Lisa Thorn is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. Her prior roles include positions at TD Ameritrade, Ayco, Horn Solutions, Inc., and Edward Jones. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Christopher Janecek is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Avantax Advisory Services, 1st Global Advisors, and Roloff, Hnatek & Co. He is also a partner at Paul B. Holm & Co., PLLC, a CPA and accounting firm where he oversees operations and completes tax and audit work. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors and operates a multi-manager platform with various program structures and discretionary authorities.

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, holding Series 63 and Series 65 licenses and bringing 21 years of experience in the industry. He previously worked at Next Financial Group, Inc for 16 years and has been involved in property and casualty insurance through Texas American Insurers since 1995. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at TD Ameritrade, Inc. for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base of 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 guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Roberto Quintanilla is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work history includes roles at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of his advisory work, he is co-owner of Vape Vending USA LLC, a retail vending 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides centralized supervisory, custody, and order-routing 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 Investments with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at CRAFThouse/Blind Salamander and Favor, as well as a background in education and community involvement through Justice for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios 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 licenses and bringing 17 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at optionsXpress, Inc. and Edward Jones. 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 related managed-account and financial planning services. Schwab offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by an integrated operational structure and a multi-asset model portfolio approach.

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, holding Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing 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 a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Derrick Shipp is a financial advisor at Fidelity with 27 years of industry experience. He holds the CFP® and Series 63 designations. In addition to his advisory role, Shipp serves as a commissioned security officer for the Texas Tactical Response Team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and advisory work. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.