Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and employs systematic methodologies and oversight controls in its management approach.

Sarah White is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Schwab, she worked at TD Ameritrade and Warstic, and has experience in media and consulting. Outside of finance, she hosts and produces a music podcast and is involved in retail activities including managing a vintage booth with her family and selling curated items online. Charles Schwab & Co., Inc. serves a large client base, 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 supported by multi-asset model portfolios and a comprehensive due diligence process.

Linda Trevino Marroquin is a financial advisor at Fidelity with a Series 66 designation and experience spanning multiple roles, including prior positions at Wells Fargo, AT&T, and service in the Army. She has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies.

Sara To is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Sara is part of Strategic Advisers LLC, a Fidelity Investments company that provides discretionary and non-discretionary investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jaclyn Leonard is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work history includes roles at TDAmeritrade, BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency, Inc. 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 mix of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Joseph Eiswert III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. He has one year of industry experience and has held roles at several firms including JPMORGAN Chase Bank, N.A., Reliant Logistics LLC, and Texas Financial Advisors. Outside of his advisory work, he has managed his own business, Joseph Eiswert - Self Employed, for eight 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated entities since 2009. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Christian Castaneda is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. His prior work experience includes roles outside finance across various sectors such as retail and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies.

Samantha Tovias is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, she worked at First Convenience Bank for five years and has previous experience in customer service roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Justin Paul is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses. He has recently begun his career in the industry, joining Charles Schwab in 2026 after prior experience at Robinhood Markets, Inc. and completing his education at Louisiana State University. 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 a multi-asset model portfolio investment approach supported by in-house research and alternative investment options.

Briana Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked in various roles including at Composure Studios and Grayhouse Events Atelier. Outside of her advisory work, she serves as a shift lead and barista at a teahouse in Euless, Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolio delivery with oversight controls and specialized roles in commodity pool operation and registered investment company advisory.

Elizabeth Soto Calva is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2020. Prior to her advisory role, she was a homemaker and community volunteer with The Ferreyra Family. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, integrating brokerage, custody, and advisory services within a centralized operational structure.

Christine Atwell is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity Investments, she was affiliated with Fidelity Brokerage Services, LLC for seven years and has experience as a self-employed professional and in design through Christine & Co. Design, LLC. She was also involved with the Plaza Theater Company for eleven years. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves in advisory capacities to registered investment companies and fund-of-funds.

Liam Broughton is a financial advisor with Fidelity Investments in Westlake, TX. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual and various roles during his studies at Texas Christian University. Outside of advising, he was involved in student activities at Texas Christian University. Fidelity’s Strategic Advisers LLC 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 and oversees multiple advisory and sub-advisory arrangements.

Kristopher Jantzen is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 18 years of industry experience. His prior work includes roles at American Airlines Federal Credit Union, Cetera, and Allstate Financial Advisors. He also operates a related entity under the name Flagship Financial Group for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marci Prather is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Denali Wealth Management, New York Life, and LHC Group, Inc. before joining Fidelity. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls and formal governance procedures.

Alicia Lara is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. She has previously worked with American Airlines Financial Credit Union and serves as an owner of Texas Tinge LLC, a non-investment-related business. Lara also has a seven-year affiliation with the University of Texas at Arlington. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary investment strategies supported by research and technology tools.

Jesse Plata is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Ryan Towe is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab & Co. since 2022, following a 13-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 guidance, supported by multi-asset model portfolios, a dedicated research center, and a formal alternative investment program.

Robert Barlow is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Raymond James Financial Services and Wells Fargo Clearing and has operated Barlow Capital Advisors, LLC since 2009. Outside of his advisory work, he is associated with 5 Bar Holdings, LLC, a business entity used for tax and investment purposes that is not related to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.