Kevin Mcminimy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Colonial National Mortgage and has held roles in education and various other sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

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.

Andrew Osborn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in the hospitality and service industries, including roles at Chili's Bar and Grill and Chuy's Tex Mex. 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 manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Mejia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Life Time Fitness as a membership concierge, assisting members and connecting them with trainers and instructors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Taylor Wood is a financial advisor with Charles Schwab and holds a Series 66 designation. He has four years of industry experience, including prior roles at Amino Transport and Genuent. Wood 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 and discretionary investment options supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Eric Jeffries is a financial advisor with Fidelity Investments in Westlake, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles advising registered investment companies.

Jason Benitez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. His career includes roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, with distinctive features including commodity pool operation registration and use of AI-driven research methods.

Austin Ault is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to his financial career, he worked in automotive sales and retail. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Peyton Schriner is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Buildertrend and Kinsey Rowe Becker & Kistler. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jacquelyn La Monte Gin is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Designer Shoe Warehouse and BC Renovations. 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 manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Lester Robinson III is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has been associated with various Fidelity entities since 2015. He works within Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers services such as fund advisory and model portfolio delivery.

Rebecca Cooper is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Brown is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. He has worked with Fidelity Brokerage Services, LLC since 2018 and previously was employed at Cellular City LLC from 2015 to 2018. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

Karen Floyd is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior work includes 12 years at TD Ameritrade. She serves as a board member for the non-profit Dance Theatre of Arlington. 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 model portfolio approach supported by centralized operations and due diligence on alternative investments.

Cat Beimesch is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Cat worked in hospitality and fitness sectors, including roles at Movement Gyms and TPG Hotels, Resorts & Marinas. Outside of advising, Cat is employed in metal fabrication and works as a delivery driver for various transportation and grocery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory work, fund advisory, and model portfolios, with distinctive features including CFTC registration and advisory roles to multiple registered investment companies.

Edward Whalen is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Daniel Shepherd is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab & Co., Inc., Robinhood Financial, LLC, and Altruist Financial LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers under discretionary and non-discretionary authorities.

Michael Conn is a financial advisor at Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank and had positions outside finance, including at Chick-fil-A. 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. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and due diligence from its research center.

Bradford Hutchins is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Texas Capital Bank, PNC, and UMB Bank. 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 and integrates advisory, brokerage, custody, and cash-sweep services.

Levi Looper is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Samsung Electronics of America and Dallas Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisory services to registered investment companies, and the use of AI and algorithmic methods in portfolio management.