Samuel Bustamante is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Amazon, TD Ameritrade, Milestone Church, and Texas Trust Credit Union. Outside of his advisory work, he is the owner and chief designer of Elevated Design & Naturescapes, a design consulting business. 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 to manage diversified model portfolios.

Jennifer Curtis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Morgan Stanley Private Bank, Bank of America, Merrill, and Equinox. Curtis is based in Fort Worth, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mark Mccauley is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity in various capacities since 2007. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs while overseeing sub-advisers and addressing conflicts of interest.

Kari Riis is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior experience includes a role at Mr. Cooper / Nationstar Mortgage LLC and six years at Campus Box Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic methodologies, and it has a formal advisory role to multiple registered investment companies and fund-of-funds.

Jeffrey Lambeth is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at JP Morgan Chase and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program and affiliated managed accounts.

Abdoulie Saye is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at TD Ameritrade and Nestle Waters. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Brian Mccormick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His career includes over two decades at Citibank and several years with Fidelity Brokerages Services LLC before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Austin Cole is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at various roles within Charles Schwab entities since 2018 and had brief positions outside the financial sector, including at Amante Coffee and Suit Supply. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Matthew Bowles is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Legacy Housing, The Funky Door, Take 5 Oil Change, Uber, and Wildwood Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Steven Marshall is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Fidelity entities since 1996. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs.

Lori Richards is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2018, progressing through various positions including Financial Associate, HSA Service & Planning, Fixed Income Specialist, Investment Solutions Representative II and III, and Financial Consultant 1. Her professional experience spans multiple areas of financial services, including fixed income, investment solutions, and health savings account planning. Lori holds insurance licenses in Arkansas and California. Outside of her professional work, Lori enjoys spending time at the beach, camping, and playing soccer. She is also a pet owner.

Armando Iglesias is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Christopher Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. before returning to Charles Schwab. 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 access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

Frank Reed is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Schwab, he worked at Fidelity Investments and operated AledoReed Consulting for three years. Reed also has a background in the restaurant industry, having been involved with STGB Restaurants for over a decade. 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, offering clients multi-asset portfolios, strategic asset allocation, and alternative investment options.

Forrest Brown is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Prior to Schwab, he was employed at LPL Financial and also has experience at Varsity Bookstore and Texas Tech University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm’s integrated model includes advisory, brokerage, custody, and cash-sweep services delivered through multi-asset model portfolios and access to alternative investments.

Tyler Dixon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual and multiple positions at Southern Methodist University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes formal governance and proxy-voting procedures in its advisory activities.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Eliseo Armijo Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His work history includes roles at Valet Living, Screen Tex, and McMahan's Flooring Inc. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers oversight of sub-advisers and share allocations.

Troy Frazier is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.