Adrian Chevannes is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at American International Group, VALIC Financial Advisors, and Fidelity Brokerage Services. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, integrated custody, and alternative investment services.

Alan Fisher is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, Persei LLC, and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Oscar Lucio is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. 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 discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Darrell Todd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years with Hilltop Securities Independent Network Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sheymar Lausell is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and Fransglobal Corp., alongside experience at a law firm and a retail business. Lausell is currently based in Roanoke, TX. Charles Schwab 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 managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Jason White is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anthony Zaleski is a financial advisor at Fidelity with Series 63 and Series 65 designations and three years of industry experience. Prior to joining Fidelity, he worked at PCC Search, LLC and held positions in the retail food industry. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brooke Woodson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Schwab, she worked at TD Ameritrade and has held roles at several other firms and businesses. She has been with Charles Schwab and its affiliated entities since 2020. 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 centralized operational structure supporting a large client base.

Ryan Haynes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His background includes service in the U.S. Coast Guard and roles in both solar energy and retail prior to his current position. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset model portfolio approach.

John Min is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. His prior work includes positions at Charles Schwab Bank, Nike, and roles in education and extended travel. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive investment research and due diligence.

Corey Vance is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes a year at Northwestern Mutual and ongoing service in the U.S. Army since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Barton Jefferys is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity in 2025, he worked at Empower for three years and Prudential Financial for eleven years. Outside of his advisory work, he assists with light bookkeeping and operational support at his family’s agricultural farm in Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates fundamental research and quantitative analysis to construct portfolios using systematic methodologies and long-term asset allocation benchmarks.

Ruben Perea is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes positions at Fidelity since 2020, along with earlier roles in the hospitality and education sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Causen Shafer is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Charles Schwab Bank, Frost Bank, and Summer Moon Coffee LLC. Outside of advising, he has worked as a delivery driver for Door Dash. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a variety of advisory and brokerage services, offering both non-discretionary and discretionary investment solutions supported by integrated custody and operational infrastructure.

Joshua Sulak is a Planning Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual needs, aiming to help them feel confident in their financial decisions. Joshua has experience in various roles at Fidelity Investments, including Director Retirement Planner from 2023 to 2025, Retirement Planner from 2022 to 2023, Retirement Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joshua enjoys board games, cooking and baking, family activities, exploring food as a foodie, football, and parenthood.

Brent Mc Ilvain is a CFP®-designated financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Brown is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of finance, he is involved in television acting in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through diverse strategies.

Victor Lazcano is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he held positions in a variety of sectors including technology, military service, and retail. Lazcano served as a sergeant in the U.S. Army and continues to fulfill monthly military duties. 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 investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure.

Ryan Marquardt is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brent Herren is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. and TD Ameritrade in various capacities since 2018. Outside of his advisory role, Herren serves on the board and finance committee of Hope Community Church of the Nazarene. 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 largely non-discretionary investment guidance combined with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized operational and supervisory structures.