Adrian Rodriguez is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios using a blend of proprietary fundamental research and quantitative analysis.

Marco Uranga is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2020 to 2022. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Reta Savage is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at TD Ameritrade and AHI Supply. 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’s investment approach includes multi-asset model portfolios with strategic asset allocation, combined with both non-discretionary and discretionary advisory options.

Mark Ryan is a CFA® charterholder with Series 66 and Series 63 licenses and has nine years of industry experience. He has worked at Charles Schwab since 2016 and was previously with Fxcm. 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 SMAs and a formal alternative-investment onboarding process.

Neal Brandhorst is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at TD Ameritrade and a one-year role at the University of Texas at Arlington. 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custody and supervisory infrastructure.

John Boughton is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes service with the Army National Guard and roles at Southwest Materials Handling Company and Pine Cove Christian Camps. He is currently based in Westlake, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Haley Combs is a financial advisor with Charles Schwab holding a Series 66 designation and has under one year of industry experience. Prior to joining Schwab, Haley worked at Voyage Executive Partners, LLC and CycleBar. Charles Schwab serves a large client base primarily composed 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, utilizing multi-asset model portfolios and a centralized operational structure.

Steve Tawadrous is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior work includes roles at Ameriprise and Uber. He is also the owner of Cornerstone Wealth Group and active as an insurance agent specializing in life, health, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various retirement services.

Harrison Cancino is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he served in the U.S. Navy from 2018 to 2022. He works with Strategic Advisers LLC, a Fidelity Investments company that 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.

Brett Erving is a financial advisor with Charles Schwab and Co., Inc. in Westlake, TX, holding Series 66 and Series 63 credentials and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, Tata Consultancy Services, Advancial Federal Credit Union, SelectQuote, and TIAA-CREF. 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, offering both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach.

John Sheppard is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior work experience with Cracker Barrel, Door Dash, and the USPS. Outside of his advisory role, he has worked as an independent contractor delivering food for services including Door Dash and Uber Eats. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and fund advisory services.

Matthew Dieb is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he spent several years in full-time education. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

William Jones is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Investments since 2022 and 2025, respectively. Outside of his advisory role, he has been a partner at Sebastian Ventures, LLC, where he identifies and manages real estate investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Aditi Singla is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022, with prior experience at HGI and DFW Staffing. Outside of her advisory role, she is the owner and director of Ingenious Management Inc, a jewelry sales business based in Texas. Fidelity’s Strategic Advisers division provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios built from mutual funds, ETFs, and ETPs.

Heather Carlson is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following a 12-year tenure at TDAmeritrade Inc. 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, combining multi-asset model portfolios with access to alternative investments and a centralized operational structure.

Reagan Tucker is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has held prior positions at First Command Financial, TD Ameritrade, and Scottrade. 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, using multi-asset model portfolios and a centralized operational structure.

Tyler Bowman is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and totaling 10 years of industry experience. His prior roles include several years at Merrill before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Jordan Beck is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 models with discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Joshua Rojas is a financial advisor at Charles Schwab with a Series 66 designation and nine years of prior experience at Bellco Credit Union. He has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base of 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 offers a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Christian Arechiga is a Financial Consultant at Fidelity Investments, a position held since 2010. With over 15 years of experience as a financial advisor, Christian focuses on helping clients nationwide develop thoughtful and sustainable financial plans tailored to their individual stories, values, and goals. Christian aims to provide clarity and support for long-term financial well-being. Christian holds insurance licenses in Arkansas and California. Outside of professional work, Christian is based in Texas and balances career with family life as a wife and mother to twin young adult daughters. Personal interests include baseball, fitness, golf, movies, and traveling.