Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.

Nathan Rogers is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab, he worked in various roles including positions at Fresh Door Properties and Life Time Fitness. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Bethany Huff is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Prosper Trading Academy, DoorDash, Talos Holdings, and Eagle Mountain Saginaw ISD. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and rigorous investment due diligence.

Kevin Cloud is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at ECI Software Solutions, Kayo Energy, Lifetime Fitness, and Albertsons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Haley Goodman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Haley held roles at PACCAR Financial Corp., Charles Schwab, and has experience in various other positions across different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and is noted for its use of advanced methodologies and formal governance practices.

Brian Olson is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets beginning in 1993. Olson holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Jordan Campsey is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of nearly 24,000 financial advisors. 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.

Brady Harris is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including High Net Worth Service Associate, Help Desk in Client Services, Workplace Planning Consultant, Benefits & Planning Consultant in Executive Services, and Financial Consultant I before assuming his current position in 2025. His professional experience encompasses financial consulting and benefits planning, with a focus on helping clients plan for long-term financial well-being. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady has interests in food, movies, music, pets, photography, and traveling.

Sandra Davidson is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2001. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Clayton Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his financial career, he spent five years at Pluckers Wing Bar. 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. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Ernest Trader is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive roles such as commodity pool operator registration and formal advisory responsibilities to multiple registered investment companies.

David Smith serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been dedicated to helping families understand their financial needs, identify risks, and develop plans aimed at achieving financial security. Prior to his current position, David worked as a Retirement Relationship Manager at Fidelity Investments from 2006 to 2012 and as a Financial Advisor at Ameriprise Financial from 2005 to 2006. He holds insurance licenses in Arkansas and California. Outside of his professional work, David engages in activities such as fishing, football, outdoor adventures, and volunteering, and he values his role in parenthood.

Robert Knous is a financial advisor with OSAIC based in Southlake, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for ten years. Outside of his advisory role, he is active as an insurance agent specializing in life and health insurance and owns a personal S corporation for income and tax reporting. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides a range of financial services and uses asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Benjamin Pyron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior career includes roles at Stine Enterprises LLC and Hawaiian Bros Island Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Schwab in 2019, Mitchell worked at J. P. Morgan Chase and PLS Check Cashiers. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Laura Gentry is a financial advisor with LPL Financial in Denton, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rebecca Prichard is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at TD Ameritrade and AR Services, as well as work with Fundraise with Unique. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

James Hill is a Planning Consultant with experience in retirement planning, having worked at Fidelity Investments in various capacities from 2021 to 2026. His roles included Retirement Planner Associate, Retirement Planner, and Director, Retirement Planner. He holds insurance licenses in Arkansas and California, enabling him to provide insurance-related financial guidance. James works with families to understand their financial needs and goals to co-create financial plans aimed at achieving financial security. Outside of his professional work, James has interests in board games and football.

Conner Paty is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 66 and Series 63 licenses and with five years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 accounts. The firm provides integrated advisory, brokerage, custody, and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.