Ryan Fann is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory work, he hosts a football podcast in his spare time. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Gary Bryant is a financial advisor at Charles Schwab with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Outside of his advisory role, he has worked part-time in retail customer service. 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, offering both non-discretionary and discretionary investment management with an integrated operational structure.

Jeremy Hansen is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing three years of industry experience. His prior roles include positions at Melaleuca, Prometierra LLC, BYU-Idaho, Aptive Environmental, and the Church of Jesus Christ of Latter Day Saints. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios.

Stephanie Cox is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2024. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Andrew Chase is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Keller Williams Austin/The CLR Sales Group and ESPN/VFL Films. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Sandra Mesteller is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked for Homans & Associates, Wealth Management, LLC for nine years, where she also served as an Operations Manager. Additionally, she assists with tax preparation through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Christopher Juele is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Prior to his advisory roles, he was involved with Professional Public Adjusters LLC and the Texas Quitters Club. 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. Its investment approach combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ross Leonardi is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked with Charles Schwab Bank and Charles Schwab and Co., Inc. since 2023, following a decade at TD Ameritrade. 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 accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kellee Neves is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at Clearcover, Inc., Goosehead Insurance Agency, and Schultz & Kellar, PLLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies in its investment approach.

Jim Cooper is a financial advisor with LPL Financial in Corinth, TX, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, INC. Outside of his advisory work, Cooper is the owner of On Target Gunsmiths, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Kayla Lippert is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Brinker International, Inc. CHILI's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of investment products.

Cody Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Supreme Lending and Caliber Home Loans. Outside of advisory work, he is the sole proprietor of a sales business focused on setting up internet services for new residents on weekends. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary research and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

Kindel Burkett is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2023, Burkett worked at TD Ameritrade and held roles at various financial and service firms. Outside of finance, Burkett operates as an independent business owner with Amway, sharing food and beverage products. 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, offering a combination of non-discretionary and discretionary investment options supported by centralized operational and supervisory infrastructure.

David Gillette is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes nine years at Ameriprise Financial Services and eight years with Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Beck is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. She has worked at Fidelity Investments since 2020 and has prior experience in the healthcare and marketing sectors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of AI-driven methods and its formal advisory role to multiple registered funds.

Abigail Serna is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. She has worked in various roles including positions at Charles Schwab Bank, Charles Schwab, and in customer service prior to entering the financial advisory field. 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 management services. The firm combines a large client base with integrated brokerage, advisory, and custody services.

Lauren Hutchins is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked in several independent school districts, including Northwest ISD, Richardson ISD, and Frisco ISD. She also has experience at Capstone Cottages and Texas Tech University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is notable for its use of systematic methodologies and formal roles in multiple registered investment companies.

Bryan Urbach is a financial advisor with Ameriprise in Grapevine, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Fidelity Brokerage Services, State Farm Insurance, and MonkeySports, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rebecca Martin is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Insurance Agency, and Intuit TurboTax Live. Martin is the president of the Dallas-Fort Worth chapter of the Texas Society of Enrolled Agents, where she oversees chapter operations and advocacy initiatives. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Harrison Record is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Dynamic SLR for three years and has held various roles including as a DoorDash driver and in retail positions. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.