Abril Toy is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has seven years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2019 and at Charles Schwab Bank, SSB since 2025. Prior to her financial services career, she was employed at The Salvation Army Denver Red Shield and Ross Dress For Less. Charles Schwab & Co., Inc. 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. Schwab offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kerion Cooper is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at TD Ameritrade Inc and Charles Schwab Bank, SSB. He also serves as an instructor at Devry University's Keller School of Business Management. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research.

West Meyers is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He has previously worked at Edward Jones and Avantax Advisory Services. Outside of finance, Meyers performs as a freelance musician at various events and venues. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that includes affiliated and third-party model portfolios.

Leslie Parker is a financial advisor at Fidelity with four years of industry experience. Parker holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior roles include positions at Texas Christian University and Southeastern Oklahoma State University. 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 portfolios constructed through proprietary fundamental research combined with quantitative analysis.

Robert Munday is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity, he worked in various roles including as a licensed real estate agent with The Real Estate Ranch. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alycea Vitela is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles in education and self-employment prior to joining Fidelity. 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 to deliver model portfolios and fund advisory services.

James Gates is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles in healthcare and education prior to joining Fidelity. Fidelity's Strategic Advisers LLC 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, and is notable for its advisory roles with registered investment companies and use of advanced methodologies such as AI in its investment process.

Binod Joshi is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC and Citizens Bank, N.A. He was also involved with Instructional Connections, LLC from 2020 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Brianna Sansom is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank since 2025. Her prior work includes roles at Altar'd State and TekSystems, as well as periods focused on full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational structure.

Alec Bennett is a financial advisor at Mass Mutual Investors Services with two years of industry experience. Prior to his financial advisory career, he served seven years in the U.S. Army and currently holds a position as a Civil Affairs Captain in the U.S. Army Reserve. He also works as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools, with implementation options available through separate brokerage or insurance arrangements.

Na Lian is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Charles Schwab in 2022, Na worked at Heng Feng Tai Shi Capital Management Co., Ltd. from 2014 to 2017. 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 multi-asset model portfolios and a centralized operational structure.

Christopher Chakkalapadavil is a financial advisor at Charles Schwab & Co., Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Cetera Investment Advisors, Citizens Securities, and Truist Advisory Services. Outside of his advisory work, he also works as a delivery driver for DoorDash and as a driver for rideshare services Uber and Lyft. Charles Schwab serves a large client base, 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 access to multi-asset portfolios and alternative investments. The firm is noted for its scale, integrated structure, and centralized platform supporting wrap fee advisory and brokerage services.

Glenn Durr is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank, SSB since 2007 and 2022, respectively. He is based in Westlake, Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated investment services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and alternative investment capabilities.

David Pool is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in various roles including at Edward Jones and as an independent contractor providing football analytics for Pro Football Focus. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.

Stacy Kile is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Fidelity. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Hodgson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at North Texas Orthopedics and North Tarrant Family Practice before joining Charles Schwab. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Quinton Edwards is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and MRC Global. 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 affiliated discretionary SMAs and provides centralized supervisory, custody, and order-routing services.

Brent Shields is a CFP®-certified financial advisor with 18 years of industry experience, currently with Charles Schwab. He has previously worked at Fidelity Investments and TD Ameritrade. 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 guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Steven Sarosy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with various Cetera entities since 2024 and previously spent seven years with Avantax Insurance Agency. Outside of his advisory work, he serves as a recreation specialist for the City of Irving and is involved on the board of the Future Leaders of Irving, focusing on educational programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

David Goldmeyer is a financial advisor at Edward Jones in Lewisville, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked at RGH Enterprises, Inc. Cardinal Health, Inc. from 2020 to 2021, and at Nestle Health Science from 2007 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.