Antonio Mijares is a financial advisor with Charles Schwab based in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held positions at Pro Unlimited, Target, Wingstop, and Lifetime Fitness. 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 multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Majors is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Outside of his advisory role, he owns and operates ReadyCare Wellness LLC, a business focused on online retail sales of surgical recovery kits. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, and other organizations.

John Mcmanus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Charles Schwab for seven years before joining Fidelity in 2025. 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 employs a combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Emma Woods is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, she worked at Lululemon and several retail companies including Target and Nordstrom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop diversified model portfolios.

Leah Mead is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Cetera and affiliated entities since 2024. Prior to that, she was employed at Avantax and HealthEquity. Outside of her advisory role, she has been involved with Valet Living, a service focused on trash and recycling collection. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Beasley is a financial advisor at Fidelity with Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior positions in diverse fields such as education and retail. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its regulatory registrations and advisory roles to registered investment companies.

Marcus Waller is a financial advisor with Fidelity and holds a Series 66 designation. He has five years of industry experience, including roles at Fidelity Investments and Chase Bank. His background also includes a brief period at Petco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves clients through discretionary and non-discretionary advisory services.

Danh Tran is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors prior to joining Charles Schwab in 2025. Outside of his advisory role, he owns a non-agent real estate investment property. 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 managed account services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.

Alexei Nechiporenko is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at First Watch and UPS before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Breanna Burke is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

David Ryan is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. from 2006 to 2024. Outside of his advisory role, he is a member of Group Therapy, LLC, which operates a rental service not related to real estate. 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 a multi-asset model portfolio approach supported by due diligence from its Center for Financial Research.

Martin Rodriguez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at Charles Schwab since 2023, with prior roles at TD Ameritrade, Lumio, AmeriSave Mortgage Corporation, and KPMG. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services. The firm employs a model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset investment strategies and a centralized operational structure.

Ofodile Odifu is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Lakeshore Financials, Sparkys Consulting & Tactics LLC, Signal 88 Security, Bankers Life, and Advanced Nutrients. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses across various planning topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Sarah Zimmerman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials. She began her advisory career at Fidelity in 2024. Prior to this, she held various roles in education and community organizations, including positions at Irving ISD and Northwest ISD. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios across mutual funds, ETFs, and ETPs.

Ryan Ledet is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Leigh Sneeringer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 2004. Outside of his advisory role, he serves as Treasurer on the Executive Leadership Team of St. Peter Lutheran Church in Roanoke, Texas. Strategic Advisers LLC, a Fidelity Investments company, 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 across a broad range of mutual funds, ETFs, and ETPs.

Salvador Flores is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. 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, combining non-discretionary advice with access to discretionary separately managed accounts and alternative investments.

Winston Taylor is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 certifications and has previously worked at Empower Advisory Group, Empower Financial Services, Robinhood Markets, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 options, centralized supervisory and custody services, and integrates alternative investments within its multi-asset portfolio approach.

Jakai Sherriff is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his career in finance, he was associated with Moviehouse and Eatery and Tarrant County College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios across mutual funds, ETFs, and ETPs.