Luke Endres is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Infant House and Divine Mercy Catholic Books & Gifts. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

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.

Mitchell Turner is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Robinhood Markets, Fidelity Investments, and other firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary and discretionary investment solutions supported by a centralized operational model.

Landon Redding is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has been associated with several Fidelity entities since 2016. In addition to his advisory role, he has been affiliated with Tarrant County College since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive features such as CFTC registration and formal advisory roles for multiple funds.

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 at Charles Schwab with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2022, following prior roles at TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. He is based in Westlake, TX. 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 client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized supervision and custody.

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 66 and Series 63 designations and two years of industry experience. His prior work includes roles at the University of Arkansas and In-N-Out Burger. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional investors, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios across mutual funds, ETFs, and ETPs.

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 with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Comerica Bank and operated Brother Bear Moving LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Taylor is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked within various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 to manage discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, its CFTC registration, and its advisory role to multiple registered investment companies.

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.

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 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 with Charles Schwab in Westlake, TX, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at TD Ameritrade, Shelton Capital Management, and Thinkorswim Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment programs.

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.