Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

James Donahue is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs, Mercer Allied Company, and Cetera Advisor Networks. Donahue serves on the board of Worldwide Voice in the Wilderness, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-based recommendation reports through a centralized consulting team, combining quantitative modeling and tax-efficiency analysis to support clients’ retirement goals.

Coltan Manley is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021. Prior to Fidelity, he worked at American Honda Finance Corporation and Houston Jackson Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

David Rosado is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been associated with Merrill and Bank of America N.A. since 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by its Chief Investment Office and third-party managers.

Gregory Gish is a financial advisor with J.P. Morgan Securities in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, J.P. Morgan Chase Bank NA since 2010, Gish Ventures from 2006 to 2020, and Waddell & Reed from 2005 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG frameworks, supported by affiliates offering implementation and portfolio services.

Brian Lewis is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity since 2006, with a brief hiatus between 2020 and 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and delivers model portfolios through intermediary platforms, incorporating systematic methodologies and oversight controls.

Howell Findley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and has experience in media and management roles at Discovery Networks and White Cross Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Adam Alinowski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Charles Schwab since 2017, including time at OptionsXpress in the same year. 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 multi-asset model portfolios supported by in-house research and alternative investment options.

Ikejuan Alston is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory work, he is an author of both fiction and non-fiction books focusing on entrepreneurship and personal growth. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning services, and an integrated operational platform.

Joseph Giangiulio is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 designations and possessing 43 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, FSC Securities Corporation, and Cetera Wealth Services. Outside of advisory services, he is involved in tax preparation and accounting through his CPA practice. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Timothy Walker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity in 2022, he held roles at various firms including Maverick Fitness and Allstate. Outside of his advisory work, he owns and manages an RV rental business in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Dustin Campbell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing LLC and JROBS Sports and Fitness / CrossFit 287. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Derrick Shipp is a CFP® professional with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles within Fidelity Investments Institutional Services, Brokerage Services, and Personal and Workplace Advisors. Outside of his financial advisory work, he is a commissioned security officer with the Texas Tactical Response Team. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves multiple registered investment companies with sophisticated advisory solutions.

Soonkwan Kwon is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he held brief positions at Uber and New York Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Andrew Alsobrook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His previous roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Fidelity Investments. Outside of his advisory work, he serves as a referee for North Texas Soccer. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Thomas Andrews is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles in educational institutions and law firms, including GreatHearts Irving Upper School and Sandler Law Group LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 serves a variety of clients including charitable funds and registered investment companies, and is noted for its use of algorithmic methods and AI technologies in portfolio management.

Eddie Holguin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Prior to his current role, he held positions in hospitality and media, including at Henry's Tavern and Multiview. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Matthew Crippen is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Dick's Sporting Goods and has been affiliated with Grand Canyon University since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. Its approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian Coker is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2005. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.