Lauren Hebert is a financial advisor at Ameriprise in Colleyville, TX, holding a Series 66 designation with six years of industry experience. Her career includes roles at Ameriprise Financial Services Inc, Northwestern Mutual, L Brands and Associates, and Texas Christian University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rosemina Hudani is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Cetera and American Airlines Federal Credit Union. She is affiliated with Flagship Financial Group, a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad array of financial products.

Chih Cheng is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018, following prior roles at Fort Worth Community Credit Union. Outside of his advisory work, he owns Tengoku Shop, a retail business. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized, integrated approach to custody, brokerage, and advisory services.

Connor Morris is a Financial Consultant at Fidelity Investments, where he works to build a warm and approachable experience for his clients. He helps guide clients through important financial decisions by simplifying the complexity of their financial lives and aligning plans with their goals. Connor focuses on building strong relationships and creating personalized strategies that aim to give clients confidence in their futures. Connor has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Associate, Workplace Planning Consultant I and II, and Investment Management Consultant I and II before becoming a Financial Consultant in 2024. He holds insurance licenses in Arkansas and California.

Theresa Montya is a ChFC®-designated financial advisor at Edward Jones with 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at the Catholic Diocese of Fort Worth and World Choice Securities, Inc. She co-owns a vacation rental property in Trinidad, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors and branch offices.

Dhruba Giri is a financial advisor with Primerica Advisors in North Richland Hills, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Antonio Rodriguez is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank since 2019. Based in Westlake, TX, Rodriguez primarily serves clients through Schwab's integrated wealth management platform. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, offering advisory, brokerage, and custodial services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by extensive research and centralized operational resources.

Andrew Bayang is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to Schwab, he worked at TD Ameritrade for four years. Outside of his advisory role, he has worked as a driver for ride-sharing services Uber and Lyft. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through a combination of non-discretionary and discretionary investment approaches. The firm operates with an integrated structure that combines brokerage, custody, and advisory functions to support its clients.

Courtney Cruz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2012. 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 within a non-discretionary advisory program. Their process incorporates both quantitative and qualitative research and may include ESG considerations, supported by affiliated implementation and portfolio services.

Chase Mcpherson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has served in the Texas Army National Guard since 2013. His tenure at Fidelity includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 is noted for its management of fund-of-funds structures, use of AI and systematic methodologies, and regulatory registrations uncommon among large institutional peers.

Bruce Mayberry II is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Charles Schwab, Bank of America, and Merrill. Outside of finance, he is an additional bank signer for Bella Roofing and Construction in Arlington, Texas. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

David Bujacich is a financial advisor with Merrill in Flower Mound, TX, holding a Series 66 designation and 15 years of industry experience. His prior experience includes positions at Bank of America, N.A., J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Johnson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Oryx Oilfield Holdings, LLC. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Isaac Stevens Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 50 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 42 years before joining Raymond James in 2018. He is a part-owner of an independent printing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Natasha Moore is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop customized financial plans that align with their individual needs and goals. Natasha has been with Fidelity Investments since 2018, progressing through various roles including Central Relationship Manager, Investment Solutions Representative, and Nonqualified Plan Lead. This experience has provided her with a broad understanding of financial planning and investment solutions. Outside of her professional responsibilities, Natasha has interests in cooking and baking, football, movies, parenthood, and volunteering. She is also connected to military service.

Stephanie Cate is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she worked at American Airlines and UPS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Jennifer Burda is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior roles include seven years at TD Ameritrade and various positions outside finance such as work with Nobel Learning/Merryhill Preschool and the Keller Independent School District. She is also involved in promoting health and wellness supplements through a separate business activity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals with a combination of wrap fee programs, managed accounts, and financial planning services. The firm offers both non-discretionary and discretionary investment solutions through multi-asset model portfolios and maintains a large integrated operational structure supporting extensive client coverage.

Jamal Blanton is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. He has worked with multiple affiliated entities of Cetera since 2024 and previously spent 12 years at 1st Global Capital Corp and four years with Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to both affiliated and third-party managers across various program structures.

Christy Davis is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management solutions through a multi-manager platform, combining affiliated model portfolios, third-party managers, and custom strategies.

Christopher Meadows is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He began his career at Fidelity in 2001, progressing through positions including Service and Trading Representative, Premium Service and Trading Representative, and Financial Consultant. His extensive tenure at the firm spans over two decades, during which he has focused on building trusted relationships with clients. He emphasizes understanding each client's goals, values, and concerns through attentive listening, enabling him to provide personalized financial guidance. Christopher adheres to the ethical and professional standards established by the CFP® Board. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Christopher engages in family activities, fitness, and football.