Jason Williams is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Joseph Mazzola is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at TD Ameritrade, Shelton Capital Management, and Thinkorswim Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management solutions, supported by centralized custody and operational infrastructure.

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, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked in residential real estate at Christie's International Real Estate and Coldwell Banker Residential Brokerage. Outside of finance, he occasionally assists with carpentry projects on a historic home. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and brokerage services.

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.

Angel Stout is a financial advisor at Fidelity with four years of industry experience and holds Series 63 and Series 66 designations. Prior to joining Fidelity, Angel worked in various educational institutions from 2014 to 2022. Outside of advising, Angel operates an online resale business, buying and selling used items. 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 manage discretionary and non-discretionary portfolios.

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 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2021, including time at Charles Schwab Bank, and previously spent five years at Discount Tire. Charles Schwab & Co., Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

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 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Charles Schwab since 2018 and was previously employed at Voya Financial Advisors and Spectrum Financial. Outside of finance, she has experience in the yoga industry, including roles at Beyond Boundaries Yoga and Corepower Yoga. 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 a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Brandon Moore is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group and Invest Financial Corporation. Outside of his advisory work, he is also active as an author and as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad investment platform that includes model portfolios, third-party asset management, and institutional programs.

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 63 and Series 65 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. She also spent seven years at the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Gregory Dey is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he has worked in various roles including at the Longhorn Center of Academic Equity and The University of Texas at Austin. Outside of finance, he is involved in a small business selling plates and works as a cook. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in portfolio management.

Robbie Kuykendall is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked in roles including at Museum Fabrication Group and 5th Gen Woodworks, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and deliver advisory solutions.