Tony Brown is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in retirement planning, tax-efficient investing, and organizing clients' financial pictures alongside his Wealth Management team. Tony has extensive experience in financial services, having held several roles including Senior Financial Planning Manager at Ameriprise from 2020 to 2023, and multiple positions at TIAA from 2010 to 2020 such as Centralized Wealth Management Advisor and Client Relationship Consultant. Prior to that, he worked at Wells Fargo as a Personal Banker and Teller. He holds insurance licenses in Arkansas and California. Outside of his professional career, Tony enjoys baseball, football, running, singing, playing musical instruments, and spending time with his family.

Quentin Santo currently serves as an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has progressively advanced within the company, previously working as an Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2024 to 2025, and as a Customer Relationship Advocate from 2023 to 2024. In his role, Quentin partners with individuals and families to develop comprehensive retirement strategies tailored to their unique goals. He focuses on understanding clients' specific situations, challenges, and desires to provide clarity in making complex financial decisions across all stages of life. Quentin is dedicated to assisting clients and their families in creating a path toward financial well-being.

Rodelio Catahan is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including multi-manager funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Gary Barvick is a financial advisor with Fidelity, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, 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 manage a range of model portfolios and delegates day-to-day management to sub-advisers while maintaining oversight.

Charley Eubanks is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and SWS Financial Services. 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. Schwab offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jeremy House is a financial advisor with Edward Jones in Decatur, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Nowell is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at Fidelity Investments since 2000, including roles with Fidelity Personal and Workplace Advisors since 2018. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anthony Fink is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Apex Systems, Lockheed Martin, F&I Express, and Circle L Solar. Outside of finance, he is the CEO and President of Scratch Comedy Kitchen in Weatherford, Texas, and also works at Rexs Bar and Grill in Fort Worth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various mutual funds, ETFs, and ETPs.

Shawn George is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His career includes roles at various Schwab entities as well as Bank of America, Merrill, Fidelity Investments, Frost Bank, and Exeter Finance. 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 financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, written advice policies, and centralized operational infrastructure.

Colin Benson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013. Fidelity’s Strategic Advisers LLC 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 also serves as an advisor to multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Kimberly Osowsky is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at The Conference Exchange and spent ten years at Northwest ISD - Lakeview Elementary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alexander Wallington is a Series 66-licensed financial advisor with Fidelity, based in Westlake, TX, and has two years of industry experience. Prior to joining Fidelity, he held positions at The Container Store and the University of Texas. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory services to registered investment companies and intermediary platforms.

Matthew Kuehler is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade and various positions related to Texas A&M University and entrepreneurial ventures. 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, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. Schwab’s scale and integrated structure enable it to provide centralized custody, brokerage, and advisory services alongside a formal alternative investment platform.

Nicholas Wanzer is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Schwab, he worked at Publix and spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Kevin Mcminimy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Colonial National Mortgage and has held roles in education and various other sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Erik Aaker is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior experience includes more than two decades at TD Ameritrade and related entities. 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 advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and comprehensive investment due diligence.

Andrew Osborn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in the hospitality and service industries, including roles at Chili's Bar and Grill and Chuy's Tex Mex. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Mejia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Life Time Fitness as a membership concierge, assisting members and connecting them with trainers and instructors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Taylor Wood is a financial advisor with Charles Schwab and holds a Series 66 designation. He has four years of industry experience, including prior roles at Amino Transport and Genuent. Wood is based in Westlake, TX. 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 options supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Eric Jeffries is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles uncommon among large institutional peers.