Alexander Tower is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Secure Net Lease and Bluffview Properties LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and supports multiple registered investment companies and fund-of-funds.

Daniel Mehari is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America and Shawmut Services, along with various positions outside the financial industry. 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 individuals, high-net-worth clients, and institutional entities.

Juliana Akor is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her career includes roles at Fidelity Investments and Jewish Family & Community Services Pittsburgh. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Raphael Robert is a CFP®-credentialed financial advisor at Charles Schwab with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously held positions at Fidelity Investments, Crown Capital Management, Superior Seafood, and the University of San Francisco. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Michael Klasel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Ventura Foods, Surespire, and Prima Title Group. Outside of his advisory work, he serves as Head Judge for regional trading card game tournaments with Epik Cards and Games. 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 a combination of non-discretionary and discretionary investment management supported by centralized operational infrastructure.

Daniel Hemenway is Vice President and Financial Consultant with Fidelity Investments' Private Client Group. In his role, he partners with families to evaluate complex decisions across a wide range of financial planning topics. He works to understand his clients' overall financial goals and objectives and presents various strategies and services to help pursue those objectives. Daniel joined Fidelity Investments in 2006, initially working in Workplace Planning and Advice. He was promoted to Senior Portfolio Specialist in 2010 and then to Vice President, Financial Consultant in 2014. He holds insurance licenses in Arkansas and California.

Zack Dowell is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2002 and currently partners with families to help build, preserve, and transfer their wealth. He focuses on challenging assumptions to assist clients in developing improved lifetime financial plans. Zack's experience at Fidelity includes roles as PAS Account Executive, Relationship Officer, Client Management Representative, Senior Retirement Investment Specialist, Retirement Investment Specialist, and Customer Service Associate. His tenure at the company spans over two decades, reflecting a broad range of expertise in financial consulting and client management. He holds insurance licenses in Arkansas and California.

Luke Endres is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Infant House and Divine Mercy Catholic Books & Gifts. 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 a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

Rebecca Perry is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at TD Ameritrade and AIM Solutions Inc., and spent 20 years at AstraZeneca. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Mitchell Turner is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Robinhood Markets, Fidelity Investments, and other firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary and discretionary investment solutions supported by a centralized operational model.

Timothy Schwarz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and several energy sector companies. He worked for Sulphur River Gathering for three years before entering the financial services field. 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 investors, and institutions.

Landon Redding is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has been associated with several Fidelity entities since 2016. In addition to his advisory role, he has been affiliated with Tarrant County College since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive features such as CFTC registration and formal advisory roles for multiple funds.

Madison Harris is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Harris worked at ASI Gymnastics for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

John Schlotz is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Cetera entities since 2024, following earlier roles at Avantax and other firms. Outside of his advisory work, he serves as a power of attorney handling his father's financial and medical affairs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to proprietary and third-party models and program options ranging from automated allocations to bespoke strategies.

Stephen Crook is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously held roles at TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc. between 2016 and 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 and discretionary investment guidance, supported by multi-asset model portfolios and a structured approach to alternative investments, leveraging its large scale and integrated operational platform.

Jack Thornton is a Financial Consultant at Fidelity Investments, where he specializes in holistic, comprehensive financial planning for higher net worth individuals and families. He focuses on understanding his clients and their families to provide tailored financial strategies that support their long-term goals. Prior to his current role, Jack worked as a Financial Advisor at Equitable Advisors from 2018 to 2023. He holds insurance licenses in Arkansas and California, enabling him to offer a range of insurance solutions as part of his financial planning services. Outside of his professional work, Jack's personal interests include board games, family activities, music, parenthood, reading, and soccer.

Ethan Smith is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at the University of Arkansas and In-N-Out Burger. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional investors, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios across mutual funds, ETFs, and ETPs.

Brian Hamstra is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade from 2007 to 2022 before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he owns and operates two cigar-related businesses and breeds ball pythons. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management delivered via multi-asset model portfolios and integrates brokerage, custody, and advisory services.

Kaitlyn Handy is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, she spent five years in full-time education. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment solutions, combining centralized custody and order-routing with access to multi-asset model portfolios and alternative investments.

Drake Faulkner is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Comerica Bank and operated Brother Bear Moving LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.