Woodrow Tippett Jr. is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has been with Charles Schwab since 2024, including roles at Charles Schwab Bank, SSB, Schwab Asset Management, and Charles Schwab Investment Management dating back to 2015. Charles Schwab 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 provides both non-discretionary and discretionary investment options, combining centralized supervision with a multi-asset investment approach and access to alternative investments.

Keyanna Russell is a Financial Consultant at Fidelity, a position she has held since 2022. She has been with Fidelity since 2018, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Her approach to financial planning centers on partnering with clients to develop, implement, and maintain customized plans that address each family's specific circumstances, with an emphasis on building relationships and understanding clients' unique stories. She holds an Arkansas Insurance License. Outside of her professional work, Keyanna is interested in golf, pets, pilates, running, and scuba diving.

Christopher Alvarez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank and Comerica Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to support its diversified investment approach.

Mikaela Spicer is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Charlie O'Shel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes eight years at TD Ameritrade and four years at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory role, he participates in Financial Peace University by assisting participants with budgeting and basic financial questions. Charles Schwab serves a large client base 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 provides a combination of non-discretionary advisory recommendations and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sergio Guzman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and affiliated entities since 2022, as well as TD Ameritrade and Wells Fargo in prior roles. 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 multi-asset model portfolios along with due diligence on alternative investments through its integrated operational structure.

Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Garrett Evans is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and having nine years of industry experience. His prior experience includes roles at TD Ameritrade and earlier work outside the financial industry. Evans is also the owner and CEO of Signate Elevators, LLC, a residential and commercial construction company. 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. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Michael Gaetano is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Charles Schwab, TD Ameritrade, and Nordic Security Services. Outside of his advisory work, he is the owner of Celtic Family Finance LLC and serves as a notary for Stifel, notarizing client documents. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Anthony Vasquez is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. Before joining Fidelity, he worked at Nebraska Furniture Mart and Marco’s Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Moniqua Pruitt is a financial advisor at Fidelity with a Series 66 credential and experience in the financial services industry beginning in 2020. Her prior roles include positions at Guardian Life, AIL, Goosehead Insurance, Nordstrom.com, and Flaire Extra. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies and use of systematic methodologies and AI tools in its investment process.

Kyoungmin Lee is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at American National Insurance and other firms before joining Fidelity. Outside of finance, Lee is involved in music through teaching and recording activities with Arkadia Music Group and 32 Generation Records. Fidelity's Strategic Advisers LLC, where Lee is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and fund advisory.

Brooke Whigham is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Equitable Advisors, Advalorem Tax, Metabologix, and Kemah Escape. 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 proprietary research with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, and it is noted for its use of AI and systematic methodologies in investment processes.

Andrew Yang is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes six years at TD Ameritrade and a brief tenure at Uber prior to joining Charles Schwab in 2022. 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 investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated services, and centralized operational structure supporting a broad client base.

David Lucas is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2010 to 2022. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

Bradley Jones is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Robert Baird & Co. since 2015. Outside of his advisory role, he serves as a substitute worship leader at University Baptist Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and non-traditional investment strategies.

John Hayes is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He is also a CERTIFIED FINANCIAL PLANNER™ and collaborates with his wealth management team to create customized financial plans aimed at helping clients progress toward their retirement goals. His professional experience includes several roles at Fidelity Investments from 2020 to 2023 as a Workplace Planning Consultant I, II, and III. Prior to that, he held various positions at TD Ameritrade between 2015 and 2020, including Client Service Specialist and roles in Investment Management Services and Investor Services. Earlier in his career, he was a District Leader at PFS Investments from 2011 to 2013. John holds insurance licenses in Arkansas and California. Outside of his professional work, his personal interests include cars, movies, music, soccer, tennis, and traveling.

Craig Marr is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Capital Corp. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.