Sergio Guzman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and affiliated entities since 2022, as well as TD Ameritrade and Wells Fargo in prior roles. 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 and offers multi-asset model portfolios along with due diligence on alternative investments through its integrated operational structure.

Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Garrett Evans is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and having nine years of industry experience. His prior experience includes roles at TD Ameritrade and earlier work outside the financial industry. Evans is also the owner and CEO of Signate Elevators, LLC, a residential and commercial construction company. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Anthony Vasquez is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. Before joining Fidelity, he worked at Nebraska Furniture Mart and Marco’s Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Moniqua Pruitt is a financial advisor at Fidelity with a Series 66 credential and experience in the financial services industry beginning in 2020. Her prior roles include positions at Guardian Life, AIL, Goosehead Insurance, Nordstrom.com, and Flaire Extra. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies and use of systematic methodologies and AI tools in its investment process.

Kyoungmin Lee is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at American National Insurance and other firms before joining Fidelity. Outside of finance, Lee is involved in music through teaching and recording activities with Arkadia Music Group and 32 Generation Records. Fidelity's Strategic Advisers LLC, where Lee is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and fund advisory.

Brooke Whigham is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Equitable Advisors, Advalorem Tax, Metabologix, and Kemah Escape. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, and it is noted for its use of AI and systematic methodologies in investment processes.

Andrew Yang is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes six years at TD Ameritrade and a brief tenure at Uber prior to joining Charles Schwab in 2022. 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 advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated services, and centralized operational structure supporting a broad client base.

David Lucas is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2010 to 2022. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

John Hayes is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He is also a CERTIFIED FINANCIAL PLANNER™ and collaborates with his wealth management team to create customized financial plans aimed at helping clients progress toward their retirement goals. His professional experience includes several roles at Fidelity Investments from 2020 to 2023 as a Workplace Planning Consultant I, II, and III. Prior to that, he held various positions at TD Ameritrade between 2015 and 2020, including Client Service Specialist and roles in Investment Management Services and Investor Services. Earlier in his career, he was a District Leader at PFS Investments from 2011 to 2013. John holds insurance licenses in Arkansas and California. Outside of his professional work, his personal interests include cars, movies, music, soccer, tennis, and traveling.

Douglas Lins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. With over 25 years of experience in the financial industry, he specializes in assisting clients with the development of personalized strategies to build and maintain their unique wealth plans. Throughout his career, Douglas has focused on providing tailored financial consulting services. He holds an Arkansas Insurance License, which supports his expertise in offering comprehensive financial advice. Outside of his professional role, Douglas engages in various personal interests including family activities, fitness, golf, traveling, and volunteering.

Elliot Alvarado is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for three years and has been involved in business ownership through Mile Marker Trucking, LLC, where he owns a tractor trailer intended for leasing to local businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Craig Marr is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Capital Corp. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Her prior work includes roles at Hal Mumme Football Inc. and Reno Reds Frontier Cooking. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Tahesin Somji is a financial advisor at Morgan Stanley in Southlake, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 15-year tenure at Merrill and 13 years at Bank of America, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

Kristie Mels is a financial advisor at Merrill with six years at the firm and two years of industry experience. She holds the Series 66 designation. Prior to joining Merrill, she worked for seven years at Grand Victoria Casino. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tatiana Fried is a financial advisor with Morgan Stanley in Southlake, TX. She holds Series 63 and Series 65 designations and has four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Johnson and Johnson, Comcast, and Drexel University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone plans.

Megan Lawrence currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has comprehensive experience within the company, having progressed through positions including Central Relationship Manager from 2024 to 2026, Customer Relationship Advocate from 2023 to 2024, and an internship in the same area in 2022. Her professional focus is on assisting clients by understanding their individual financial situations and guiding them toward improved financial outcomes. Megan emphasizes personalized service aimed at fostering clients' confidence in their financial futures.