Joshua Alexander is a financial advisor at Fidelity with the Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2021 and before that was employed by United Supermarkets LLC and Slims BBQ. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Andri Zamora is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, he serves as managing partner of a family LLC involved in managing a rental property. 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 affiliated discretionary SMAs, utilizing multi-asset model portfolios and a formal alternative-investment process.

Iqra Jafri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to her advisory career, she worked at VIPkid and the University of Texas at Austin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Cecilia Ortiz Santos is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Cecilia is currently based in Westlake, Texas. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Vivian Bang is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Capital Advisors, Inc., E*TRADE Capital Management LLC, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized supervision and custody services.

Wen Cheng is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and TD Ameritrade. His background also includes an entrepreneurial role with Hnegxin Trademark. Merrill, together 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.

Danny Munoz is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has nearly two decades of experience in the financial services industry, all of which has been with Fidelity. Throughout his career, Danny has held multiple positions including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and 401k Specialist. Danny's expertise spans various aspects of financial consulting and portfolio management. He holds insurance licenses in Arkansas and California. He is committed to ethical practices and financial literacy, focusing on delivering a high level of service to help clients make informed financial decisions. Danny aims to positively impact his clients and the people important to them through his work.

D Nard Arthur is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Arthur serves on the Board of Management at the Semones YMCA, contributing to community activities and events. 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 and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, offering multi-asset model portfolios and comprehensive financial planning.

John Breeding is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various divisions within Fidelity since 1998 and is currently based in Southlake, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages complex multi-manager and fund-of-funds structures.

Matthew Nicholson is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2014. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, delivering model portfolios for intermediary platforms.

John Howard is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2009. Outside of his advisory role, he operates a coaching and consulting business as a sole proprietor. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Duncan Gates is a CFP® with 18 years of industry experience, currently serving at Cetera. His work history includes roles at Avantax Advisory Services and Avantax Insurance Agency, and he is also the Director of Tax & Accounting at Joseph Hancock Tax and Financial Service, where he prepares tax returns for individuals and businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and consulting services.

Jake Sewell is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation. Prior to joining Charles Schwab, he worked at Boston Scientific and has experience in education and golf-related roles. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a blend of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s scale and integrated structure allow it to combine personalized advisory recommendations with access to affiliated discretionary portfolios and alternative investments.

Goutam Datta is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is an incorporator of the Tagore House Initiative, a nonprofit organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

Kelechi Anyanwu is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Charles Schwab since 2017 and previously spent two years at Wells Fargo. 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 provides a comprehensive, integrated platform with centralized custody and operational support.

Sydney Sheehan is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with distinctive roles in commodity pool operation and fund governance.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, 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 diversified investment strategies.

Mitchell Thunell is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Merrill, Edward Jones, and Robinhood, prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Matthew Dowler is a Series 66-licensed financial advisor with Fidelity in Westlake, TX, and has three years of industry experience. Prior to joining Fidelity, he worked in various roles including at West Coast University and in coaching youth wrestling. Outside of advisory work, he coaches a private wrestling club and travels for national and local tournaments. 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 create model portfolios that include mutual funds, ETFs, and ETPs.