Robert Allsup serves as Vice President and Financial Consultant at Fidelity Investments, where he has been since 2020. He brings extensive experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade from 2010 to 2020, Fixed Income Specialist at Fidelity Investments between 2008 and 2010, and Investment Consultant at Fidelity from 2006 to 2008. Earlier in his career, he worked as a Service Representative at Fidelity Investments and as a Financial Consultant at Northwestern Mutual. Robert holds an Arkansas Insurance License, supporting his expertise in financial consulting and client service. His approach focuses on simplifying investing and aligning clients' capital use with their values. Outside of his professional role, he enjoys baseball, family activities, fitness, music, pets, and reading.

Hector Ortiz Ramirez is a CFP® with seven years of industry experience, currently affiliated with Charles Schwab. He has worked at Charles Schwab & Co., Inc. since 2018 and previously spent five years with Santander Consumer USA. Hector holds Series 66 and Series 63 licenses. 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 both non-discretionary and discretionary investment solutions, employing multi-asset model portfolios and centralized custody and brokerage functions.

Alexis Fothergill is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Alexis worked at Fidelity Investments and has a background that includes roles outside the financial industry, such as employment at Trader Joe’s. 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 non-discretionary and discretionary investment management alongside comprehensive brokerage and custodial services.

Emily Corona is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has been with Fidelity Investments since 2022 and has prior work experience in various roles outside the financial industry, including ownership of a coffee bar. Strategic Advisers LLC, a Fidelity Investments company, provides 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 serves both retail and institutional investors and is noted for its advisory roles with registered investment companies and use of systematic investment methodologies.

Richard Marino is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank since 2026. 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 related financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Dakoda Trull is an Investment Solutions Representative III at Fidelity, a role held since 2025. Prior to this, Dakoda progressed through several positions within Fidelity, including Investment Solutions Representative II in 2024-2025, Investment Solutions Representative I in 2023, and Client Relationship Advocate from 2022 to 2023. In the course of this experience, Dakoda assists clients in defining and advancing their financial goals by understanding their individual stories and aspirations. This collaborative approach aims to develop custom investment strategies and financial plans tailored to clients' specific needs.

Whitney Baker is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade. Prior to her financial services career, she was employed at Rockwall High School for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options supported by Schwab’s in-house research and centralized operational structure.

Philip Kendall is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Kendall serves on the boards of the Dallas Fort Worth CFA Society and the Mosshaven Elementary Dad's Club. 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 related managed-account and financial planning services. Schwab offers a mix of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Kirsten Sedino is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she was involved in the restaurant industry as an officer responsible for marketing at Meat U Anywhere Management LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and consulting for retail and institutional investors.

Vincent Bowery is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His background includes service in the United States Navy from 2013 to 2017 and roles at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs proprietary research combined with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

Casey Nace is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade and Chase Bank. 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 models with access to discretionary separately managed accounts and incorporates a formal alternative-investment onboarding process.

Anthony Niehaus is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a decade at Nationstar Mortgage LLC and a year with Garland Independent School District. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Adrian Valles is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and SPR Packaging LLC. 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Carolyn Castillo is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab, as well as a period as a homemaker. 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 and affiliated discretionary SMA solutions, supported by centralized custody and operational infrastructure.

Nicholas Yocum is a Financial Consultant with experience in financial planning and client relationship management. His professional background includes roles such as Planning Consultant and Central Relationship Manager at Fidelity Investments from 2023 to 2026, and Pinnacle Consultant at Charles Schwab from 2020 to 2022. He holds insurance licenses in Arkansas and California. Nicholas works with clients to develop financial plans and navigate complex financial landscapes aimed at achieving long-term goals. Outside of his professional work, Nicholas has interests in art, fitness, museums, pets, puzzles, and traveling.

Michael Bruno is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Mark Spain Real Estate and Stewar Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of AI-driven research methodologies.

Jared Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Everon LLC, Wal-mart, and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Jasmine Murillo Figueroa is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo and Velvet Box. 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 separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

Adam Cogar is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its related entities since 2013. 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 and discretionary investment guidance using multi-asset model portfolios, with an integrated structure that supports centralized supervision, custody, and order routing.

Chad Crawford is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments since 2017 and a prior position at Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.