Grace Heid is a financial advisor at Fidelity with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Outside of finance, she serves as a talent scout and independent contractor for the New York Film Academy, evaluating performances for admissions and scholarship potential. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

James Nicol is a financial advisor at Fidelity with 25 years of industry experience. He holds a Series 66 designation and has worked with various Fidelity entities since 2001, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Nicol is also associated with Strategic Advisors Inc, where he has been active for over two decades. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Garrett Cypert is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2013, including five years at Charles Schwab Bank SSB. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational platform.

Christopher Eaton is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for FIDELITY Brokerage Services LLC for 13 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Chase Henderson is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and provides oversight of sub-advisers while maintaining established governance procedures.

Mark Dunaway is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held roles in various companies including Readerlink Distribution Services LLC and The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Peter McMahon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Over this time, he has developed expertise in helping clients create customized financial plans tailored to their individual needs. Throughout his career at Fidelity, Peter has worked closely with clients to understand their financial goals and deliver appropriate investment and insurance solutions. He holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. Peter is committed to collaborating with clients and their families to develop financial strategies that align with their objectives.

George Gilham V is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Charles Schwab for a total of 35 years, with a two-year gap in between. 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Sergio Oporto is a financial advisor with Ameriprise Financial Services LLC in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones for 11 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning with a focus on dependable income sources and tailored withdrawal strategies.

Benjamin Meth is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2014. He specializes in partnering with families to develop and implement financial strategies aimed at building, preserving, and transferring wealth. Prior to his current role, he held positions including Portfolio Specialist at Fidelity Investments and Investment Consultant at TD Ameritrade, accumulating extensive experience in financial consulting since 2003. Benjamin holds insurance licenses in Arkansas and California. His professional background includes roles as a Consultant at Douglas Scott Securities and a Financial Representative at RBC Dain Rauscher. Outside of his professional career, Benjamin enjoys activities such as spending time at the beach and lake, cooking and baking, engaging in family activities, exploring culinary interests, and traveling.

Oscar Baum is a CFP® and Series 66-licensed advisor with five years of industry experience. He is currently with Charles Schwab, having worked there since 2020 in both Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. His prior roles include financial and academic positions at the University of Central Florida and a brief involvement with Pat's Liquor Leaf & Wine. Charles Schwab & Co., Inc. serves a large base of primarily high- and ultra-high-net-worth clients 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, utilizing multi-asset model portfolios and research-driven investment advice.

Jeremy Ottens is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of finance, he is the owner of Denton Coffee Collab, a coffee roastery where he manages operations, sales, and distribution. 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 from mutual funds, ETFs, and ETPs.

Jordan Benavides is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Popp Hutcheson PLLC and American Bank of Commerce. 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 SMA portfolios and offers a multi-asset investment approach supported by centralized operational and supervisory structures.

Joshua Kelsey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles with Power Home Remodeling and service in the U.S. Army from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Connie Mclaughlin is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 1995. She manages the McLaughlin Financial Group as a DBA for her LPL business and acts as trustee for the Thomas E. and Connie J. McLaughlin Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Forrester is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, following three years at Wells Fargo Bank. Outside of his advisory role, he is the managing member of Villatic Holdings LLC, a dormant entity focused on future residential properties. 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, supported by centralized custody and operational infrastructure.

Brian Mclaughlin is a financial advisor with LPL Financial in Denton, TX, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Blayne Fugere is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill and Bank of America in 2026, Blayne worked for six years at Fidelity Investments. Outside of finance, Blayne’s background includes roles in education with Cleburne ISD and Duncanville ISD, as well as involvement with the Spiral Diner and Rapides Symphony Orchestra. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Meng Boulware is a financial advisor at Fidelity with seven years of industry experience. Their prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and academic positions at Peking University’s Guanghua School of Management. 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. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Brenda Devore is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2017, following 15 years at Edward Jones. Outside of her advisory role, she co-owns Excellent Dealer Services with her spouse and serves as a legal guardian. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm’s advisors develop tailored recommendations using proprietary research and planning tools, delivering them through meetings and written summaries with optional implementation.