Jordan Francis is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Dallas Behavioral Healthcare. Outside of advising, he is the owner of Jordan Ashton Properties LLC, a real estate business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kenneth Harris Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and also works with Charles Schwab Trust Bank since 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm is known for its scale, integrated service model, and combination of advisory and brokerage capabilities.

Gregory Travitz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and 26 years of industry experience. His career includes long tenures at TD Waterhouse Investor Services and Ameritrade before joining Charles Schwab in 2021. 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 client relationships with access to affiliated discretionary SMAs, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Melissa Weeks Billeg is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade, Fidelity Investments, Capital One Investing, and First Command Financial Planning. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Nikolas Pineider is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and Fidelity Brokerage Services LLC. In addition to his advisory work, he is an associate at Pineider, Ford & Associates PLLC, an accounting firm where he is involved in tax compliance, planning, and firm modernization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Sydney Varnado is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Varnado worked at Trellly Group and operated Syd V's Shop, a consumer products distribution business. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs.

Eric Nease is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, USAA Financial Planning Services, and Wells Fargo Clearing. He is based in Westlake, TX. 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 services with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by research and a centralized operational structure.

Michael Ngo is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked previously with Capital Group and American Funds. Ngo serves as a board member for the Hope Women Empowerment Organization and provides oversight and administrative support for a technology platform called WealthTip. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and over $256 billion in assets under management.

Taylor Lynch is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Merrill Lynch and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process includes centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Alejandro Soule is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, he worked at AT&T and GTN, and he has a background in full-time education totaling 13 years. 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 mix of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investment due diligence within an integrated and scalable operational structure.

Lauren Faris is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and previously worked at Best Buy for six years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a notable role in advising registered investment companies and utilizing AI-driven methodologies.

Adaryl Davis is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade from 2012 to 2024. 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Dakota Soward is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Dakota worked at Rodd & Gunn, Tommy Bahama, Adidas, and Pei Wei in various roles. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Catherine Van Hoecke is an Executive Planning Consultant at Fidelity Investments. She focuses on helping executives work towards their lifetime financial goals through benefits review, equity compensation, and wealth planning. Catherine emphasizes simplicity and ease of implementation in her approach, leveraging Fidelity resources to support her clients effectively. She has been with Fidelity Investments since 2017, holding various roles including Benefits & Planning Consultant for Executive Services and Workplace Financial Consultant. Prior to Fidelity, Catherine worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds insurance licenses in Arkansas and California. Outside of her professional work, Catherine has interests in food, golf, scuba diving, tennis, traveling, and volunteering.

Ryan Stepp is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 registrations and bringing nine years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Prior to his financial services career, he was involved with The Bedford Farmers Market for six years. 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 multi-asset model portfolios supported by independent research and alternative investment options.

Walter Burroughs is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Ameriprise. Fidelity’s affiliate, 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. The firm offers discretionary and non-discretionary advisory services and is noted for its use of AI-driven methodologies and its regulatory roles, including registration as a commodity pool operator.

Brianne Moreno is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at PennyMace Loan Services and Credit Union of Texas. Outside of finance, she has experience with the Dallas Symphony Orchestra and in modeling. Fidelity's affiliate, 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 a broad range of investment products.

Thomas Shannon is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. He is based in Westlake, TX. 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 a multi-asset investment approach supported by comprehensive research and alternative investment options.

Courtney Peters is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services, LLC, Resolute Wealth Partners, Watermark Adviser Solutions, and The Center for Heart Led Leadership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Jeffrey Beck is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at The Vanguard Group, Personal Capital Advisors, E*TRADE Capital Management, and TD Ameritrade. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.