Jonathan Stewart is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Investments and Wells Fargo Clearing. Stewart serves on the boards of two nonprofit organizations, including a church and a human trafficking survivor support group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 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 program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

Judith Sherman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She previously worked at Nexus Advisors for nine years and has been with MassMutual and its affiliated entities since 2004. Outside of her advisory role, she owns Cornerstone Wealth Strategies, a small business consulting and coaching firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars through a structured annual planning process that emphasizes collaboration and use of firm-approved analytics.

Lauren Tobben is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, she held positions at Linehaul Solutions LLC, ISTI Plant Services, and has an educational background from Baylor University. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is notable for its regulatory registrations and its advisory roles with multiple registered investment companies and fund-of-funds.

Lisa Thorn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Horn Solutions, Inc., Ayco, TD Ameritrade, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Barbara Gelinas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she worked for over two decades at Luxottica of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it operates with oversight controls and sub-adviser delegation to manage conflicts of interest.

Mitchell Evans is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including work at Camp Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Butler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Next Financial Group, Inc. for 16 years and has been involved with Texas American Insurers since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions including model portfolios, third-party management, and institutional platforms.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. 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 primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by a centralized operational structure.

Roberto Quintanilla is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of financial services, he is co-owner of Vape Vending USA LLC, a retail business in Texas. Charles Schwab & Co., Inc. serves 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 and discretionary investment management, multi-asset model portfolios, and a formal alternative investment onboarding process.

Holt Gandy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Charles Schwab and Judge Technical Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chris Nietenhoefer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized financial strategies aimed at achieving their long-term goals. Chris's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Texas and completed accredited certificate programs at Texas Christian University, Yale University, and the University of California System. Outside of his professional work, Chris volunteers in the Southlake Carroll Independent School District and enjoys traveling, spending time with his family, reading, playing guitar, and caring for migratory birds. He also holds a brown belt in Brazilian Jiu Jitsu.

Kaitlyn Peveto is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her previous work includes roles at CRAFThouse/Blind Salamander and Favor, as well as a period of full-time education. Fidelity’s Strategic Advisers LLC 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 research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios built from mutual funds, ETFs, and ETPs.

Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

Coltan Manley is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021. Prior to Fidelity, he worked at American Honda Finance Corporation and Houston Jackson Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Gregory Gish is a financial advisor with J.P. Morgan Securities in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, J.P. Morgan Chase Bank NA since 2010, Gish Ventures from 2006 to 2020, and Waddell & Reed from 2005 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG frameworks, supported by affiliates offering implementation and portfolio services.

Brian Lewis is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity since 2006, with a brief hiatus between 2020 and 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and delivers model portfolios through intermediary platforms, incorporating systematic methodologies and oversight controls.

Howell Findley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and has experience in media and management roles at Discovery Networks and White Cross Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Adam Alinowski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Charles Schwab since 2017, including time at OptionsXpress in the same year. 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 supported by in-house research and alternative investment options.

Ikejuan Alston is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory work, he is an author of both fiction and non-fiction books focusing on entrepreneurship and personal growth. 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 and discretionary investment management, financial planning services, and an integrated operational platform.