Shannon Hill is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 26 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she is a managing member and general partner of Rolling Hill Solutions LLC, a consulting and trucking company operated by her spouse. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Faris is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Best Buy for six years before joining Fidelity in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund management, and delivers model portfolios to intermediary platforms.

Adaryl Davis is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade from 2012 to 2024. 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Dakota Soward is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Rodd & Gunn, Tommy Bahama, Adidas, and Pei Wei. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic methods in portfolio construction.

Catherine Van Hoecke is an Executive Planning Consultant at Fidelity Investments. She focuses on helping executives work towards their lifetime financial goals through benefits review, equity compensation, and wealth planning. Catherine emphasizes simplicity and ease of implementation in her approach, leveraging Fidelity resources to support her clients effectively. She has been with Fidelity Investments since 2017, holding various roles including Benefits & Planning Consultant for Executive Services and Workplace Financial Consultant. Prior to Fidelity, Catherine worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds insurance licenses in Arkansas and California. Outside of her professional work, Catherine has interests in food, golf, scuba diving, tennis, traveling, and volunteering.

Skylar Andrus is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity in 2025, Skylar worked in various roles including technology staffing at Randstad Technologies and healthcare at AMN Healthcare. Outside of finance, Skylar provides cat sitting services as an independent contractor for Meowtel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Ryan Stepp is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and nine years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent six to seven years with TD Ameritrade entities. Prior to his financial career, he was involved with The Bedford Farmers Market for six years. 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Walter Burroughs is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has been associated with various branches of Fidelity since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across mutual funds, ETFs, and ETPs.

Brianne Moreno is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at PennyMace Loan Services and Credit Union of Texas. Outside of finance, she has experience with the Dallas Symphony Orchestra and in modeling. Fidelity's affiliate, 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 broad range of investment products.

Thomas Shannon is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. He 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and alternative investment options.

Courtney Peters is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Resolute Wealth Partners and Watermark Adviser Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Jeffrey Beck is a CFP®-designated financial advisor at Charles Schwab with 12 years of industry experience. His prior roles include positions at The Vanguard Group, Personal Capital Advisors, E*TRADE, and TD Ameritrade. He is based in Westlake, TX. 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 and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a variety of investment guidance tools and operational capabilities.

Darrell Nichols is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. He worked at TD Ameritrade for one year before joining Charles Schwab in 2017. 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 advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

John Wright currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2017. In this role, he leads, develops, and coaches a team of financial professionals to engage clients effectively. Prior to this, he was Assistant Branch Manager at Fidelity Investments from 2015 to 2017 and Branch Service Manager from 2013 to 2015. His career at Fidelity demonstrates a progressive leadership trajectory within the company.

Eric Schein is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Transamerica and academic work at the University of Texas. 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 advisory guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Christopher Rone is a financial advisor with Fidelity Investments, holding a Series 66 designation and nine years of industry experience. He has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to diverse clients such as retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a wide range of mutual funds, ETFs, and ETPs.

Dylan Cavanaugh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include work with Fidelity Brokerage Services LLC, Victory Briefs Institute, and McCullar Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Corbin Treibs is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes service in the United States Army Reserves and roles within academic library environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and algorithmic approach to portfolio construction across mutual funds, ETFs, and ETPs.

Trent Nelson is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked with Sagepoint Financial Inc for 13 years prior to joining multiple Cetera entities in 2025. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with over $256 billion in assets under management.

Kevin Reynolds is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to joining Schwab, he held positions at Homecare Homebase, Lyft, Uber, and New Life Behavior International. Charles Schwab 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 advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab’s investment center.