Marcus Waller is a financial advisor with Fidelity and holds a Series 66 designation. He has five years of industry experience, including roles at Fidelity Investments and Chase Bank. His background also includes a brief period at Petco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves clients through discretionary and non-discretionary advisory services.

Danh Tran is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors prior to joining Charles Schwab in 2025. Outside of his advisory role, he owns a non-agent real estate investment property. 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 managed account services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.

Alexei Nechiporenko is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at First Watch and UPS before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Breanna Burke is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and TD Ameritrade. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

David Ryan is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. from 2006 to 2024. Outside of his advisory role, he is a member of Group Therapy, LLC, which operates a rental service not related to real estate. 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 advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by due diligence from its Center for Financial Research.

Kevin Corkery is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Fidelity Investments and has held roles supporting nonprofit organizations, including providing accounting services on weekends for Stonewall Group LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across various planning topics. The firm emphasizes combining planning with managed-account services while maintaining separation between the two.

Alyssa Blassingame is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Fidelity Investments and has a varied background including roles in education and retail. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu, including specialized services such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.

Laura Rodriguez is a financial advisor with LPL Financial in Fort Worth, TX. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at American Airlines Credit Union, Charles Schwab, and Truist, as well as experience in education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from LPL Research and third-party providers.

Eric Lee is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he partners with clients to develop, implement, and maintain financial plans tailored to their individual goals. Prior to his current position, Eric held various roles at Fidelity Investments, including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, and Financial Representative, gaining comprehensive experience in financial services over more than a decade. Eric's professional expertise encompasses financial planning and investment consulting. Outside of his work, he has interests in cooking and baking, fitness, golf, and traveling.

Martin Rodriguez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials. He has four years of industry experience, including prior roles at TD Ameritrade, Lumio, AmeriSave Mortgage Corporation, and KPMG. 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 advisory relationships with access to discretionary separately managed accounts and integrates a formal alternative-investment onboarding process within its multi-asset model portfolio approach.

Sarah Zimmerman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials. She began her advisory career at Fidelity in 2024. Prior to this, she held various roles in education and community organizations, including positions at Irving ISD and Northwest ISD. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Ryan Ledet is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Leigh Sneeringer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 2004. Outside of his advisory role, he serves as Treasurer on the Executive Leadership Team of St. Peter Lutheran Church in Roanoke, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of mutual funds, ETFs, and ETPs.

Salvador Flores is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. 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, combining non-discretionary advice with access to discretionary separately managed accounts and alternative investments.

Winston Taylor is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 certifications and has previously worked at Empower Advisory Group, Empower Financial Services, Robinhood Markets, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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, centralized supervisory and custody services, and integrates alternative investments within its multi-asset portfolio approach.

Jakai Sherriff is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his career in finance, he was associated with Moviehouse and Eatery and Tarrant County College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios across mutual funds, ETFs, and ETPs.

Marvine Nelson Jr. is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Comcast and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Geovanni Herrera is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and State Farm, as well as experience in trading, e-commerce, and education. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Boyd is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Fidelity Investments and various positions in the golf and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a diverse investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

William Collins is a CFP® with 23 years of industry experience, all spent at Edward Jones since 2003. He holds the Series 66 designation and is based in Flower Mound, TX. Outside of his advisory role, Collins serves on the Town of Flower Mound Board and is vice president of Friends of Flower Mound Library, a nonprofit that raises funds for local library programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions through a nationwide network of more than 23,700 financial advisors.