Christopher Fairfield is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials. He has been with Charles Schwab since 2026 and has prior experience with Mass Mutual Strategic Distributors, William Raveis, and other companies. His background includes roles in various industries before entering the financial sector. 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 financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset strategic allocation investment approach.

Judah Lewis is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. Prior to joining Schwab, he worked with Voya Financial Partners and has experience in education and hotel front office operations. He is currently based in New York City. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a client relationship model that includes non-discretionary and discretionary investment management options.

Reilly Townsend is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at Globe Life's Liberty National Division and has held various roles including positions at Zoom Roses and the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Victor Tignor is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work experience includes roles at American Airlines and Nine Flags Bar and Grill. 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 supported by research from the Schwab Center for Financial Research.

James Ray is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses, and three years of industry experience. Prior to joining Schwab, he has held various roles across multiple industries including hospitality and wellness. Outside of his advisory role, he is involved with several businesses such as Moxies Plano and PyreFire Tables. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Jones is an Investment Solutions Representative III at Fidelity Investments. He collaborates closely with individuals and families to understand their unique financial circumstances and develop strategies tailored to their short-term priorities and long-term financial goals. He has progressed through various roles at Fidelity Investments since 2023, including Investment Solutions Representative I and II, as well as Retirement Specialist and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Relationship Banker I at Simmons Bank from 2022 to 2023.

Allison Israel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Merrill from 2010 to 2018. Outside of her advisory role, Israel is a co-owner of Dragon Ridge LLC and serves as treasurer on the board of directors for the Cross Timbers Hills Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Felicia Arnold is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, she spent seven years with the Greater Europe Mission. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, regulatory registrations, and a formal advisory role to multiple registered investment companies.

Holley Hartley is a financial advisor at Charles Schwab with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co., Inc. and The Ayco Company, L.P./Mercer Allied. 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 models with access to discretionary separately managed accounts and offers multi-asset model portfolios backed by research from the Schwab Center for Financial Research.

Angela Burcel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Her background includes roles at Charles Schwab Bank, SSB and USAA Investment Management Company, among others. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Christine Simek is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes roles at J.P. Morgan Securities and The Prudential Insurance Company of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Candace Ellison is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2017, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank. Prior to Schwab, she was employed at TD Ameritrade and RBC Capital Markets. 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 discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab’s research and centralized operational structure.

Sze Sze Fertitta is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has held prior roles at Raymond James Financials, Lululemon, the University of Texas at Dallas, Ridge Point High School, and YouTube. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and consulting services with a range of portfolio management styles and affiliated research.

Jared Phillips is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials, and has five years of industry experience. His prior work includes roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. 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. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Robert Foret is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes a brief tenure at Jefferson Financial and various non-financial roles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

Chad Patton is a Series 66-credentialed financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds managing partner responsibilities in a development partnership focused on the restoration of the Baker Hotel in Mineral Wells, Texas. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Dante Jefferson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Fidelity, having previously worked at Fisher Investments, Raymond James Financial Services, Lyft, JTB International and Global Advisor Group, and Edelman Financial Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Jay Langley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Charles Schwab since 2018 and previously held positions at Merrill, Banc of America Investment Services, Inc., and MetLife Investment Fund Services LLC. 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 using multi-asset model portfolios and maintains an integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Ethan Caughey is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as time spent in various other positions outside of finance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with brokerage, custody, and financial planning services.

Rajesh Singh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he has engaged in delivery driving for Amazon Flex and Uber Eats. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a comprehensive 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 utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.