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 licenses and has worked at several firms including TD Ameritrade and TIAA before joining Charles Schwab in 2022. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

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 bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Julie Hess is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Baylor Scott and White Medical Center. Outside of financial advising, she has participated in food delivery services through Uber Eats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, emphasizing a nationwide network of advisors and branch offices alongside affiliated capabilities such as trust services and securities-based lending.

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.

Michael Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Frost Brokerage Services, and Provasi Capital Partners. He 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 offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and a formal alternative-investment process.

Preston Laine is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at DHL Supply Chain and Coca-Cola Bottling Co. Consolidated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Karina Yilmaz is a financial advisor at Fidelity with a Series 66 designation. She has less than one year of industry experience and has held prior roles at various companies including ESS South Central, LLC, Homeaglow, and Uber. 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 manage portfolios that include mutual funds, ETFs, and ETPs.

Jeremy Lucas is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including his current role at Fidelity Investments. Prior to his finance career, he held positions at Bank of America, Indiana Wesleyan University, and AT&T Mobility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and manages model portfolios using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Jeffrey Shaw is a financial advisor with LPL Financial in Southlake, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.