Jonathan Herbert is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 10 years of industry experience. He previously worked at Waddell & Reed, Inc. and ran his own business, Jonathan Herbert Inc. Outside of his advisory role, he has experience selling non-variable life insurance and annuities and is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options supported by technology and a broad platform of affiliated financial services.

Vanessa Le is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Her current roles include work with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Keith Kozubal is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Morgan Stanley, and Raymond James Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of investment strategies under a fiduciary standard.

Daniel Buchholz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2016 and 2018, respectively. He is based in Lone Tree, Colorado. 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 and maintains a distinctive integrated operational structure.

Jose Rodriguez is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to Schwab, he held roles at CoreStaff, The Hiring Engine, HomeAdvisor, and worked at the University of Colorado at Boulder in various capacities. Outside of his advisory work, he has experience as a delivery driver for DoorDash. 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 advisory relationships and access to discretionary separately managed accounts, supported by a large integrated operational structure and multi-asset model portfolio guidance.

Andrea Shortino is a financial advisor with Ameriprise in Englewood, CO, holding CFP® and Series 66 credentials and 24 years of industry experience. She has been with Ameriprise Financial Services and its successor firm since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gary Mendez is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2020. Prior to that, he held roles at USAA Investment Management Company, USAA Financial Planning Services, Inc., and USAA Financial Advisors 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

John Shanley is a financial advisor at Charles Schwab with 14 years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2019, following prior positions at J. Joseph Consulting and National Planning Holdings. Shanley holds Series 63 and Series 66 designations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 a centralized operational structure.

Scott Hisamoto is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has worked within various Charles Schwab entities since 2008, including Charles Schwab Trust Bank and Charles Schwab Bank. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Edson Gallardo Vazquez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Westerra Credit Union before joining Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to implement systematic, long-term asset allocation strategies.

Mark Avers is a financial advisor with Datalign, holding Series 66 and Series 63 designations and bringing 29 years of industry experience. His prior roles include positions at ETC Brokerage Services, Equity Advisor Solutions, Innovayte, LLC, and running his own consulting business. Datalign provides a technology-driven platform that connects individual Consumers with third-party investment advisers through an online matching service. The firm does not manage assets or take custody and generates revenue from referral fees paid by participating advisers.

John Jenkins is a CFP® professional with 27 years of industry experience. He currently serves as an advisor at XYPN Sapphire and Dove Valley Wealth Management, LLC. Previously, he worked at GWFS Equities, Inc. and Advised Assets Group, among others. In addition to his advisory roles, he provides part-time tax preparation services as a seasonal tax preparer. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and sponsored TAMP services.