Lincoln Hirsch is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2019. Throughout his career, Lincoln has focused on understanding client preferences, needs, and goals to develop tailored financial strategies. His approach involves a structured process to guide clients toward their financial objectives, emphasizing trust, reliability, transparency, and value. He holds insurance licenses in Arkansas and California.

Caleb Trayer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked in various roles including at Chick-fil-A and Amazon, and was involved with Eggs Up Grill the Chicken or the Egg LLC. 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, combining non-discretionary client relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Mark Leonard is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Orion Portfolio Solutions, Orion Advisor Technology, Raymond James & Associates, 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 accounts and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining a large client base with an integrated structure that includes centralized custody and order-routing services.

Joel Warren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Eric Moreno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In his current position, he partners with clients through a collaborative, client-directed approach to develop strategies that align with their goals and contribute to a high-quality client experience. Eric holds insurance licenses in Arkansas and California. His professional focus includes financial planning and client consultation within the insurance domain. Outside of his professional work, Eric enjoys activities such as football, social events with friends, hiking, music, and running.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Casey Bello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, Casey held various roles including multiple positions with Saint Charles Park District and worked at Disney and Ecoshield Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures as well as model portfolios.

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 four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Lauderdale Homes, L.L.C. and Towne Park before joining Charles Schwab. 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 broad range of investment guidance supported by its research and due diligence resources.

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 with Merrill in Southlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Seattle University, WinCo Foods, and Seattle Central Community College. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Kimball Small is a financial advisor with Ameriprise in Lewisville, TX, holding a Series 66 designation. He has been with Ameriprise and its affiliated practices since 2023 and has prior experience in education and the restaurant industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide non-discretionary, personalized recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

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.