Grant Peters is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His background includes roles at Black, Mann, & Graham L.L.P. and teaching positions at the University of North Texas and North Central Texas College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Andrea Marin Murillo is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Simmons Bank, Wells Fargo Bank, and multiple positions within JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Monica Bellner is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2020, respectively, and previously held roles at Voya Financial Advisors and Spectrum Financial. Outside of her advisory work, she has experience in yoga instruction, having been involved with Beyond Boundaries Yoga and Corepower Yoga for several years. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios and centralized operational structures.

Jim Brito is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, PEOPLES UNITED BANK, JP Morgan Securities, JP Morgan Chase Bank, and Citibank. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Letitia Ruelas is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Based in Fort Worth, TX, she has worked extensively within the firm over the past 17 years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared George is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments LLC, Verterent Capital, Morgan Stanley Private Bank, and Herring Bank. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jacob Ritchie is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at WoahZone and Altitude Trampoline Park. 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 develop model portfolios using mutual funds, ETFs, and ETPs.

Joanna Beltran is a financial advisor at Fidelity with five years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at Charles Schwab and The Centre Network. Prior to her advisory roles, she spent seven years at the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Gregory Dey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at the Longhorn Center of Academic Equity and The University of Texas at Austin. Outside of his advisory role, he is involved in a food-related business in Arlington, Texas, where he prepares and cooks food. 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. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio solutions, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Anna Evans is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Oklahoma State University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robbie Kuykendall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Museum Fabrication Group and was involved with 5th Gen Woodworks, LLC for five years. 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 a diverse range of portfolios.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

Joshua Snively is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, a charitable gift fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles and affiliated research resources.

Andy Moreau is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Andy has extensive experience within Fidelity Investments, having held various positions since 2000. His roles have included Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Account Executive, Financial Consultant, Senior Investment Representative, Fixed Income Specialist, Investment Representative, and Service Trader. Outside of his professional responsibilities, Andy's personal interests include family activities, fitness, social events with friends, and parenthood.

Natalie Conner is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her career includes roles at Charles Schwab since 2022, TdAmeritrade from 2020 to 2022, and PSAV from 2017 to 2020, as well as positions at the University of North Texas between 2013 and 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated operational capabilities.

Kimberly Bryant is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2006, with a brief period outside the firm from 2019 to 2020. 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 investment guidance and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Katherine Youngs is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. Her previous roles include positions at TD Waterhouse Investor Services and Charles Schwab Bank. She is based in Westlake, TX. 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 large client base with centralized supervisory and operational capabilities.

James Marr is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020. Prior to that, he held various roles at USAA, including positions in Investment Management and Financial Planning Services from 2011 to 2020. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services. The firm’s wealth advisory program emphasizes a primarily non-discretionary client relationship model combined with access to discretionary separately managed accounts and a comprehensive approach to asset allocation and alternative investments.