Meghana Shenoy is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering the industry in 2026. Her prior experience includes roles at Cambridge Associates, J.P. Morgan Private Bank, and WCM Investment Management. Shenoy’s background also includes time spent in education and a business role at ClassRanked LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds with oversight and governance procedures.

Jordan Greer is a financial advisor at Charles Schwab with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade and technology companies such as Cognizant Technology Solutions and StataCorp. He also has experience running entrepreneurial ventures, including an Amazon FBA business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions.

Jonathan Stewart is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Stewart serves on the boards of Uncommon Church, Inc. and Rescue Her, Inc., a nonprofit supporting survivors of human trafficking. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

Lisa Thorn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Horn Solutions, Inc., Ayco, TD Ameritrade, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Barbara Gelinas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she worked for over two decades at Luxottica of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it operates with oversight controls and sub-adviser delegation to manage conflicts of interest.

Mitchell Evans is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including work at Camp Cho-Yeh. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Butler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Next Financial Group, Inc. for 16 years and has been involved with Texas American Insurers since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions including model portfolios, third-party management, and institutional platforms.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base 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 primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by a centralized operational structure.

Roberto Quintanilla is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes positions at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of advising, he is a co-owner of a retail business, Vape Vending USA LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated advisory, brokerage, and custody services.

Chris Nietenhoefer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized financial strategies aimed at achieving their long-term goals. Chris's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Texas and completed accredited certificate programs at Texas Christian University, Yale University, and the University of California System. Outside of his professional work, Chris volunteers in the Southlake Carroll Independent School District and enjoys traveling, spending time with his family, reading, playing guitar, and caring for migratory birds. He also holds a brown belt in Brazilian Jiu Jitsu.

Kaitlyn Peveto is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her previous work includes roles at CRAFThouse/Blind Salamander and Favor, as well as a period of full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios built from mutual funds, ETFs, and ETPs.

Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s 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 and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

Coltan Manley is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021. Prior to Fidelity, he worked at American Honda Finance Corporation and Houston Jackson Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Brian Lewis is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity since 2006, with a brief hiatus between 2020 and 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and delivers model portfolios through intermediary platforms, incorporating systematic methodologies and oversight controls.

Adam Alinowski is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab since 2017, with prior roles at optionsXpress, Inc. and Edward Jones. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach with integrated custody, brokerage, and cash-sweep services.

Ikejuan Alston is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory work, he is an author of both fiction and non-fiction books focusing on entrepreneurship and personal growth. 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, financial planning services, and an integrated operational platform.

Timothy Walker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity in 2022, he held roles at various firms including Maverick Fitness and Allstate. Outside of his advisory work, he owns and manages an RV rental business in Fort Worth, Texas. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Chance Hutto is an Investment Solutions Representative III at Fidelity Investments, where he supports clients in achieving their financial goals by tailoring strategies to their unique circumstances. He has progressed through several roles at Fidelity, including Investment Solutions Representative II and I, Stock Plan Associate, and Customer Relationship Advocate since joining the firm in 2022. Prior to his current position, Chance gained experience as a Senior Loan Officer at New American Funding and as a Home Advisor at Mr. Cooper. He also completed an internship at Enterprise Investment and Planning in 2018. His professional background encompasses client relationship management and financial solutions. Outside of his professional career, Chance has interests in cars, food, movies, and reading.

Dustin Campbell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing LLC and JROBS Sports and Fitness / CrossFit 287. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.