Kim Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. Nguyen has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence with a range of investment strategies, including ESG considerations, supported by affiliates for implementation and portfolio services.

Levi Darrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at PDS Health and educational institutions such as Baylor University and Newport Harbor High. 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 model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charities.

Christian Johnson is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with various Fidelity entities since 2015, most recently with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

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.

Richard Rutledge is a financial advisor at Edward Jones in Lewisville, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Rutledge Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Thomas Pierce Jr. is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Tracy Morehead is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2026, Morehead worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Tony Brown is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in retirement planning, tax-efficient investing, and organizing clients' financial pictures alongside his Wealth Management team. Tony has extensive experience in financial services, having held several roles including Senior Financial Planning Manager at Ameriprise from 2020 to 2023, and multiple positions at TIAA from 2010 to 2020 such as Centralized Wealth Management Advisor and Client Relationship Consultant. Prior to that, he worked at Wells Fargo as a Personal Banker and Teller. He holds insurance licenses in Arkansas and California. Outside of his professional career, Tony enjoys baseball, football, running, singing, playing musical instruments, and spending time with his family.

Quentin Santo currently serves as an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has progressively advanced within the company, previously working as an Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and as a Customer Relationship Advocate from 2023 to 2024. In his role, Quentin partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals. He focuses on understanding clients' specific situations, challenges, and desires to provide clarity in making complex financial decisions across all stages of life. Quentin is dedicated to assisting clients and their families in creating a path toward financial well-being.

Rodelio Catahan is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including multi-manager funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Gary Barvick is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Fidelity Investments since 2011, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features including use of algorithmic methods and AI in research, CFTC registration, and advisory roles to multiple registered investment companies.

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.

Jeremy Nowell is a financial advisor at Fidelity with 22 years of industry experience. He has held various roles within Fidelity since 2000, including positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Fink is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Apex Systems, Lockheed Martin, F&I Express, and Circle L Solar. Outside of finance, he is the CEO and President of Scratch Comedy Kitchen in Weatherford, Texas, and also works at Rexs Bar and Grill in Fort Worth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various mutual funds, ETFs, and ETPs.

Shaliza Kara is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones. Outside of finance, she has experience in education and tutoring through her prior roles at Mathnasium and local schools. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports clients with a range of portfolio implementation services.

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.

Colin Benson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Kimberly Osowsky is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at The Conference Exchange and spent ten years at Northwest ISD - Lakeview Elementary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alexander Wallington is a Series 66-licensed financial advisor with Fidelity, based in Westlake, TX, and has two years of industry experience. Prior to joining Fidelity, he held positions at The Container Store and the University of Texas. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory services to registered investment companies and intermediary platforms.

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.