Steven Wilder is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. 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 a centralized operational structure.

Oliper Nherera is a financial advisor at Fidelity with Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, he worked at Albertson and served as a children’s services social worker for UK local authorities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Harrison Pope is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He joined Edward Jones in 2025 after prior roles in various industries including Actalent and Telus International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Zachary Rubio is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Costco Wholesale and Texas A&M Agrilife, as well as experience in education and hospitality. He is based in Westlake, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and comprehensive due diligence.

Robert Kirchhoff is a financial advisor with Charles Schwab and Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his advisory role, he worked at TD Ameritrade and has experience in the beverage and hospitality industries, including a position at Canarchy Craft Brewery Collective. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Tiara Flores is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she was involved in entrepreneurial ventures including operating Coffee Slut Guam LLC from 2020 to 2023. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and oversee its investment strategies.

Ezekiel Green is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at DJS International Services, Inc. and G.A. Cox Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Andrew Falla is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Merrill and Bank of America from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large scale and integrated operational structure.

Joe Park is a financial advisor with Fidelity Investments, holding Series 63, Series 65, and Series 66 designations and bringing 29 years of industry experience. He has worked in various capacities at Fidelity since 1996, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive features such as registered commodity pool operations and formal advisory roles to multiple registered investment companies.

William Barrow is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2009 to 2022 before joining Schwab in 2022. 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 blend of non-discretionary and discretionary investment options with centralized custody and operational support.

Charles Hallam is a financial advisor with Wells Fargo Clearing in Coppell, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. His spouse holds a majority ownership and officer role in KAH3 Enterprises, LP. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Brian Garrick is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Charles Schwab since 2009 and at Charles Schwab Bank, SSB since 2012. 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 a multi-asset investment approach and integrated custody and brokerage services.

Anthony Bird is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity brokerage Services LLC since 2018. His background includes prior roles at Targus Associates, LLC and Mellow Mushroom. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Virginia Regan is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. She 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, offering a multi-asset investment approach supported by centralized custody and operational processes.

Korey Rogers is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at Wells Fargo Advisors and Edward Jones, spanning over a decade. He is also involved with 728b Ranch, LLC, a business entity unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Paul Attaway Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2021, following a 13-year tenure at TD Ameritrade. Outside of finance, he is a photographer who conducts sessions outside normal business hours and assists with bookkeeping for a beauty salon operated by his wife. 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. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investment program.

Kimberly Sanchez is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Brook Furniture Rental and Greystar Property Management. Outside of her advisory role, she is an independent contractor with Amway Corporation and operates an Airbnb-style rental home through FKJ Covenant Enterprise LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and supports model portfolios delivered to intermediary platforms.

Isabel Adamiak is a CFP® and Series 66 license holder with six years of industry experience. She is currently affiliated with Charles Schwab, having worked at various Schwab entities and TD Ameritrade since 2019. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Omar Laghari is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior work experience includes roles at TD Ameritrade, AutoNation, Amazon, and McClatchy. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.