Trevor Harrell is a CFP® professional at Charles Schwab with four years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles in client service and retail. Harrell is based in Westlake, TX. Charles Schwab 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 centralized operational structure.

Michael Rollins is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 manage model portfolios composed of mutual funds, ETFs, and ETPs.

Tate Roueche is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has a history of roles within Fidelity, including Investment Consultant, Team Leader in both Workplace Planning and Advice as well as Client Services, Help Desk in Client Services, and High Net Worth Associate, spanning from 2017 through 2022. Tate assists clients in creating comprehensive financial plans focused on achieving their personal financial goals. In his role, Tate emphasizes starting with clients' objectives and collaboratively developing strategies aimed at realizing those goals. His experience encompasses various aspects of financial consulting and client service within the investment management industry. Outside of his professional work, Tate has interests in boating, attending concerts, fitness, golf, spending time at the lake, and traveling.

Christina Cloud is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked with Charles Schwab since 2018 and previously held positions at First Command Financial Planning and Northwest ISD V.R. Eaton High School. Outside of her advisory role, she assists with bookkeeping and website design for her spouse’s metal fabrication business. 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 options, leveraging multi-asset model portfolios and centralized operational structures.

Austin Seelye is a financial advisor at Charles Schwab with five years of industry experience. His background includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Robinhood Financial, LLC. Prior to his advisory career, he had positions at the University of Mississippi and other firms. 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 advisory solutions supported by multi-asset model portfolios and thorough due diligence processes.

Juan Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at TD Ameritrade, Wells Fargo, Amazon, and Walmart. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios and alternative investment options.

Brooke Bradley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Coppell, TX, and holds the Series 66 license. Outside of her advisory role, Brooke participates as a Finance Committee Member at Trietsch United Methodist Church in Flower Mound, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated financial services supported by a nationwide network of advisors and branch offices.

Cierra Stewart is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments, Walmart, Baylor University, and First Convenience Bank. 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 to manage mutual funds, ETFs, and fund-of-funds.

Tanya Muldrow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She worked at TD Waterhouse Investor Services Inc. for 16 years before joining Charles Schwab in 2022. 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 affiliated discretionary SMA options and uses multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Gregory Cella is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and Charles Schwab Bank, SSB since 2012. Outside of his advisory role, he owns a food and beverage production business focused on baking and selling bread, and he is also engaged in freelance photography. 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 approach supported by comprehensive research and centralized operational infrastructure.

Trey'von Webster is a financial advisor at Fidelity with Series 63 and 66 licenses and five years of industry experience. His prior work includes roles at NBCUniversal and as a lead musician at River of Life Christian Ministries, where he continues to serve in an unpaid capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and advanced technologies in portfolio management.

Lee Hosler Jr. is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2000. Outside of his financial career, he was involved with Spunky Huester Designs from 2018 to 2019. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and undertakes advisory roles to multiple registered investment companies.

Karlee Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2025, she worked at TIAA from 2021 to 2025 and TIAA Bank from 2020 to 2021. Outside of finance, she was involved with Sister STEM Co. from 2020 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios that utilize systematic methodologies and long-term asset allocation strategies.

Richard Mays is a CFP® professional with 19 years of industry experience, currently advising at Charles Schwab in Westlake, TX. He has been with Charles Schwab and its affiliated entities since 2010, including roles at Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base, 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jason Adamcik is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Truist Advisory Services and BB&T in various advisory roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third parties.

Michael Ure is a financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked at The Beck Group and Bomel Construction. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics, without portfolio management or implementation services.

Jarrod Lux is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments in various capacities since 2011, including Fidelity Personal and Workplace Advisors. Prior to that, he was with Equitable Advisors for one year. 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 systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lautaro Millaman Teruel is a financial advisor at Charles Schwab with the Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously employed by NuWater SAPI de CV from 2014 to 2020. Outside of his advisory role, he works as a rideshare driver and as a package delivery driver through Amazon Flex. 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 multi-asset model portfolio approach and centralized operational infrastructure.

Claudia Kindred is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates with clients and the wealth management team to develop comprehensive financial plans aimed at helping clients achieve their financial goals. Prior to her current position, Claudia served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2026. She holds an Arkansas Insurance License, enabling her to provide expertise in insurance-related financial planning. Beyond her professional endeavors, Claudia's personal interests include beach activities, fitness, parenthood, and traveling.

Austin Todd is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at TD Ameritrade and Western & Southern Life. 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 centralized custody and operational support.