Anthony Niehaus is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a decade at Nationstar Mortgage LLC and a year with Garland Independent School District. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Adrian Valles is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and SPR Packaging LLC. 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Carolyn Castillo is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab, as well as a period as a homemaker. 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 and affiliated discretionary SMA solutions, supported by centralized custody and operational infrastructure.

Nicholas Yocum is a Financial Consultant with experience in financial planning and client relationship management. His professional background includes roles such as Planning Consultant and Central Relationship Manager at Fidelity Investments from 2023 to 2026, and Pinnacle Consultant at Charles Schwab from 2020 to 2022. He holds insurance licenses in Arkansas and California. Nicholas works with clients to develop financial plans and navigate complex financial landscapes aimed at achieving long-term goals. Outside of his professional work, Nicholas has interests in art, fitness, museums, pets, puzzles, and traveling.

Michael Bruno is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Mark Spain Real Estate and Stewar Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of AI-driven research methodologies.

Jared Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Everon LLC, Wal-mart, and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Jasmine Murillo Figueroa is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo and Velvet Box. 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 separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

Adam Cogar is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its related entities since 2013. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with an integrated structure that supports centralized supervision, custody, and order routing.

Chad Crawford is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments since 2017 and a prior position at Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Talyta Simbeck is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019, following three years at Axa Advisors, LLC. Prior to her financial services career, she was employed at Chamberlains Steak & Chop House for ten years. Strategic Advisers LLC, a Fidelity Investments company, serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in its investment process, and holds unique registrations and advisory roles among large institutional peers.

Craig Molldrem is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. His prior experience includes roles at North Star Consultants, Inc., Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is an author and maintains involvement with North Star Consultants as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers across various program structures.

Jesus Marin Sanchez is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. His current role has been with Charles Schwab since 2022. 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 using multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Erik Acuna is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities before joining Charles Schwab in 2017. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Oscar Munoz is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials. His previous roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. before joining Charles Schwab. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Kelly Pham is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Strategic Advisers, and Fidelity Brokerage Services. She is also a rental property owner outside of her advisory work. 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, combining non-discretionary and discretionary investment approaches supported by centralized custody and operational resources.

William Jones is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at BEST Crowd Management and LeagueApps, and he is involved in a family business, Sweetwater Creek Ranch, where he serves as Head Guide. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Jesse Frankland is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments, including Planning Consultant in 2024, Fixed Income Representative in 2023, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Jesse is committed to understanding his clients as individuals and helping them achieve financial success and confidence in their future. Outside of his professional role, Jesse's personal interests include biking, gardening, and parenthood.

Susan Mc Adams is a financial advisor at Merrill with 32 years of industry experience. She has held her current role since 2009 and holds Series 63 and Series 66 designations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victoria Canter is a financial advisor with Wells Fargo Advisors in Coppell, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and First State Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Miguel Aguilar is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.