Nicholas Barnwell is a CFP® with 34 years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Vaneda Manuel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020, with prior experience at USAA Investment Management Company and various USAA financial planning and advisory roles from 2015 to 2020. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio approach supported by centralized custody and operational resources.

Jose Salas is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Pennymac, Beyond Finance, AmeriSave, Nationstar, and Homeward. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services including discretionary management, fund advisory, and model portfolio delivery.

Dennis Klees is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TDAmeritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Joseph Weik is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at the Diocese of Fort Worth, Midland ISD, and Strategic Energy Products. Outside of his advisory role, he coaches youth baseball at the North Dallas Baseball Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jamie Andujar is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Schwab, Jamie worked at Olympus Enterprises and Allstate Insurance. Outside of advisory work, Jamie is involved in retail sales through a small apparel business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach. The firm is notable for its scale, integrated structure, and centralized supervisory and custody services.

Brooks Ralph is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Hub City Productions and Arizona Snowbowl. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios utilizing mutual funds, ETFs, and ETPs, and is notable for its regulatory registrations, advisory roles to registered investment companies, and use of advanced technologies such as AI.

Ryan Penshorn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Charles Schwab since 2013. 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 multi-asset model portfolios supported by research and alternative investment options.

Jordan Wiley is a Planning Consultant at Fidelity Investments, where he partners with clients to align their financial goals with their values through thoughtful planning. His current role involves helping clients navigate their financial journeys by combining personalized strategies with Fidelity's approach to financial well-being. Jordan has held multiple positions at Fidelity Investments, progressing from Customer Relationship Advocate in Service (2022-2023) to Client Service Representative in Advisor Services (2023-2024), then to Relationship Manager in Wealth Management (2024-2025), before assuming his current role as Planning Consultant in Wealth Management in 2025. This progression reflects a breadth of experience across client-facing roles within financial services. He holds an Arkansas Insurance License. Outside of his professional work, Jordan enjoys boating, fitness, golf, and traveling.

Meghana Mistry is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked at Charles Schwab since 2022 and previously at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory relationships alongside access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

David Robinson is a Series 66-credentialed financial advisor at LPL Financial with 16 years of industry experience. He previously worked at INVEST Financial Corporation and RFG Wealth Advisory before joining LPL Financial in 2018. Robinson also maintains activities as an independent insurance agent specializing in life, accident, health, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Meghan Cave is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, using systematic methodologies and long‑term asset allocation benchmarks.

Joseph Fiore is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including ZINNBURGER and Allied Wealth Partners. He served as a co-chair for the National Association of Insurance and Financial Advisors Youth Advisory Team, a board role focused on engaging youth and promoting the importance of young advisors in financial services. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Lane Mcgowen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at the University of Dallas for four years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Jacob Poindexter is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2020, following prior roles at Bank of America and Merrill. His background also includes positions in education and healthcare-related organizations. Charles Schwab & Co., Inc. serves a large client base, 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 models with access to discretionary separately managed accounts, offering multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Jennifer Kilby is a CFP® professional based in Westlake, TX, affiliated with Charles Schwab. She has 26 years of industry experience, including prior roles at The Vanguard Group, Fisher Asset Management, and various wealth management firms. She is also the author of a book on communication. 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 relationships and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and is part of the Campanello Wealth Management Group. Jackson focuses on client areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and maintains several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is bilingual in Spanish and English. Jackson serves as a board member for the Culverhouse College of Business Board of Visitors. Outside of his professional work, he enjoys cooking, football, golfing, music, running, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

James Lee is a Series 66 credentialed financial advisor with Fidelity Investments and has worked in the industry since 2023. Prior to joining Fidelity, his background includes roles in education and tutoring services. He is engaged in tutoring and educational activities, assisting students with various academic subjects and learning skills. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.