Yujie Zhang is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Zhang previously worked at TD Ameritrade from 2007 to 2017 and returned there from 2021 to 2024 before joining Charles Schwab in 2017. Charles Schwab serves a large client base 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 employs a multi-asset model portfolio approach supported by centralized operational and supervisory infrastructure.

Sara Song is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Bank and Key Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Scott Ross is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Charles Schwab in Westlake, TX, where he has worked since 2020. Prior to Schwab, he was with USAA in various financial planning and investment management roles from 2014 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 combines non-discretionary fiduciary advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and research resources.

Derrick Reaves is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with J.P. Morgan entities since 2009, including roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence with forward-looking market assumptions to support its advisory process.

Zachary Swain is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside his advisory role, he is the owner and president of Swain Resources LLC, a consulting business unrelated to investments. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Joel Mc Calister is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Joel works extensively in areas including family wealth management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. He has a tenured career in the financial services industry and employs a collaborative approach to help clients and their families achieve optimal financial positioning at every stage of life. Joel holds a Master's Degree from Texas Christian University and a Bachelor's Degree from Texas AandM University System. His professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Joel enjoys basketball, football, golfing, and spending time with his family. He is also involved in his community through organizations such as First Christian Methodist Church and Habitat for Humanity.

Gabriel Ramirez Pantoja is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, N.A., Bank of America, and other roles dating back to 2015. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages substantial assets and combines research from internal and third-party sources to guide investment decisions.

Charley Eubanks is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and SWS Financial Services. 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. Schwab offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Reya Resendiz is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and is based in Fort Worth, TX. Prior to her current role, her background includes positions at JPMorgan Chase Bank, N.A. and involvement with community organizations such as Hume Christian Camps. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Shawn George is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab entities as well as positions at Bank of America, Merrill, Fidelity Investments, and Frost Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and cash-sweep services. The firm’s model combines non-discretionary advice with access to discretionary separate managed accounts, supported by a large scale and centralized operational structure.

Daniel Roark is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2005. He is based in Fort Worth, TX. 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.

Coulter Bostick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved as an employee and contractor with a local band. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., LPL Financial, Pine Cove Shores, and Baylor University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Matthew Kuehler is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade and various positions related to Texas A&M University and entrepreneurial ventures. 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, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. Schwab’s scale and integrated structure enable it to provide centralized custody, brokerage, and advisory services alongside a formal alternative investment platform.

Scott Abel is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various educational institutions. Outside of his advisory role, he works part-time as a personal trainer and is a social media influencer for a nutrition product and energy drink. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Lee is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, Northwestern Mutual, and Morgan Stanley. Outside of his advisory work, he has been involved with a local tanning business in Fort Worth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Erik Aaker is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work history includes tenures at TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. totaling over two decades. 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, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Symmply Right Solutions, and Allegiance Bank. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated custody and brokerage services.

Jordan Burnett serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Jordan works primarily with high net worth clients, focusing on investment strategies and retirement income strategies. Utilizing his CERTIFIED FINANCIAL PLANNER™ certification, he collaborates with clients to understand their goals, fears, and needs to develop tailored financial plans. Jordan holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys baseball, beach activities, outdoor adventures, family activities, and parenthood.