Joann Shytle is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Ameriprise, Trade Shoe Management, and Comerica Securities. Outside of her advisory work, she is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional accounts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using firm research and planning tools to develop tailored recommendations.

Camryn Venters is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains roles as a registered commodity pool operator and advisor to multiple fund‑of‑funds.

Robert Hicks is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at First Financial Bank and spent eight years in the education sector. He also has a minor involvement with Dynata LLC unrelated to investment activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm offers discretionary and non-discretionary advisory work and serves multiple registered investment companies, with a notable use of systematic methodologies and oversight controls.

Clinton Sterling is a financial advisor at Fidelity with Series 66 and Series 63 certifications and two years of industry experience. Prior to joining Fidelity, he worked for nine years with Texas Air Authorities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Kimberly Mente is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Charles Schwab in 2022, she worked at TDAmeritrade, Inc. for 11 years. Outside of her financial career, she is an owner of Retro Alley LLC, a custom graphics business that sells items such as t-shirts, tin signs, and stickers. 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, combining non-discretionary advice with access to discretionary separately managed accounts and a range of alternative investments.

Megan Johnson is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cambridge Investment Research, Inc. and Athlon Advisors, among other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.

Joseph Herrera is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials. He has experience with several firms including Miller George & Suggs and Equitable Advisors, LLC. Outside of his advisory work, he has held roles in various businesses such as Sundown at Granada and Picoso's Mexican Kitchen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts via affiliated investment managers.

Stephen Weah is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at IST and Sykes Enterprise. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and Charitable Gift Funds through discretionary and non-discretionary advisory services.

Tracy Jones is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC since 2001. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Erin Mellott is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation. Her prior work includes multiple roles at Bar Louie and The Melting Pot before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on model portfolios using mutual funds, ETFs, and ETPs.

Keyana Avery is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2018 and previously held roles at TD Ameritrade from 2014 to 2018. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Nathan Alexander is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 1998. He partners with families to build, preserve, and transfer their wealth, utilizing available resources to help clients work towards their financial goals. Nathan has held the position of Vice President, Financial Consultant since 2005. Prior to that, he served as an Account Executive at Fidelity Investments from 1998 to 2005. He holds insurance licenses in Arkansas and California.

Russell Holley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1984 as a Financial Advisor specializing in professionally managed assets. Russell joined Merrill Lynch in 1990 and has since become a Managing Director and Wealth Management Advisor, contributing to the expansion of Merrill's managed money program. Russell holds a Bachelor of Science in Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He studied at the Wharton School of Business to obtain his CIMA designation from the Investments & Wealth Institute™. Throughout his 42-year career, Russell has dedicated time and resources to various community organizations, including White's Chapel United Methodist Church, Southlake Baseball Association, Big Brothers/Sisters, Junior Achievement, Cook Children's Hospital, and others. He resides in Southlake, Texas, with his wife Lana and values being close to their two adult children and grandchildren.

Thomas Kerwin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank. Outside of advising, he is president of CTK Products LLC, an agriculture business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Bibhor Regmi is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Fidelity Investments and has previously worked at Atlas Capital Trade and the U.S. Patent and Trademark Office. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolio solutions.

Bronwyn Cordiak is a Planning Consultant who focuses on creating successful financial plans by connecting with clients and understanding their unique experiences. She utilizes the tools and resources available through Fidelity to build lifelong relationships that align clients with their goals and dreams. Bronwyn's professional experience includes serving as a Financial Advisor at RBC Wealth Management from 2021 to 2025 and as an Associate Financial Advisor at the same firm from 2020 to 2021. She has developed expertise in financial planning during her tenure in these roles. Outside of her professional work, Bronwyn engages in family activities, fitness, horseback riding, and skiing.

Gregory Newlin is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 20 years of industry experience, having previously worked at TD Waterhouse Investor Services and Ameritrade Inc. 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 offers both non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized operational structure.

Justin Ball is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Before joining Fidelity in 2022, he worked in retail positions at Magnolia Audio Video and Best Buy. 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. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with services that include discretionary and non-discretionary portfolio management.

Phillip Elder is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as earlier positions in education at the University of Texas at Arlington and Denton Independent School District. 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 employs a combination of fundamental research and quantitative analysis to construct algorithm-driven model portfolios across mutual funds, ETFs, and ETPs.

Luke Harper is an Investment Solutions Representative III at Fidelity Investments. He currently assists individuals and families in developing personalized financial strategies aimed at meeting their evolving goals. Luke focuses on understanding each client's unique needs to provide guidance, education, and ongoing support for confident financial decision-making. He has been with Fidelity Investments since 2022, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I and II, before his current position. His experience centers on building long-term client relationships and delivering service that helps clients navigate financial opportunities and challenges. Outside of his professional responsibilities, Luke's personal interests include beach activities, camping, cooking and baking, snowboarding, and traveling.