Rebecca Perry is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at TD Ameritrade and AIM Solutions Inc., and spent 20 years at AstraZeneca. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Landon Redding is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has been associated with various Fidelity entities since 2016 and also has a role at Tarrant County College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Madison Harris is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Harris worked at ASI Gymnastics for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Crook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and a multi-asset investment approach.

Jack Thornton is a Financial Consultant at Fidelity Investments, where he specializes in holistic, comprehensive financial planning for higher net worth individuals and families. He focuses on understanding his clients and their families to provide tailored financial strategies that support their long-term goals. Prior to his current role, Jack worked as a Financial Advisor at Equitable Advisors from 2018 to 2023. He holds insurance licenses in Arkansas and California, enabling him to offer a range of insurance solutions as part of his financial planning services. Outside of his professional work, Jack's personal interests include board games, family activities, music, parenthood, reading, and soccer.

Ethan Smith is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Fidelity Investments and the University of Arkansas, as well as work outside finance in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brian Hamstra is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he owns and operates two cigar-related businesses and breeds ball pythons. Charles Schwab serves a large client base primarily composed 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 a combination of non-discretionary and discretionary investment management delivered via multi-asset model portfolios and integrates brokerage, custody, and advisory services.

Kaitlyn Handy is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, she spent five years in full-time education. 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 both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Drake Faulkner is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Comerica Bank. Prior to his career in finance, he operated Brother Bear Moving LLC for three years. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Richard Taylor is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds with formal advisory roles.

Holden Ehlers is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab in 2023, he worked at Fidelity Investments and held various roles outside the financial industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Byers is a Series 66 credentialed financial advisor with 10 years of industry experience. He has been with Charles Schwab since 2015, including a two-year period working with Charles Schwab Bank. Based in Westlake, TX, he provides advisory services through 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. Schwab combines a large-scale, integrated model offering both non-discretionary advice and access to discretionary separately managed accounts, supported by centralized custody and due diligence resources.

Logan Collins is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work experience spans multiple sectors, including payroll services at Paychex and roles in construction and healthcare solutions. Charles Schwab serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated, multi-asset investment approach supported by centralized operations.

Paul Odum is a Financial Consultant at Fidelity Investments, where he works alongside his Wealth Management Team to assist clients and their families in achieving their financial goals and maintaining resilience. He focuses on developing financial plans that provide peace of mind, clarity, and goal-based strategies to help clients find fulfillment in retirement. Paul has been with Fidelity Investments since 2020, initially serving as a Workplace Planning Consultant before becoming a Financial Consultant in 2024. His professional credentials include licenses for life, accident, and health insurance, as well as securities licenses Series 7 and 66. He holds insurance licenses in Arkansas and California. Paul earned a Bachelor of Arts degree from Louisiana State University (LSU) and a Master's degree from the University of Texas at Arlington (UTA). Outside of his professional work, he enjoys biking, board games, cars, family activities, music, and traveling.

Jason Williams is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007, including roles at 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management along with model portfolios developed from mutual funds, ETFs, and ETPs.

Joseph Mazzola is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Schwab in 2018, he worked at Shelton Capital Management from 2015 to 2018 and at TD Ameritrade from 2023 to 2024. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 supported by the Schwab Center for Financial Research.

Chalitta Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and approximately one year of industry experience. Her prior roles include positions at Bank of America, TIAA, Charles Schwab & Co., Inc., and BBVA Bank. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and delivery of model portfolios.

Padmasri Prabhakar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing from 2012 to 2021. Outside of her advisory role, she is an owner and managing member of rental properties organized in an LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm delivers model portfolios constructed through systematic methodologies and supports its services with oversight controls and algorithmic portfolio construction.

George Page III is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Before joining Schwab in 2020, he worked at Christie's International Real Estate and Coldwell Banker Residential Brokerage. Outside of finance, he occasionally assists with carpentry projects on a historic house, including trim installation, floor and furniture repairs, and painting. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts within a large, integrated operational structure.

James Keenan is a financial advisor at Fidelity with six years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Lending Club and Balance Financial Fitness/Consumer Credit Counseling Services. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse investable universe, and serves as an advisor to multiple registered investment companies and model portfolio platforms.