Skylar Andrus is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity in 2025, Skylar worked in various roles including technology staffing at Randstad Technologies and healthcare at AMN Healthcare. Outside of finance, Skylar provides cat sitting services as an independent contractor for Meowtel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Ryan Stepp is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and nine years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent six to seven years with TD Ameritrade entities. Prior to his financial career, he was involved with The Bedford Farmers Market for six years. 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Walter Burroughs is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has been associated with various branches of Fidelity since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across mutual funds, ETFs, and ETPs.

Brianne Moreno is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at PennyMace Loan Services and Credit Union of Texas. Outside of finance, she has experience with the Dallas Symphony Orchestra and in modeling. Fidelity's affiliate, 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 to manage a broad range of investment products.

Thomas Shannon is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. He 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by comprehensive research and alternative investment options.

Courtney Peters is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Resolute Wealth Partners and Watermark Adviser Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Jeffrey Beck is a CFP®-designated financial advisor at Charles Schwab with 12 years of industry experience. His prior roles include positions at The Vanguard Group, Personal Capital Advisors, E*TRADE, and TD Ameritrade. He 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 accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a variety of investment guidance tools and operational capabilities.

Darrell Nichols is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. He worked at TD Ameritrade for one year before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves primarily 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 advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Eric Schein is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Transamerica and academic work at the University of Texas. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Christopher Rone is a financial advisor with Fidelity Investments, holding a Series 66 designation and nine years of industry experience. He has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to diverse clients such as retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a wide range of mutual funds, ETFs, and ETPs.

Dylan Cavanaugh is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017. Prior to his current role, he was associated with Victory Briefs Institute and has experience in real estate and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and systematic portfolio construction, and is noted for its advisory role to registered investment companies and its use of algorithmic methods and AI in research.

Corbin Treibs is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes service in the United States Army Reserves and roles within academic library environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and algorithmic approach to portfolio construction across mutual funds, ETFs, and ETPs.

Trent Nelson is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked with Sagepoint Financial Inc for 13 years prior to joining multiple Cetera entities in 2025. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with over $256 billion in assets under management.

Alejandro Meza is a financial advisor with Merrill in Carrollton, TX. He holds a Series 66 designation and has over 21 years of industry experience, primarily with Bank of America, N.A. He joined Merrill in 2025 and continues to work within the broader Bank of America corporate structure. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kevin Reynolds is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to joining Schwab, he held positions at Homecare Homebase, Lyft, Uber, and New Life Behavior International. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab’s investment center.

Courtney Small is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 license and six years of industry experience. Prior to joining Schwab, Small worked at Edward Jones and had roles in promotional and business solutions companies. 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 both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Gilbert De Cardenas is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Fisher Investments and holds a background including education at the University of Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Abe Nayfa is a financial advisor with Edward Jones in Denton, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved as an investor and owner in several hospitality and recreational businesses, including bars and a ranch in Texas. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Grace Stinson is a financial advisor at Charles Schwab with six years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Charles Schwab, TD Ameritrade, and in academic roles at Southern Methodist University and the University of North Texas. Charles Schwab 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized operational support.

Phelan Schwartz is a financial advisor at Fidelity Investments with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in various roles across hospitality and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.