Samuel Rouse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at JPMorgan Chase Bank NA since 2015 and has held advisory roles at JPMorgan Securities LLC during multiple periods totaling seven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jasmine Murillo Figueroa is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo and Velvet Box. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

Adam Cogar is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its related entities since 2013. 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, with an integrated structure that supports centralized supervision, custody, and order routing.

Chad Crawford is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments since 2017 and a prior position at Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Talyta Simbeck is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019, following three years at Axa Advisors, LLC. Prior to her financial services career, she was employed at Chamberlains Steak & Chop House for ten years. Strategic Advisers LLC, a Fidelity Investments company, serves a diverse client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in its investment process, and holds unique registrations and advisory roles among large institutional peers.

Craig Molldrem is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. His prior experience includes roles at North Star Consultants, Inc., Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is an author and maintains involvement with North Star Consultants as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers across various program structures.

Jesus Marin Sanchez is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. His current role has been with Charles Schwab since 2022. 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 guidance using multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Erik Acuna is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Charles Schwab since 2017, following a brief tenure at Lowe’s Home Improvement. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational services.

Oscar Munoz is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Munoz has worked at Charles Schwab since 2018 and previously held roles at Fidelity Brokerage Services and Fidelity Investments Institutional Operations Company. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and rigorous due diligence on alternative investments.

Kelly Pham is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Strategic Advisers, and Fidelity Brokerage Services. She is also a rental property owner outside of her advisory work. Charles Schwab 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, combining non-discretionary and discretionary investment approaches supported by centralized custody and operational resources.

William Jones is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he was involved in various roles including positions at BEST Crowd Management and LeagueApps. He also serves as head guide in his family’s hunting outfitting business, Sweetwater Creek Ranch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and maintains oversight through affiliated and unaffiliated sub-advisers, while also managing several registered investment companies and fund-of-funds.

Jesse Frankland is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments, including Planning Consultant in 2024, Fixed Income Representative in 2023, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Jesse is committed to understanding his clients as individuals and helping them achieve financial success and confidence in their future. Outside of his professional role, Jesse's personal interests include biking, gardening, and parenthood.

Asad Motiwala is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he is involved in audio and visual services through Pixel One Av LLC and owns Visions Entertainment Inc., a wedding DJ and event coordination business. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keenan Levy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to his financial services career, he held roles in event operations and retail. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes investment policy preparation, performance reporting, participant education, and fiduciary investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguel Aguilar is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Hyeon Kang is a financial advisor at Wells Fargo Clearing with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, Kang has ownership interests in various business ventures, including part ownership of Tennessee Football Ventures LLC and a minority stake in Shelter Lounge Greenlake LLC, a restaurant in Seattle. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to support diversified investment approaches and operates a large national network of financial advisors.

Kyle Phelps is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Investment Consultant. Kyle's experience spans client relationship management and investment consulting. He holds an Arkansas Insurance License, supporting his work in financial consulting. Kyle partners with clients to create tailored financial plans designed to help them pursue their goals and achieve peace of mind. Outside of his professional work, he has interests in fitness and traveling.

Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates to assist clients in developing financial plans.

Jordan Brown is a financial advisor at Charles Schwab with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Conn's Appliances. Brown 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.