Nathan Andersen is a financial advisor with Charles Schwab, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab & Co., Inc. since 2018, as well as previous positions at Cottonwood Residential and Quiktrip. Outside of his advisory work, he owns a music production and entertainment services business, Ruminari Sounds LLC. Charles Schwab & Co., Inc. 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, financial planning, and custody services within a large, integrated broker-dealer and investment adviser platform.

Regon Jefferson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Spark and Regions, and was involved in various delivery and marketing roles. Outside of his advisory work, he continues to work as an independent contractor in ride-sharing and grocery delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.

Andrew Martz is a financial advisor with LPL Financial in Southlake, TX, holding CFP® and Series 66 credentials and 19 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Jakob Brown is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include work at Cornerstone Financial Solutions and various positions outside finance, including at Mau Marine and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to serve a diverse client base.

Michael Consolo is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Charles Schwab Bank. Outside of his advisory role, he contributes articles weekly to CubbiesCrib.com. Charles Schwab 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 managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and has a centralized operational structure supporting its wealth management programs.

Catherine Curtin is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2013. 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 using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

William Toller III is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2019. Prior to his financial services career, he worked in roles at Southwire Tools and Equipment, Active Network, and Milwaukee Tool. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Chaz Huntzinger is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Lazy Dog and Cheddar's Scratch Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of integrated custody and brokerage services.

Jared Fry is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Fidelity, he worked at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and Avis Budget Group. Outside of financial advising, he serves as a trustee for Fry Inventions, an LLC involved in patent filing and inventions. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research and quantitative analysis to construct algorithmic model portfolios from a broad investable universe.

Taylor Timms is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, TD Ameritrade, DQB Entertainment, and Timms House. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Donahue is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and prior employment in the technology and hospitality sectors. He has also been involved with Read Youth Charities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Nicholas Shankle is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2020. Prior to his current role, he worked with Fidelity Talent Source and held positions in various industries including entertainment and property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Khalid Abdoh is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and the operation of an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Omar Trujillo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Empower Retirement, and earlier tenure at Fidelity. Outside of his advisory work, he owns and operates Hey Y’all Barbecue, a BBQ catering business based in Naples, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jamie Bloom is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. 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 managed-account and financial planning services. The firm offers a blend of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by extensive research and a centralized operational structure.

Austin Skipper is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2010, progressing through various positions including Senior Manager from 2021 to 2025, Learning Lead from 2011 to 2021, and Customer Relationship Advocate from 2010 to 2011. His professional experience encompasses client service and financial planning. Austin's approach to client service emphasizes creating an environment where clients can share their authentic stories and vulnerabilities. This enables the development of financial plans tailored to clients' preferences and confidence in their long-term strategies. Outside of his professional responsibilities, Austin's interests include comedy, concerts, family activities, football, parenthood, and reading.

Michael Sauceda is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing discretionary and non-discretionary portfolios and utilizing systematic methodologies for long-term asset allocation.

Ryan Pierce is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Vanguard Homes, Swede Liquor, Peak View Roofing, and a background in education and construction. 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 guidance, supported by a multi-asset model portfolio approach and a centralized operational structure.

Timothy Coolman is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eduardo Rosas 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 roles include positions at TD Ameritrade, Fastenal, and Domino's Pizza. 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-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.