years at Ameriprise Financial Services and eight years with Fidelity Brokerage Services. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Beck is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. She has worked at Fidelity Investments since 2020 and has prior experience in the healthcare and marketing sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of AI-driven methods and its formal advisory role to multiple registered funds.

Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Abigail Serna is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. She has worked in various roles including positions at Charles Schwab Bank, Charles Schwab, and in customer service prior to entering the financial advisory field. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services. The firm combines a large client base with integrated brokerage, advisory, and custody services.

Lauren Hutchins is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked in several independent school districts, including Northwest ISD, Richardson ISD, and Frisco ISD. She also has experience at Capstone Cottages and Texas Tech University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its use of systematic methodologies and formal roles in multiple registered investment companies.