Wade Grubbs is a Financial Consultant at Fidelity Investments, a position he has held since 2017. In his role, he partners with families to help them evaluate complex decisions across a wide range of financial topics. His work focuses on implementing personalized plans that enable clients to pursue sound financial stewardship while maintaining peace of mind. Wade holds insurance licenses in Arkansas and California, which support his professional activities in the financial services sector. Outside of his professional life, he engages in various personal interests including family activities, fitness, football, parenthood, reading, and skiing.

Russell Yarwood is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Megan Wangler is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by firm-approved tools and structured discovery conversations.

Stephen Tapp is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Waterhouse Investor Services Inc for 15 years before joining Charles Schwab in 2021. Outside of his advisory role, he is a self-employed fine artist who occasionally sells paintings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Erin Marshall is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She joined Charles Schwab in 2019 after four years with Prospera Financial Services, Inc. Outside of her advisory work, she serves as a parliamentarian on the Shawnee Trail Elementary School PTA Board in Frisco, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options.

Thomas Marquez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Charles Schwab and TD Ameritrade before joining Fidelity, where he has been since 2021. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and portfolios.

Joshua Doyle is a financial advisor at Charles Schwab with CFP® certification and Series 63 and 66 licenses. He has four years of industry experience, having worked previously at TD Ameritrade, Fidelity Investments, and Cintas. His current role 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Justin Garza is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank since 2024. Prior to joining Schwab, he held positions at H-E-B, LP and Sunbelt Supply LLC. 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 advisory relationships and access to discretionary separate managed accounts, supported by a large-scale, integrated operational structure.

Cathrine Essary is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In her current role, she collaborates with clients and their Private Wealth Management Advisors to develop investment strategies aimed at honoring the values, wishes, and long-term goals of clients and their families. She has been with Fidelity Investments since 2013, holding various positions including Senior Portfolio Specialist, Client Management Representative, Client Service Associate, and Retirements Representative. This experience has contributed to her expertise in investment management and client service within the wealth management sector. Outside of her professional responsibilities, Cathrine is interested in camping, cooking and baking, hiking, pilates, traveling, and volunteering.

Rachel Johnson is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following a year at Fidelity Brokerage 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Braydon Wirth is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Prosperity Bank, Collin College, and Security Service Federal Credit Union. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Floyd Jaundoo is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and approximately four years of experience in the industry. His work history includes roles at Charles Schwab Bank, Apple, Sunglass Hut, and the company Take It Easy. 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 and discretionary investment management, utilizing multi-asset model portfolios, written advice policies, and alternative investment options through a centralized and integrated operational structure.

Chesley Davidson is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Enterprise Holdings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Martin Albarran is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Bank of America, City National Bank, and Marathon Petroleum. Charles Schwab & Co., Inc. serves a large client base of 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Michael Malone is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade for six years prior to joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

John Ehlers is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and its affiliated entities since 2018, including TD Ameritrade from 2006 to 2024. 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 a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within a large, integrated operational structure.

Tony Hartu is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in financial services. He has held various roles within Fidelity since 2014, including positions such as Financial Consultant I, Investment Management Consultant III, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Tony worked as a teller at Viewpoint Bank and First Community Bank. Tony holds insurance licenses in Arkansas and California. His professional focus includes partnering with families to identify and understand their financial goals and developing personalized plans aimed at providing freedom, flexibility, and peace of mind. Outside of his professional work, Tony enjoys baseball, board games, family activities, fishing, parenthood, and puzzles.

Angela Young is a financial advisor at Fidelity with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, Young worked at The Vanguard Group for 23 years and held roles at USAA Investment Services Company and Apex Systems. Outside of her advisory work, she creates and presents masterclasses for women on marriage through an online platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Lonya Mull is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she collaborates with clients and their Wealth Management Advisors to implement investment strategies that support clients' visions and goals across multiple accounts. Her career in financial services spans over two decades, with extensive experience at Fidelity Investments since 2009. Prior to her current role, she served as Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Before joining Fidelity, she held various positions at First Tennessee Bank, including Certified Financial Planner, Financial Paraplanner, Stock Option Administrator, and Benefits Specialist. She also worked as a Senior Banking Coordinator at Sedgwick Claims Management Services in 2008. The information provided does not include details regarding her education or personal interests.

Alyssa Underwood is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and approximately two years of industry experience. Prior to joining Schwab, she worked in education and at First Presbyterian Children's. Charles Schwab serves a large client base, 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 advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.