Brady Harris is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including High Net Worth Service Associate, Help Desk in Client Services, Workplace Planning Consultant, Benefits & Planning Consultant in Executive Services, and Financial Consultant I before assuming his current position in 2025. His professional experience encompasses financial consulting and benefits planning, with a focus on helping clients plan for long-term financial well-being. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady has interests in food, movies, music, pets, photography, and traveling.

Sandra Davidson is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2001. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Clayton Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his financial career, he spent five years at Pluckers Wing Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Ernest Trader is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive roles such as commodity pool operator registration and formal advisory responsibilities to multiple registered investment companies.

David Smith serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been dedicated to helping families understand their financial needs, identify risks, and develop plans aimed at achieving financial security. Prior to his current position, David worked as a Retirement Relationship Manager at Fidelity Investments from 2006 to 2012 and as a Financial Advisor at Ameriprise Financial from 2005 to 2006. He holds insurance licenses in Arkansas and California. Outside of his professional work, David engages in activities such as fishing, football, outdoor adventures, and volunteering, and he values his role in parenthood.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.

Kyle Smith is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. He has held positions at Midwestern State University and Tarrant County College prior to joining Equitable Advisors in 2025. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and endorsed TAMPs.

Benjamin Pyron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior career includes roles at Stine Enterprises LLC and Hawaiian Bros Island Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Schwab in 2019, Mitchell worked at J. P. Morgan Chase and PLS Check Cashiers. 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 management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Rebecca Prichard is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at TD Ameritrade and AR Services, as well as work with Fundraise with Unique. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

James Hill is a Planning Consultant with experience in retirement planning, having worked at Fidelity Investments in various capacities from 2021 to 2026. His roles included Retirement Planner Associate, Retirement Planner, and Director, Retirement Planner. He holds insurance licenses in Arkansas and California, enabling him to provide insurance-related financial guidance. James works with families to understand their financial needs and goals to co-create financial plans aimed at achieving financial security. Outside of his professional work, James has interests in board games and football.

Conner Paty is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 66 and Series 63 licenses and with five years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 accounts. The firm provides integrated advisory, brokerage, custody, and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Alexander Marfori is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Schwab, his work history includes roles in retail and full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 provides integrated custody, brokerage, and advisory services.

Karen Vergara is the Vice President and Branch Leader at Charles Schwab in Pasadena, California. In her role, she leads a team of financial professionals focused on providing a differentiated client experience. She aims to contribute to a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Karen has extensive experience in branch management within the financial services industry. Her previous roles include Vice President Branch Manager positions at TD Ameritrade from 2018 to 2019 and at Scottrade from 2014 to 2018. Outside of her professional responsibilities, Karen is engaged in various personal interests including spending time at the beach, participating in family activities, social events with friends, parenthood, traveling, and volunteering.

Todd Skogen is a financial advisor at Fidelity Investments with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Farmers Financial Solutions, and SWL Advisory. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeremy Kresge is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been affiliated with Fidelity Brokerage Services LLC since 2005 and currently works with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he owns a mineral property generating royalties from oil and gas leases. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Taeshima White is a financial advisor at Fidelity with 19 years of industry experience. Prior to joining Fidelity, White worked at Robinhood Financial and Charles Schwab. Outside of advising, White is the sole proprietor of SheroShift, a coaching business based in Phoenix, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio services, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.