James Smith is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A and has experience with Southwestern Baptist Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Jared Johnson is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at OneMain Financial, AutoNation, CarMax, Nationwide, Amazon Pharmacy, and SkyVenture New Hampshire. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and brokerage services.

Ramiro Cazares is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, CITT Services LLC, and Maverick Activities Center. 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 and access to discretionary SMAs, supported by a multi-asset model portfolio approach and centralized custody and order-routing arrangements.

Garrett Fender is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and in various roles outside the financial sector, including at Brigham Young University Dining Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jamie Beck is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2012 in various roles including Investment Consultant, Senior Relationship Manager, and Relationship Manager. In their current position, Jamie partners with clients to develop and maintain comprehensive financial plans aimed at enabling clients to enjoy their lives more fully. Throughout their career at Fidelity Investments, Jamie has gained extensive experience in financial planning and investment consulting. They focus on understanding clients' needs and desires to create tailored financial plans and provide transparent guidance through the complexities of financial planning. Jamie holds a California Insurance License. Outside of their professional work, Jamie is an instrumentalist with an interest in music.

Yazan Abu Hijleh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity and Carter Mackenzie International, as well as time affiliated with Curb Records and Bybee College Prep. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction across a range of funds and model portfolios.

Marshall Felker III is a financial advisor with Ameriprise in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Felker is involved in multiple business activities, including consulting, leadership, and practice management through several investment-related entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Mcevers is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a 13-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, providing multi-asset model portfolios and a centralized operational structure.

Kyle Smith is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFA® designation and Series 66 license. His previous roles include positions at TD Ameritrade, Inc., Scottrade Inc, and Scottrade. 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 a blend of non-discretionary advisory guidance alongside access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jill Clifton is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Lace is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Republic Finance, Capital One Bank, and LSU Shreveport. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jason Fernandez is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wealth Partners Alliance. Fernandez is also CEO of Fernandez Financial Planning, an advisory business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers non-discretionary, tailored advisory services and maintains a notable presence in municipal and public finance through affiliations with Raymond James’ Public Financing department.

Kathleen Mccann is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Her prior roles include positions at HomeSpire Mortgage, Elite Financing, Mr. Cooper, and Biolife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Nicholas Esposito is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. He has been with Charles Schwab since 2020 and Charles Schwab Bank since 2022. Prior to his financial services career, his work history includes positions at Domino's Pizza, Hannaford Supermarkets, McDonald's, and Plymouth State University. 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 management using multi-asset model portfolios and alternative investment options. The firm's large scale and integrated structure provide a variety of advisory, brokerage, custody, and cash-sweep services to a broad client base.

Lane Larsen is a CFP® and Series 63 credentialed financial advisor with 28 years of industry experience. He is currently with Fidelity Investments and Fidelity Brokerage Services, Inc., where he has worked since 1997. Outside of his work in finance, Larsen is a self-published author of fiction novels. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Stacey Stover is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Boehm is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked for Primerica Advisors and held various other roles including driving for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregory Stringfellow is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, he is involved in his family business, Beacon Beverage Imports, where he manages social media, and teaches a fall class at the University of Missouri preparing students for a trip to New York City. 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 provides centralized custody, brokerage, and cash-sweep services.

Bradley Castillo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at TD Ameritrade before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custodial and operational infrastructure.

Delania Mccarty is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. She previously worked at TD Ameritrade from 2016 to 2018 before joining Charles Schwab in 2018. 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 and discretionary investment management options, leveraging multi-asset model portfolios and alternative investment programs, supported by a centralized operational structure.