Stephanie Bell is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at Go Health, California Baptist University, Door Dash, and Brenner Fiedler and Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, multi-manager fund structures, and formal advisory roles to registered investment companies.

Ryan Sanders is a Series 66-licensed financial advisor with Edward Jones in Colleyville, TX, where he has worked since 2014. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Courtney Brown is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios. The firm also serves in advisory roles for multiple registered investment companies and integrates advanced methodologies, including AI, in its investment research.

Khristopher Liles is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, JP Morgan Chase, and Wells Fargo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment program.

Katie Andrews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, she worked at FedEx Office and American Solutions for Business. Fidelity’s Strategic Advisers LLC 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Nathaniel Laplante is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he served in the United States Army from 2019 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and use of algorithmic portfolio construction. The firm integrates proprietary research with quantitative analysis and delegates management to sub-advisers while overseeing share class and allocation decisions.

Gregory Gibson is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked as an independent contractor for GOAT, a sneaker reselling platform, and DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cayden Germany is a financial advisor with Fidelity Investments holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he has held positions at Ellis & Ellis Law Firm, Tulsa YouthWorks, and Bok Financial, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios comprised of mutual funds, ETFs, and ETPs, as well as its advisory role to registered investment companies and fund-of-funds.

Carl Tyler is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade, Inc. for 11 years prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Bryan Yach is a CFP® professional with 15 years of industry experience. He is currently affiliated with Cetera and its related entities, having previously worked at Fidelity Investments for over a decade. His background includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and operates through a large nationwide network of independent advisors.

Chad Fox is a financial advisor with Morgan Stanley in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved with LF Whip Enterprises LLC, a publishing and technology business established for his minor child. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Paul Brewer is a financial advisor at Edward Jones holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of financial advisors and branch offices.

Blake Chelf is a Financial Consultant at Fidelity Investments, bringing with him a progressive career within the company since 2020. He has held multiple roles at Fidelity, including Investment Management Consultant I and II, as well as Investment Solutions Representative. Prior to joining Fidelity, Blake worked as a Financial Advisor at Raymond James & Associates from 2019 to 2020 and as a Retirement Plan Consultant at ANEW 401k TPA, LLC from 2016 to 2019. In his current role, Blake partners closely with clients to develop personalized financial plans that align with their unique goals. He emphasizes understanding clients' priorities, concerns, and financial needs to build relationships grounded in trust, guiding them toward informed financial decisions. Blake holds insurance licenses in Arkansas and California.

Glenn Jarvis is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he was employed at Fidelity Brokerage Services LLC and held positions outside the financial industry, including roles at Cinemark and Eastland ISD. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Justin Gassett is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisors Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Halle Cheatham is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, she worked at DMA Solutions, Inc. and SAFE2SAVE, and has had roles in various organizations including Northwestern Mutual and Kanakuk Kamps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supporting over four million clients and managing approximately $1.01 trillion in assets.

Skylar Mccauley is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and possessing five years of industry experience. Prior to joining Fidelity, Mccauley gained work experience in various roles including at Walgreens Pharmacy and the University of North Texas. Strategic Advisers LLC, a Fidelity Investments company, 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 to deliver model portfolios and discretionary management services.

Brian Phipps is a financial advisor with Cetera based in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Cetera, he worked at Guardian Life for seven years and Avantax for three years. Outside of his advisory role, he owns and operates a real estate business focused on buying and selling single-family residences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Jared King is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team focused on assisting families with multi-generational wealth through holistic planning and trusted relationships. Jared has been with Fidelity Investments since 2000, holding various positions including Service Trading Representative, Retirement Investment Specialist, Investment Management Consultant, and Investment Management Consultant for Private Wealth Management before his current role. His experience spans over two decades in investment management and retirement planning.

Matthew Bullard is a financial advisor with Fidelity Investments based in Southlake, TX. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Bullard has worked with various Fidelity entities since 2004. He serves as a representative of the Era Education Foundation endowment. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios and manages a range of advisory services including multi-manager funds and fund-of-funds structures.