Daniel Hemenway is Vice President and Financial Consultant with Fidelity Investments' Private Client Group. In his role, he partners with families to evaluate complex decisions across a wide range of financial planning topics. He works to understand his clients' overall financial goals and objectives and presents various strategies and services to help pursue those objectives. Daniel joined Fidelity Investments in 2006, initially working in Workplace Planning and Advice. He was promoted to Senior Portfolio Specialist in 2010 and then to Vice President, Financial Consultant in 2014. He holds insurance licenses in Arkansas and California.

Zack Dowell is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2002 and currently partners with families to help build, preserve, and transfer their wealth. He focuses on challenging assumptions to assist clients in developing improved lifetime financial plans. Zack's experience at Fidelity includes roles as PAS Account Executive, Relationship Officer, Client Management Representative, Senior Retirement Investment Specialist, Retirement Investment Specialist, and Customer Service Associate. His tenure at the company spans over two decades, reflecting a broad range of expertise in financial consulting and client management. He holds insurance licenses in Arkansas and California.

Luke Endres is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Charles Schwab & Co. Inc. since 2017 and previously worked at Infant House and Divine Mercy Catholic Books & Gifts. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Rebecca Perry is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at TD Ameritrade and AIM Solutions Inc., and spent 20 years at AstraZeneca. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios across various platforms.

Landon Redding is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has been associated with various Fidelity entities since 2016 and also has a role at Tarrant County College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Madison Harris is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Harris worked at ASI Gymnastics for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

John Schlotz is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Cetera entities since 2024, following earlier roles at Avantax and other firms. Outside of his advisory work, he serves as a power of attorney handling his father's financial and medical affairs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to proprietary and third-party models and program options ranging from automated allocations to bespoke strategies.

Stephen Crook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and a multi-asset investment approach.

Jack Thornton is a Financial Consultant at Fidelity Investments, where he specializes in holistic, comprehensive financial planning for higher net worth individuals and families. He focuses on understanding his clients and their families to provide tailored financial strategies that support their long-term goals. Prior to his current role, Jack worked as a Financial Advisor at Equitable Advisors from 2018 to 2023. He holds insurance licenses in Arkansas and California, enabling him to offer a range of insurance solutions as part of his financial planning services. Outside of his professional work, Jack's personal interests include board games, family activities, music, parenthood, reading, and soccer.

Ethan Smith is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Fidelity Investments and the University of Arkansas, as well as work outside finance in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brian Hamstra is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he owns and operates two cigar-related businesses and breeds ball pythons. 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 delivered via multi-asset model portfolios and integrates brokerage, custody, and advisory services.

Kaitlyn Handy is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, she spent five years in full-time education. 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 both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Drake Faulkner is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Comerica Bank. Prior to his career in finance, he operated Brother Bear Moving LLC for three 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Richard Taylor is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds with formal advisory roles.

Benjamin Hadaway is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Avantax Advisory Services and Capital One Investing. His current tenure at Cetera began in 2024. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Holden Ehlers is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab in 2023, he worked at Fidelity Investments and held various roles outside the financial industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated 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 centralized custody and operational infrastructure.

John Byers is a Series 66 credentialed financial advisor with 10 years of industry experience. He has been with Charles Schwab since 2015, including a two-year period working with Charles Schwab Bank. Based in Westlake, TX, he provides advisory services through Charles Schwab. 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. Schwab combines a large-scale, integrated model offering both non-discretionary advice and access to discretionary separately managed accounts, supported by centralized custody and due diligence resources.

Ryan Newton is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and seven years of industry experience. He has worked with various Cetera entities since 2024 and previously with Avantax Advisory Services from 2019 to 2025. Outside of finance, Newton participates as a corner worker at Apex Performance Driving School, assisting with race track safety during driving events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Logan Collins is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work experience spans multiple sectors, including payroll services at Paychex and roles in construction and healthcare solutions. 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 separately managed accounts and offers an integrated, multi-asset investment approach supported by centralized operations.

Roshan Ajanee is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2015. He also manages his own CPA practice, Roshan Ajanee CPA PC, established in 1993. Ajanee is involved in financial planning and advisory through his ownership of Ajanee Financial Services and Ajanee Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to tailor recommendations.