Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Mario Martinez is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Clean Solutions Services LLC, and Crescent Resources LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts 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 in-depth research and a centralized operational structure.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Sahithi Pyde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held positions at Genpact and Pay Asia PTE Ltd. She also had a role at Bottomless Promotion in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments based in Westlake, Texas. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Fidelity, he worked at PennyMac and spent four years at Texas Tech University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.

Robert Giroux is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His prior work includes roles at Dynamic SLR and Texas Gun Experience. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Sean Mccloskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Mccloskey previously was involved with the Humane Society of North Texas from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and managing model portfolios across mutual funds, ETFs, and ETPs.

Jana Walker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes positions at Texas Roadhouse, Bell Helicopter, and service in the United States Marine Corps. She has also held roles at UT Arlington and LeBlanc & Associates. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Dillon Duren is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and the wealth management team to co-create comprehensive plans aimed at helping clients achieve their financial goals. Dillon has held multiple positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2025, Investment Solutions Representative from 2020 to 2022, Central Relationship Manager in 2020, and Customer Relationship Advocate from 2019 to 2020. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dillon is engaged in family activities, social events with friends, golf, parenthood, and caring for pets.

John Williams is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Before joining Fidelity, he worked in the hospitality and HVAC industries. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dang Le is a financial consultant at Fidelity Investments with over three decades of experience at the company. He works closely with clients to develop comprehensive financial plans aimed at enhancing their confidence during market fluctuations. His career at Fidelity Investments spans multiple roles, including positions as a Relationship Officer, a member of the Fidelity Workplace Solutions team, and involvement with Fidelity Private Access and Brokerage Trading. Through these roles, he has gained extensive experience navigating various market conditions alongside his clients. Dang holds insurance licenses in Arkansas and California.

Richard Dow is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 63 and Series 66 designations and has six years of experience at Charles Schwab, preceded by roles at The Ritz-Carlton, Liberty Mutual Insurance, and Marriott International. 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 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 in-house research and alternative investment options.

Barnabas Omejia is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Outside of his advisory work, he operates a luxury car rental business. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Benny Macias is a Planning Consultant at Fidelity Investments. He currently serves clients by helping them build strong financial foundations for their future. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional life, Benny enjoys spending time with his family and engaging in activities such as golf, fishing, baseball, and boating. He is married and enjoys going on adventures with his wife and son.

Javier Garcia is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked for Mr. Cooper Mortgage LLC for ten years before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI in its investment process.

Christopher Sanchez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, along with service in the US Army Reserves. Outside of finance, he has worked in higher education at The University of Tampa and in the hospitality industry at Texas de Brazil. 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 portfolio management, supported by multi-asset model portfolios and alternative investment options.

Brandon Dillman is a financial advisor at Edward Jones in Roanoke, TX, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse client types such as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and 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.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. 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 client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.