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 47 years of industry experience, currently serving as an advisor at LPL Financial since 1995. She also acts as a trustee for a family trust, a role she has held since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors.

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 the Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with McLaughlin Financial Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

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.

Kathryn Buiel is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ryan, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. 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.

Douglas Kennedy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab, along with prior experience at Cabelas Outfitters. He has served in the Oklahoma National Guard since 2016. 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 advisory relationships and access to discretionary separately managed accounts, supported by a large integrated operational structure.

Duncan Strickland is an advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles in academia at the University of Texas at Arlington and Tarrant County College. Outside of finance, he spent seven years with Prime Landscape Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, managing model portfolios through systematic methodologies and oversight controls.

Jonathan Whitfield is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the personal and financial goals of his clients and leverages Fidelity's resources and strategies to help them work toward those objectives. He has a professional background that includes roles as a Portfolio Specialist at Fidelity Investments from 2019 to 2021, Financial Advisor at Edward Jones from 2018 to 2019, and various positions at TD Ameritrade and First Command Financial Services dating back to 2013. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan's personal interests include baseball, football, golf, family activities, parenthood, and reading.

Lilly Le is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Charles Schwab, TD Ameritrade, and Bath & Body Works. Prior to her advisory career, she was involved in small business ventures such as Mr. Hibachi LLC and Crab Station. 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 and discretionary investment options with centralized custody and operational support.

Allison Hughes is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services since 2007. Hughes is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios across various platforms.

James Ceman is a financial advisor with Charles Schwab in Westlake, TX, holding the ChFC® designation along with Series 63 and 66 licenses. He has eight years of industry experience, including five years at TDAmeritrade and four years at Charles Schwab. Prior to his financial services career, he held positions with Door Dasher, Lyft, and Hadaway Towing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide centralized custody and trading with a client relationship model combining written guidance and optional discretionary management.

Oscar Zepeda is a Financial Consultant with extensive experience in the financial services industry. He has held various roles at Fidelity Investments, including Portfolio Specialist from 2021 to 2025, Client Management Representative in 2021, Workplace Planning Consultant from 2018 to 2021, and Retirement Relationship Manager from 2011 to 2018. Oscar approaches his work by listening carefully to each client's goals, values, and life circumstances to provide personalized strategies aimed at protecting their assets and helping them achieve their financial objectives. His approach is centered on building long-term partnerships based on trust, transparency, and education. He holds insurance licenses in Arkansas and California. Outside of his professional work, Oscar enjoys cooking and baking, family activities, hiking, running, skiing, and soccer.

Todd Love is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and provides personalized investment guidance tailored to their unique needs. He employs a consultative approach to deliver insight, education, and ongoing support to help clients make informed decisions and build long-term relationships founded on trust, integrity, and service. Todd's professional experience includes progressive roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to that, he served as a Financial Service Representative at Charles Schwab and worked as a Loan Consultant at Caliber Home Loans from 2021 to 2023.

Estevan Troche is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and several other firms. Outside of his advisory work, he provides DJ services for weddings and private events on weekends. 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, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment platform.

Mark Pedersen is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at TD Ameritrade for 12 years before joining Charles Schwab in 2021. Outside of finance, he coordinates shipping operations for an aerosol mold release product through a chemical manufacturing and logistics business. Charles Schwab 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 mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Randall Pope is a financial advisor with Edward Jones in Flower Mound, TX, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Alan Voskuil is a financial advisor with Fidelity Investments based in Southlake, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His career includes multiple roles within Fidelity since 2020 and prior work with Randers Basket, Bakery Basket, Blu Basket, and Viola Basket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs, with distinct capabilities such as registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Jason Dittfurth is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at USAA financial planning services and Usaa Investment Management Company. Outside of finance, he owns Aggressive Threads, a clothing and textile manufacturing business specializing in screenprinting. 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 mix of non-discretionary and discretionary investment management, using multi-asset model portfolios and providing centralized supervisory and custody services.

Cho Fei Huang is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments, TD Ameritrade, and Wells Fargo Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure.