William Smith is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Michael Lewis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Schwab in 2022. Outside of his advisory role, he works as an independent contractor for a business called A Closer Look, where he visits and reviews locations. 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, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Alexandra Griffis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and six years of industry experience. She has worked at Charles Schwab since 2019 and has prior experience with Emerald Media Group and the University of Oregon. 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 relationships with access to discretionary separately managed accounts and offers a broad range of integrated investment, custody, and brokerage services.

Joshua Evers is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the University of Texas at Dallas and was involved with Karate for Kids for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios incorporating algorithmic and AI-based methods.

Alexandria Secreast is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her background includes roles at Prime Meridian Bank and teaching positions at Maclay School. She has also worked as an entrepreneur with Gypsy Rose Boutique. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jared Escamilla is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Fisher Investments, Fidelity Investments, and Morgan Stanley affiliate Compunnel. He has also been involved in entrepreneurial ventures such as Save A Shield Inc and BowKay Designs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice and customized performance reporting supported by centralized due diligence and quantitative research.

Robert Winter is a financial advisor with Stifel in Southlake, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith, Inc. Outside of his advisory work, he serves as President of the North Texas Baseball Club, a nonprofit youth baseball organization. Stifel serves a diverse clientele, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Maximus Panday is a Financial Consultant at Fidelity Investments. In his role, he works with clients to co-create and implement tailored, comprehensive plans aimed at progressing toward their financial goals. Maximus has held various positions within Fidelity Investments since 2013, including Investment Management Consultant II and Workplace Planning Consultant III. He holds insurance licenses for Arkansas and California.

Diana Sisk is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Fidelity Investments since 2013. She holds a Series 63 license and is a partner in BRD I Partnership, Ltd. located in Waco, Texas. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including multi-manager structures and registered investment companies.

Kelsey Bunner is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her background includes roles at Charles Schwab Bank SSB and Charles Schwab, as well as prior work in retail and municipal positions. 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, offering a combination of non-discretionary advisory and discretionary separately managed accounts.

Kianna Estacion is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she held various roles including positions at University of North Texas and work in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and quantitative analysis. The firm is notable for its advisory roles to registered investment companies, use of algorithmic research methods, and formal governance procedures.

Aadya Ahuja currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, Aadya collaborates with clients to develop comprehensive financial plans aimed at achieving both short- and long-term goals. Aadya is dedicated to assisting clients throughout their financial journeys and fostering strong relationships through tailored solutions. Aadya has progressed through various positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, then advancing through roles as Investment Solutions Representative I and II before reaching the current position. This experience reflects a continuous commitment to supporting clients' investment needs. Outside of professional responsibilities, Aadya has interests in board games, cooking and baking, fitness, playing musical instruments, caring for pets, and traveling.

Sushen Sehgal is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities from 2019 to 2021. He also engages in property investment as the sole proprietor of Prithvi Capital Holdings, focusing on researching long-term investment opportunities. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios that integrate mutual funds, ETFs, and ETPs.

Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Jason Cargill is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, LPL Financial, and Mutual Advisors. He also serves as a Non-Public arbitrator, sitting on panels to hear cases. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carl Lok is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to this, he was employed at TD Ameritrade and JP Morgan Securities LLC, and he was involved with MJSA Inc, operating Asia Bowl & Grill for 16 years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers strategic asset allocation supported by research from its Center for Financial Research.

Matthew Friday is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.

Ashley Jesko is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for five years. Outside the financial industry, she has been involved with Sharkey Cuts for Kids, where she handles appointment scheduling and customer service. Charles Schwab 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed guidance and a centralized operational structure.