Sean Mckay is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2005, joining Fidelity Investments in 2025. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its use of AI in research.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Erik Flores is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he assists clients and their families in planning for important financial decisions. Prior to his current position, he held the roles of Central Relationship Manager and Client Service Help Desk representative at Fidelity Investments from 2021 to 2026. Erik's professional experience encompasses client service and relationship management within the financial services sector. Outside of his professional career, Erik has interests in baseball, cooking and baking, football, movies, and pets.

Benjamin Rovenstine is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Charles Schwab since 2022 and prior experience at Lauderdale Homes, L.L.C. and Towne Park. 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 advisory guidance and access to discretionary separately managed accounts, combining a multi-asset investment approach with centralized custody and operational support.

T.O. Eifler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2024. They have progressed through various positions within Fidelity Investments since 2021, including Investment Solutions Representative III, Investment Solutions Representative II, Investment Solutions Representative, Fixed Income Specialist, Stock Plan Associate, and Customer Relationship Advocate. In their current position, T.O. Eifler collaborates with clients to develop customized financial plans that align with individual needs and goals, aiming to provide clients with confidence in their financial wellness journey.

Christopher Rogers is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Christopher's career in financial services spans over two decades, with experience across various roles at Fidelity Investments since 2003. His previous positions include Investments Solutions Consultant for Managed Accounts, Financial Consultant, Retirement Sales Desk associate, and Investments Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2002 to 2003.

Olivia Lopez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held positions at Bridgecrest and several hospitality firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Calder Lewis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017. Prior to that, he was affiliated with the University of North Texas for one year. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by extensive research and centralized operational infrastructure.

Joshua Hamilton is a financial advisor at Merrill in Southlake, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Bank of America, Seattle University, WinCo Foods, and Seattle Central Community College. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies with access to a wide range of financial products within Bank of America’s platform.

Alec Garza is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various customer service roles and currently also works as an independent contractor for a delivery service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Cochran is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Farrimond, Castillo & Bresnahan Attorneys at Law and served as a brand ambassador for Bucked Up, a supplement and fitness company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Garcia is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans tailored to their individual family goals and visions. He has been with Fidelity Investments since 2012, holding various roles including Financial Representative, Workplace Planning Consultant III, and Benefits & Planning Consultant in Executive Services prior to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys attending concerts, social events with friends, watching movies, outdoor adventures, running, and spending time with pets.

Christina Willis is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, KFORCE, Fidelity Brokerage Services LLC, 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Justin English is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with oversight and evaluation aimed at managing conflicts of interest.

Jason Enright is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade, Inc. from 2014 to 2024 before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory role, he has developed an online marketing presence on TikTok focused on affiliate marketing and direct-to-consumer sales. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Robyn Scott is a CFP®-designated financial advisor with Edward Jones in Grapevine, TX, and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Antonio Acosta is a financial advisor at Fidelity with 13 years of industry experience and holds the Series 66 designation. He has been with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Hayden Holley serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is part of the Holley and Associates team. He focuses on fostering relationships with existing clients and business development to provide financial planning services tailored to meet individual and family goals. Hayden holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. Before joining financial services, he gained experience working with a Big 4 accounting firm. His areas of focus include college education planning, family wealth management strategies, legacy planning, retirement planning, portfolio management, and investment strategies. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Notably, he does not provide tax advice in his current role. Outside of his professional life, Hayden lives in North Richland Hills with his wife Mackenzie and their three children, Pierson, Grayson, and Payton. His personal interests include baseball, cooking, football, golfing, music, running, spending time with family, and traveling.

Madison Quattrochi is an Investment Management Consultant II at Fidelity Investments. She partners with Financial Consultants to collaborate with clients in creating financial plans, aiming to build long-lasting relationships and inspire dedication through commitment to Fidelity's core beliefs. Madison's professional experience includes roles as a Planning Consultant at Fidelity Investments since 2023, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to her tenure at Fidelity, she was a Branch Manager at First National Bank Texas from 2014 to 2021. She holds insurance licenses in Arkansas and California. Outside of her professional work, Madison has interests in baseball, cooking and baking, reading, theater, traveling, and volunteering.

Christopher Sepe is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Extended Travel, Tribe Transportation, and KLLM Transport Services. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that often involve multi-manager and fund-of-funds structures.