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 nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at John Wiley and Sons and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with a noted emphasis on systematic methodologies and oversight of sub-advisers.

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 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 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.

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 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.