Katherine Kiere is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Resource One Credit Union. 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 options, delivering multi-asset model portfolios and alternative investment access within an integrated operational structure.

Devin Pajeau is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to his current role, he worked at firms including Equitable Advisors and AXA Advisors, LLC. He has also been involved in managing hospitality businesses such as The Creek Pub & Grill and Innisfree Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes oversight of affiliated and unaffiliated sub-advisers and incorporates AI-driven methods and established governance practices in its advisory services.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and employs systematic methodologies and oversight controls in its management approach.

Sarah White is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Schwab, she worked at TD Ameritrade and Warstic, and has experience in media and consulting. Outside of finance, she hosts and produces a music podcast and is involved in retail activities including managing a vintage booth with her family and selling curated items online. 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive due diligence process.

Linda Trevino Marroquin is a financial advisor at Fidelity with a Series 66 designation and experience spanning multiple roles, including prior positions at Wells Fargo, AT&T, and service in the Army. She has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies.

Sara To is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and designs model portfolios for intermediary platforms.

Jaclyn Leonard is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at TDAmeritrade, BBVA Securities Inc., and Compass Bank, among other firms. Charles Schwab 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s in-house research and due diligence.

Joseph Eiswert III is a financial advisor with J.P. Morgan Securities in Colleyville, TX. He holds Series 63 and Series 65 registrations and has one year of industry experience. His prior roles include work at Texas Financial Advisors and Reliant Logistics LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated entities since 2009. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Christian Castaneda is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. His prior work experience includes roles outside finance across various sectors such as retail and education. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies.

Samantha Tovias is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, she worked at First Convenience Bank for five years and has previous experience in customer service roles. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Justin Paul is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses. He has recently begun his career in the industry, joining Charles Schwab in 2026 after prior experience at Robinhood Markets, Inc. and completing his education at Louisiana State University. 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 investment approach supported by in-house research and alternative investment options.

Briana Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked in various roles including at Composure Studios and Grayhouse Events Atelier. Outside of her advisory work, she serves as a shift lead and barista at a teahouse in Euless, Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolio delivery with oversight controls and specialized roles in commodity pool operation and registered investment company advisory.

Elizabeth Soto Calva is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2020. Prior to her advisory role, she was a homemaker and community volunteer with The Ferreyra Family. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, integrating brokerage, custody, and advisory services within a centralized operational structure.

Christine Atwell is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity Investments, she was affiliated with Fidelity Brokerage Services, LLC for seven years and has experience as a self-employed professional and in design through Christine & Co. Design, LLC. She was also involved with the Plaza Theater Company for eleven years. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves in advisory capacities to registered investment companies and fund-of-funds.

Liam Broughton is a financial advisor with Fidelity Investments in Westlake, TX. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual and various roles during his studies at Texas Christian University. Outside of advising, he was involved in student activities at Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple advisory and sub-advisory arrangements.

Kristopher Jantzen is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Cetera and Allstate Financial Advisors. He is also associated with American Airlines Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Marci Prather is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Denali Wealth Management, New York Life, and LHC Group, Inc. before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls and formal governance procedures.

Alicia Lara is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. She has previously worked with American Airlines Financial Credit Union and serves as an owner of Texas Tinge LLC, a non-investment-related business. Lara also has a seven-year affiliation with the University of Texas at Arlington. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary investment strategies supported by research and technology tools.