Jordan Beck is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services LLC. 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 models with discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Joshua Rojas is a financial advisor at Charles Schwab with a Series 66 designation and nine years of prior experience at Bellco Credit Union. He has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base of mainly 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 a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Christian Arechiga is a Financial Consultant at Fidelity Investments, a position held since 2010. With over 15 years of experience as a financial advisor, Christian focuses on helping clients nationwide develop thoughtful and sustainable financial plans tailored to their individual stories, values, and goals. Christian aims to provide clarity and support for long-term financial well-being. Christian holds insurance licenses in Arkansas and California. Outside of professional work, Christian is based in Texas and balances career with family life as a wife and mother to twin young adult daughters. Personal interests include baseball, fitness, golf, movies, and traveling.

Andrew Goucher is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research and quantitative analysis, incorporating algorithmic portfolio construction and systematic methodologies in its investment process.

Nathan Griffin is a financial advisor at Charles Schwab with three years of industry experience and holds Series 63 and Series 66 licenses. His prior experience includes roles at TD Ameritrade and Rethink Wealth. Outside of advising, he manages a rental property in Fort Worth, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Daniel Moncanut is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab Bank. Outside of his advisory role, he serves as a soccer referee with the Texas Association of Sports Officials. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and integrated custody solutions.

Eric Andrews is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2016, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Rick Kinnard is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at TD Ameritrade, AeroTek, Electro Enterprises, and The Home Depot. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining advisory, brokerage, custody, and cash-sweep services in an integrated structure.

Connor Zmolik is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He previously worked at PMSI and Marcus & Millichap and has been with Fidelity since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Jeffrey Israel is a financial advisor with Ameriprise in Southlake, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Securities for a decade and later at Hilltop Securities. Outside of his advisory work, he serves on the Board of Directors for the Southlake Baseball Association as a scheduler and 7U commissioner and is involved in managing his own consulting and advisory businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice tailored to clients approaching or in retirement.

Adam Thornton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2000, holding various roles including Branch Investment Consultant, Site Insurance Consultant, Financial Consultant, Fixed Income Specialist, and Service Trader. With twenty-five years in the financial industry, Adam focuses on partnering with clients to create personalized plans. He aims to help clients navigate the complexities of investing while making it simpler to understand and manage. Adam works to understand clients' dreams and goals and assist them in making the most of their lives. He holds an Arkansas Insurance License.

Matthew Gifford is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he teaches voice, piano, and guitar lessons as a sole proprietor. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Jose Rios is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked in education with the University of North Texas and school districts in Denton and Arlington, Texas. 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Javier Padron is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 designations. Before joining Charles Schwab, he worked at Qualitax and Kroger and spent four years in full-time education. 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 financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and operational support.

Rosalie Smith is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at Charles Schwab Bank, Brenham National Bank, Starbucks, Massage Heights, and R2 Wellness. Charles Schwab serves a large client base of 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 and provides centralized supervisory, custody, and order-routing services.

Sean Flood is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Charles Schwab since 2019 and previously held roles at Key Investment Services LLC, KeyBank NA, Bank of America, N.A., and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure serving a large client base.

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios, and it holds several distinctive regulatory and advisory roles within the industry.

Verkedric Vaughns is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He has worked at multiple firms including Strategic Advisers, LLC and Bank of America. Outside of his advisory role, Vaughns serves as a fan ambassador, assisting guests at events in Westlake, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Stephen Decoursey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, TD Ameritrade, Truist Financial Corp., and Horizon Bank. Charles Schwab & Co., Inc. serves a large client base of 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 and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Taahir Shaikh is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked at Fidelity as an Investment Management Consultant from 2021 to 2023 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity, he was a Personal Banker at J.P. Morgan Chase & Co from 2017 to 2019. In his current role, Taahir focuses on understanding clients' unique financial priorities and life experiences to provide tailored financial guidance. He collaborates with clients to develop personalized plans and discusses Fidelity's strategies to help them achieve their financial goals. He holds insurance licenses in Arkansas and California and is proficient in Arabic, Hindi, Spanish, and Urdu. Outside of his professional work, Taahir enjoys biking, board games, hiking, photography, traveling, and exploring food.