Jonathan R. Belter is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies. The firm also holds registrations and advisory roles that distinguish it among large institutional peers.

William Robinson is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and nine years of industry experience. His work history includes roles at Schwab Wealth Advisory Inc., Charles Schwab and Co., Inc., TD Ameritrade, and Northwestern Mutual Investment Services LLC. 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 strategies, operating at scale with centralized custody and supervisory structures.

Brian Roome is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2019. Prior to that, he spent ten years at Guidestone Advisors and related entities. Outside of his advisory work, he has a part-time role delivering food for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Majerczyk is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC and TD Ameritrade. Outside of his advisory role, he assists with scheduling and marketing at The Sports Hangar. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset strategic allocation supported by comprehensive research and alternative investment options.

Randi Harrison is a financial advisor with LPL Financial in Southlake, TX, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. She is also involved in tax preparation and accounting through Bildeaux Accounting Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, combining model portfolios, third-party asset management, and customized strategies, supported by various operational and research tools.

Ryan Knight is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. He applies his extensive experience to assist clients in aligning their investments with their life goals and preparing for retirement. Ryan's background includes 12 years of service in the U.S. Navy, which provides him with a disciplined and dedicated approach to his financial advisory work. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional career, Ryan is a father of two and engages in various outdoor activities including hiking, running, scuba diving, and other family-oriented adventures. His military service and personal interests contribute to his commitment to supporting clients' financial futures.

Ian Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Fidelity Brokerage Services prior to his current role. Outside of his advisory work, he volunteers occasionally with a graphic design organization called Jenny Leicester Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund structures.

Joshua Salazar is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Amazon.com, Inc. and Fidelity Brokerage Services, LLC. Charles Schwab serves a large client base 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 solutions, utilizing multi-asset model portfolios and alternative investments, supported by centralized custody and operational capabilities.

David Alanis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, TD Ameritrade, and TIAA. 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Bryan Hall is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tog Capital Management, Finny Ai, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Wear IV is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. His prior work experience includes positions at Ameriprise, Linch Financial, and a role as a pickleball attendant and tournament organizer at Life Time Fitness. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a centralized operational structure.

Aaron Lowy is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various roles including Assistant Branch Manager, Vice President and Financial Consultant, Branch Service Manager, Senior Investment Specialist, Senior Financial Specialist, and Financial Representative. Throughout his career at Fidelity, Aaron has developed expertise in financial consulting and branch leadership. He emphasizes building impactful relationships based on trust and partnership, believing that strong internal relationships facilitate strong client relationships. No information regarding his education, credentials, personal interests, or community involvement was provided.

Candice Golden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank, SSB since 2021 and previously spent 10 years at TD Ameritrade. In addition to her advisory work, she has been an Avon sales representative since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Matthew Hieber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo firms since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Bowen is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Zachary worked in various roles across industries including technology and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Hunter Wilder is Vice President and Financial Consultant at Fidelity Brokerage Services LLC, a position he has held since 2014. His role involves developing long-term relationships with clients and their families, focusing on trust and personalized financial strategies supported by Fidelity's resources. Prior to this, he served in various capacities at Fidelity, including Regional Planning Consultant, Income Planning Consultant, Senior Retirement Specialist, and Senior Investment Consultant II, accumulating extensive experience since 2000. Hunter holds insurance licenses in Arkansas and California, which complement his expertise in financial planning and investment consulting. His professional background reflects a sustained commitment to serving clients' financial needs through diverse roles within Fidelity. Outside of his professional duties, Hunter has interests in fitness and music, including instrumental performance and singing.

Denise Allen is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she owns Kennelbusters, a customer service business focused on recreation in Dallas, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad investment offerings as well as specialized planning strategies.

Luis Cruz is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2018. Prior to his financial services career, he had roles at Wayfair, ADT, Target, and Texas A&M University. 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 a broad range of investment and custody services.

Robert Crockem Jr. is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at TD Ameritrade Investment Management and Td Ameritrade, Inc. He also serves as Deputy Director of the Joint Staff for the Texas Military Department. Additionally, he is a silent partner in a travel advisory business operated by his wife. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm offers a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Hannah Smith is a Planning Consultant specializing in helping individuals and families manage their financial futures through clear and personalized strategies. She emphasizes aligning financial goals with clients' values and life aspirations to provide tailored advice. Hannah has gained extensive experience through her roles at Fidelity Investments, including positions as Central Relationship Manager from 2024 to 2025, Transition Services Specialist from 2023 to 2024, and Central Relationship Advocate from 2021 to 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Hannah's personal interests include attending concerts, engaging in family activities, parenthood, and photography.