Kelly Pham is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Strategic Advisers, and Fidelity Brokerage Services. She is also a rental property owner outside of her advisory work. 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, combining non-discretionary and discretionary investment approaches supported by centralized custody and operational resources.

William Jones is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at BEST Crowd Management and LeagueApps, and he is involved in a family business, Sweetwater Creek Ranch, where he serves as Head Guide. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jesse Frankland is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments, including Planning Consultant in 2024, Fixed Income Representative in 2023, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Jesse is committed to understanding his clients as individuals and helping them achieve financial success and confidence in their future. Outside of his professional role, Jesse's personal interests include biking, gardening, and parenthood.

Miguel Aguilar is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Kyle Phelps is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Investment Consultant. Kyle's experience spans client relationship management and investment consulting. He holds an Arkansas Insurance License, supporting his work in financial consulting. Kyle partners with clients to create tailored financial plans designed to help them pursue their goals and achieve peace of mind. Outside of his professional work, he has interests in fitness and traveling.

Jordan Brown is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Conn's Appliances. 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 offers a range of investment options supported by Schwab’s in-house research and centralized operational structure.

Winston Malone is a financial advisor with Cambridge Investment Research Advisors in Trophy Club, TX, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Cambridge Investment Research since 2013. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Patrick Warnock is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at DoorDash and multiple positions in the food service and environmental sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research alongside quantitative and algorithmic portfolio construction methods. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing diversified model portfolios.

William Mc Gee is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc., and spent one year at the University of Oklahoma. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. Schwab provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Andrew Warren is a Series 66-registered financial advisor with Fidelity Investments, based in Westlake, TX. He joined Fidelity in 2025 and has prior experience at Bell Textron, Textron Inc, and Miami University. Fidelity’s 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 model portfolios from mutual funds, ETFs, and ETPs, and plays a formal advisory role to multiple registered investment companies.

Laurence Elmore is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2021. 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, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and centralized operational infrastructure.

Jonathan Schooley is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including TD Waterhouse Investor Services, Ameritrade, Ally Invest Securities, Polaris Wealth Advisory Group, and RWA Wealth Partners. Schooley is currently based in Westlake, Texas. 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 offers a combination of non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and thorough due diligence processes.

Schuyler Marin is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® and CFA® designations and has been with Charles Schwab and its affiliated entities since 2014. He also has an ongoing association with Arizona State University since 2005. 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 offers a mix of non-discretionary and discretionary investment solutions, combining centralized custody and operational structures with multi-asset model portfolios and access to alternative investments.

Scott Hennigan is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to his career in finance, he was employed at John Wiley and Sons from 2015 to 2016. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

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 licenses and eight years of industry experience. His prior work includes roles at 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 separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brian Roome is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at GuideStone Advisors and related entities for nearly two decades before joining Merrill and Bank of America in 2019. Outside of his advisory role, he works part-time delivering food for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of financial products and services.

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 at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services among other firms. Outside of her advisory role, she is involved with Bildeaux Accounting Services, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support both discretionary and non-discretionary management.

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.