David Smith serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been dedicated to helping families understand their financial needs, identify risks, and develop plans aimed at achieving financial security. Prior to his current position, David worked as a Retirement Relationship Manager at Fidelity Investments from 2006 to 2012 and as a Financial Advisor at Ameriprise Financial from 2005 to 2006. He holds insurance licenses in Arkansas and California. Outside of his professional work, David engages in activities such as fishing, football, outdoor adventures, and volunteering, and he values his role in parenthood.

Robert Knous is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Sunset Financial Services, Inc. He is also a licensed insurance agent specializing in life and health insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and investment management. The firm emphasizes model-based asset allocation and portfolio optimization and provides a range of brokerage and advisory programs for individual investors, retirement plans, charities, and corporate clients.

Kyle Kramer is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Smith is a financial advisor with Equitable Advisors based in Fort Worth, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and automotive services. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and focuses on matching clients to appropriate investment models based on risk tolerance and personal information.

Benjamin Pyron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior career includes roles at Stine Enterprises LLC and Hawaiian Bros Island Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. 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 guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor at Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses with seven years of industry experience. Prior to joining Charles Schwab in 2019, Stormy worked at J.P. Morgan Chase from 2017 to 2019 and at PLS Check Cashiers from 2013 to 2017. Charles Schwab & Co., Inc. serves a large client base of primarily 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’s integrated structure combines advisory, brokerage, custody, and cash management services with multi-asset model portfolios and a formal alternative-investment program.

Cavan Bullock is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Randstad, Target, Fox Corporation, and educational institutions such as University of North Texas and Marcus High School. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Rebecca Prichard is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at TD Ameritrade and AR Services, as well as work with Fundraise with Unique. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

James Hill is a Planning Consultant with experience in retirement planning, having worked at Fidelity Investments in various capacities from 2021 to 2026. His roles included Retirement Planner Associate, Retirement Planner, and Director, Retirement Planner. He holds insurance licenses in Arkansas and California, enabling him to provide insurance-related financial guidance. James works with families to understand their financial needs and goals to co-create financial plans aimed at achieving financial security. Outside of his professional work, James has interests in board games and football.

Conner Paty is a financial advisor at Charles Schwab with credentials including Series 66 and Series 63. He has five years of industry experience, having worked previously at TD Ameritrade and Charles Schwab Bank. 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 services supported by multi-asset model portfolios and a centralized operational structure.

Alexander Marfori is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and approximately one year of industry experience. His prior work includes roles in retail and education sectors before 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 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 the Schwab Center for Financial Research.

Karen Vergara is the Vice President and Branch Leader at Charles Schwab in Pasadena, California. In her role, she leads a team of financial professionals focused on providing a differentiated client experience. She aims to contribute to a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Karen has extensive experience in branch management within the financial services industry. Her previous roles include Vice President Branch Manager positions at TD Ameritrade from 2018 to 2019 and at Scottrade from 2014 to 2018. Outside of her professional responsibilities, Karen is engaged in various personal interests including spending time at the beach, participating in family activities, social events with friends, parenthood, traveling, and volunteering.

Todd Skogen is a financial advisor at Fidelity Investments with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Farmers Financial Solutions, and SWL Advisory. He works within Strategic Advisers LLC, a Fidelity Investments company that 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 to deliver model portfolios and discretionary management.

Jeremy Kresge is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2005. Outside of his advisory role, he is an owner of mineral rights on an oil and gas lease in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Taeshima White is a financial advisor at Fidelity with 20 years of industry experience. Prior to joining Fidelity, White worked at Robinhood Financial and Charles Schwab. White is the sole proprietor of SheroShift, a coaching business based in Phoenix, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Christopher Elizalde is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and spent 15 years at QuikTrip. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Ryan Fleck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked in the automotive sector and was self-employed for over a decade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methods and maintains a formal advisory role to multiple registered investment companies.