Richard Schnurr is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant and Retirement Solutions Consultant. In his current capacity since 2021, he focuses on providing financial guidance to clients, particularly in areas such as tax-efficient investing, legacy planning, and retirement planning. Throughout his tenure at Fidelity Investments, Richard has developed expertise in helping clients pursue lasting financial freedom. He aims to collaborate with clients to design plans that reflect their commitment to saving and investing for the future, emphasizing a relationship grounded in trust and integrity. Richard holds a California Insurance License. Outside of his professional role, he engages in personal interests including family activities, football, golf, hiking, outdoor adventures, and traveling.

William Hickman is a financial advisor at Minas Wealth Management LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Minas Wealth Management since 2008. Minas Wealth Management LLC serves individual clients and small retirement plans, providing portfolio management and pension consulting. The firm primarily manages assets on a non-discretionary basis, working closely with a small client base to implement investment decisions with client approval.