William Bass is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Denitech Corporation. He is affiliated 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, and it serves a distinctive role in fund advisory and model portfolio delivery within the industry.

Layla Adams is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has a background in wealth management and financial analysis, with prior experience as a Wealth Advisor at Citigroup Global Markets Inc. from 2021 to 2023 and as a Portfolio Analyst at True North Advisors between 2020 and 2021. Her career also includes positions in trading and client service roles within the financial sector. Ms. Adams holds a California Insurance License, enabling her to provide insurance-related financial advice. She began her career in the financial industry in 2016 as a Bank Teller at Fort Worth Community Credit Union and has since built experience across various facets of finance. Outside of her professional work, Layla engages in activities such as comedy, reading, and running.

Daniel Bryant is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and held roles at The University of Texas and TG Online LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

John Crawford is a financial advisor at LPL Financial based in Denton, Texas, holding a Series 66 designation with two years of industry experience. His prior roles include positions at DATCU Credit Union and Walter's Wedding Estates, alongside ongoing full-time education at the University of North Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by diverse portfolio management options and research.

Thomas Kroehle Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Securities America and Kestra Financial Services. He is actively involved in nonprofit work focused on special needs families, serving as president and owner of a nonprofit that provides social benefit application support and educational workshops, as well as consulting and developing electronic training resources for this community. He is also a driving instructor for the Porsche Club of America. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts.

Andrew Haag is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade for 16 years before joining Schwab. Outside of his advisory role, he is involved in music as a vocalist and rhythm guitarist in a band and engages in research and development with Treasure Tank Productions LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Jordan Francis is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Dallas Behavioral Healthcare. Outside of advising, he is the owner of Jordan Ashton Properties LLC, a real estate business. 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 manage discretionary and non-discretionary portfolios.

Kenneth Harris Jr. is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab & Co., Inc. since 2016, including his current role at Charles Schwab Trust Bank. 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 solutions supported by centralized custody and operational resources.

Gregory Travitz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and 26 years of industry experience. His career includes long tenures at TD Waterhouse Investor Services and Ameritrade before joining Charles Schwab in 2021. 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 client relationships with access to affiliated discretionary SMAs, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jeremy Heimbigner is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. He specializes in assisting high-level professionals in developing comprehensive wealth plans tailored to their unique goals. Jeremy has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2014, including Benefits & Planning Consultant, Executive Services; Retirement Solutions Representative; Investment Solutions Representative; Retirement Representative; and Financial Representative. Prior to joining Fidelity, he worked as an Associate Financial Planner at Cetera Advisor Networks LLC from 2011 to 2014 and completed an internship at Morgan Stanley Smith Barney from 2009 to 2010. He holds a California Insurance License.

Melissa Weeks Billeg is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade, Fidelity Investments, Capital One Investing, and First Command Financial Planning. 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Nikolas Pineider is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and Fidelity Brokerage Services LLC. In addition to his advisory work, he is an associate at Pineider, Ford & Associates PLLC, an accounting firm where he is involved in tax compliance, planning, and firm modernization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Sydney Varnado is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Varnado worked at TreLLy Group and has experience managing a consumer products business as an independent contractor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Eric Nease is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, and Wells Fargo. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Michael Ngo is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked previously with Capital Group and American Funds. Ngo serves as a board member for the Hope Women Empowerment Organization and provides oversight and administrative support for a technology platform called WealthTip. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and over $256 billion in assets under management.

Taylor Lynch is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lauren Faris is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Best Buy for six years before joining Fidelity in 2022. 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 offers discretionary and non-discretionary advisory services, fund management, and delivers model portfolios to intermediary platforms.

Adaryl Davis is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade from 2012 to 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 advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Dakota Soward is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Rodd & Gunn, Tommy Bahama, Adidas, and Pei Wei. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic methods in portfolio construction.

Catherine Van Hoecke is an Executive Planning Consultant at Fidelity Investments. She focuses on helping executives work towards their lifetime financial goals through benefits review, equity compensation, and wealth planning. Catherine emphasizes simplicity and ease of implementation in her approach, leveraging Fidelity resources to support her clients effectively. She has been with Fidelity Investments since 2017, holding various roles including Benefits & Planning Consultant for Executive Services and Workplace Financial Consultant. Prior to Fidelity, Catherine worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds insurance licenses in Arkansas and California. Outside of her professional work, Catherine has interests in food, golf, scuba diving, tennis, traveling, and volunteering.