Heath Parkman is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across various Fidelity entities since 2016. Outside of his advisory role, he owns and operates a custom farming and shredding business in Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with registered investment companies and model portfolio delivery.

Marcus Bowie is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Raymond James Financial Services Advisors and Fidelity Investments Strategic Advisers LLC. He has also worked at New York Life and Primerica earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Adrian Rodriguez is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios using a blend of proprietary fundamental research and quantitative analysis.

Lydia Reynolds is a financial advisor at Edward Jones in Lewisville, TX. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in various roles outside the financial industry, including multiple positions at Restoration Hardware and Great Wolf Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Marco Uranga is a financial advisor with Charles Schwab & Co., Inc. based in Westlake, Texas, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at TD Ameritrade, Vivint, WDS Logistics, and the University of Texas at Arlington. 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 and discretionary investment options, combining centralized supervision, custody, and order-routing with access to alternative investments and a variety of cash-sweep mechanisms.

Reta Savage is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at TD Ameritrade and AHI Supply. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, combined with both non-discretionary and discretionary advisory options.

Mark Ryan is a CFA® charterholder and holds Series 63 and 66 licenses. He has nine years of industry experience, including ten years with Charles Schwab and a prior year at Fxcm. He 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Neal Brandhorst is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and the University of Texas at Arlington. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and provides multi-asset model portfolios supported by in-house research.

John Boughton is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has a background including service in the Army National Guard since 2020 and roles at Southwest Materials Handling Company and Pine Cove Christian Camps. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes systematic methodologies and oversight controls in its portfolio management.

Haley Combs is a financial advisor with Charles Schwab holding a Series 66 designation and has under one year of industry experience. Prior to joining Schwab, Haley worked at Voyage Executive Partners, LLC and CycleBar. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Steve Tawadrous is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior work includes roles at Ameriprise and Uber. He is also the owner of Cornerstone Wealth Group and active as an insurance agent specializing in life, health, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various retirement services.

Harrison Cancino is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he served in the U.S. Navy from 2018 to 2022. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Benjamin Goscha is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and nine years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. from 2017 to 2024, and has experience outside finance including a role at Jimmy Johns. 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 both non-discretionary and discretionary investment options, employing multi-asset model portfolios and a centralized operational structure that supports its extensive client coverage.

Brett Erving is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Ameritrade, Tata Consultancy Services, Advancial Federal Credit Union, SelectQuote, and TIAA. 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Matthew Dieb is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, he spent several years in full-time education. 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, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

William Jones is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Investments since 2022 and 2025, respectively. Outside of his advisory role, he has been a partner at Sebastian Ventures, LLC, where he identifies and manages real estate investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Aditi Singla is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022, with prior experience at HGI and DFW Staffing. Outside of her advisory role, she is the owner and director of Ingenious Management Inc, a jewelry sales business based in Texas. Fidelity’s Strategic Advisers division provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios built from mutual funds, ETFs, and ETPs.

Heather Carlson is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following a 12-year tenure at TDAmeritrade Inc. 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 and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and a centralized operational structure.

Reagan Tucker is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has held prior positions at First Command Financial, TD Ameritrade, and Scottrade. 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Merrill and Fidelity before joining LPL Financial in 2024. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.