Angel Stout is a financial advisor at Fidelity with four years of industry experience. Prior to joining Fidelity, Stout worked in various independent school districts in Texas from 2014 to 2022. Outside of advising, Stout operates an online reselling business, buying and selling used items. Strategic Advisers LLC, a Fidelity Investments company, 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Catherine Johnson is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Ameriprise Financial Services, among other firms. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custodial services.

Paul Schmitz III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Rachel Cathey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at firms including Ayco/Goldman Sachs and Advent GX. 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 in managing a broad range of portfolios, including fund-of-funds and multi-manager structures.

David Mcleod is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Jennifer Mangum is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2023. 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 multi-asset model portfolios, centralized custody, and an alternative investments program.

Evan Pennington is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing four years of industry experience. He has worked at Charles Schwab since 2021 and previously gained experience at Discount Tire. 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 offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investments program.

Victoria Balderas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and has prior experience in real estate and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Grant Peters is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His background includes roles at Black, Mann, & Graham L.L.P. and teaching positions at the University of North Texas and North Central Texas College. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Monica Bellner is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2020, respectively, and previously held roles at Voya Financial Advisors and Spectrum Financial. Outside of her advisory work, she has experience in yoga instruction, having been involved with Beyond Boundaries Yoga and Corepower Yoga for several years. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios and centralized operational structures.

Brandon Moore is a financial advisor with LPL Financial in Argyle, TX, holding a Series 66 credential and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. and Invest Financial Corporation. Outside of advising, he is involved in writing and is also an artist and musician. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management options.

Jacob Ritchie is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at WoahZone and Altitude Trampoline Park. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Joanna Beltran is a financial advisor at Fidelity with five years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at Charles Schwab and The Centre Network. Prior to her advisory roles, she spent seven years at the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Gregory Dey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at the Longhorn Center of Academic Equity and The University of Texas at Austin. Outside of his advisory role, he is involved in a food-related business in Arlington, Texas, where he prepares and cooks food. 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. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio solutions, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Robbie Kuykendall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Museum Fabrication Group and was involved with 5th Gen Woodworks, LLC for five years. 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 a diverse range of portfolios.

Joshua Snively is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, a charitable gift fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through a variety of programs and specialized municipal and public finance services.

Andy Moreau is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Andy has extensive experience within Fidelity Investments, having held various positions since 2000. His roles have included Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Account Executive, Financial Consultant, Senior Investment Representative, Fixed Income Specialist, Investment Representative, and Service Trader. Outside of his professional responsibilities, Andy's personal interests include family activities, fitness, social events with friends, and parenthood.

Natalie Conner is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her career includes roles at Charles Schwab since 2022, TdAmeritrade from 2020 to 2022, and PSAV from 2017 to 2020, as well as positions at the University of North Texas between 2013 and 2017. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated operational capabilities.

Kimberly Bryant is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2006, with a brief period outside the firm from 2019 to 2020. 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 investment guidance and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.