Harrison Cancino is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he served in the U.S. Navy from 2018 to 2022. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Benjamin Goscha is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and nine years of industry experience. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. from 2017 to 2024, and has experience outside finance including a role at Jimmy Johns. 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, employing multi-asset model portfolios and a centralized operational structure that supports its extensive client coverage.

Brett Erving is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at TD Ameritrade, Tata Consultancy Services, Advancial Federal Credit Union, SelectQuote, and TIAA-CREF. Brett is based in Westlake, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Matthew Dieb is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, he spent several years in full-time education. 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, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts.

William Jones is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Investments since 2022 and 2025, respectively. Outside of his advisory role, he has been a partner at Sebastian Ventures, LLC, where he identifies and manages real estate investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Aditi Singla is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022, with prior experience at HGI and DFW Staffing. Outside of her advisory role, she is the owner and director of Ingenious Management Inc, a jewelry sales business based in Texas. Fidelity’s Strategic Advisers division provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios built from mutual funds, ETFs, and ETPs.

Heather Carlson is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following a 12-year tenure at TDAmeritrade Inc. 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, combining multi-asset model portfolios with access to alternative investments and a centralized operational structure.

Ekua Anyanful is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Her prior experience includes roles at EDI Investment Advisor Corporation, WWK Wealth Advisors, Citigroup Global Markets, Citicorp Investment Services, and Chase Investment Services Corp. She holds an insurance license and offers life, health, disability, and long-term care insurance through her DBA, EA Wealth Management, where she serves as CEO. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Reagan Tucker is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has held prior positions at First Command Financial, TD Ameritrade, and Scottrade. 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, using multi-asset model portfolios and a centralized operational structure.

Deonte Vanhook is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Bank of America N.A. and Merrill for ten years. Outside of his advisory role, he also works as a part-time driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory.

Andrew Rubinson is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Aeroblaze Laboratories, Fort Worth City Church, and XTO Energy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

David Shaver is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2010 with a brief tenure at PNC Managed Account Solutions from 2013 to 2016. Outside of his advisory role, he is active in his community as a worship pastor and music leader at local churches and is a part-time musician through his own enterprise. 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 employs a large network of advisors and uses research-driven investment evaluations, offering both brokerage and advisory solutions.

Tyler Tredway is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. He also owns TJ Tredway, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Monica Dove is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2010 and has been self-employed since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jordan Beck is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services LLC. 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 combines non-discretionary advisory models with discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Joshua Rojas is a financial advisor at Charles Schwab with a Series 66 designation and nine years of prior experience at Bellco Credit Union. He has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base of mainly 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 research from Schwab Center for Financial Research.

Janet Schoenberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Raymond James & Associates, and Comerica Securities. Outside of finance, she is involved as a horseback riding instructor at Eagle Mountain Lake Equestrian Center. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Christian Arechiga is a Financial Consultant at Fidelity Investments, a position held since 2010. With over 15 years of experience as a financial advisor, Christian focuses on helping clients nationwide develop thoughtful and sustainable financial plans tailored to their individual stories, values, and goals. Christian aims to provide clarity and support for long-term financial well-being. Christian holds insurance licenses in Arkansas and California. Outside of professional work, Christian is based in Texas and balances career with family life as a wife and mother to twin young adult daughters. Personal interests include baseball, fitness, golf, movies, and traveling.

Cullen Green is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with J.P. Morgan Securities since 2011 and has also worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Andrew Goucher is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.