Chad Barber is a Planning Consultant who works closely with clients to develop financial plans aimed at helping them achieve their life goals. He prioritizes understanding clients' objectives and needs by applying established financial principles with empathy. Chad has experience in various roles within Fidelity Investments, including Investment Solutions Representative from 2022 to 2026, High Net Worth Client Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This background has provided him with insights into client service and investment solutions. Further educational background, credentials, and personal interests have not been provided.

Frank Weiss is the Vice President, Wealth Planner at Fidelity Investments. In this role, he partners with clients to create comprehensive financial plans centered around their personal and family goals. He emphasizes a collaborative approach, continually evolving and adapting plans to reflect clients' current situations and future directions. He has been with Fidelity Investments since 2011, holding positions as Financial Consultant since 2024, Planning Consultant from 2018 to 2024, and Portfolio Advisory Service Relationship Manager from 2011 to 2018. Frank holds insurance licenses in Arkansas and California. Outside of his professional work, Frank enjoys outdoor activities such as camping, fishing, hiking, and other adventures, as well as reading.

Kathryn Starnes is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Before joining Fidelity, she worked in the hair and spa industry and in roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Colby Moore is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2009, including time at Charles Schwab Bank, SSB since 2018. 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 guidance, utilizing multi-asset model portfolios and due diligence on alternative investments within a large-scale, integrated operational framework.

Jessica Rushing is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a brief tenure at Wells Fargo Bank, NA and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Ewing is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he coaches competitive youth soccer for the Dallas Texans Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Nicholas Williams is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

William Thomson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Doordash, Fuzzy's Tacos, U.S. Aviation Academy, Uber, and service in the United States Air Force. 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 adviser to multiple registered investment companies and fund-of-funds.

Quinn Moser is a CFP® with eight years of industry experience, currently affiliated with Osaic. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Hilltop Securities Independent Network, Aim Bank, and Lowe’s Home Improvement. He is a partner and family wealth advisor at Preservation Financial Wealth Management and volunteers on the finance committee of Countryside Bible Church. Osaic serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct customized portfolios.

John Bradley Jr is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. His prior roles include positions at TD Ameritrade, TD Waterhouse Capital Markets, and National Investor Services. He serves as a trustee on the board of the NAPFA Consumer Education Foundation. 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 services with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research and due diligence.

Cynthia Mc Intosh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at TD Ameritrade and Charles Schwab Bank. Outside of her financial career, she has owned Skullsoap Natural Bath LLC since 2010. 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 combines non-discretionary advisory with access to affiliated discretionary strategies and offers integrated custody and brokerage solutions.

Dennis Makus is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with Charles Schwab Bank and Charles Schwab since 2022, and previously was at TD Ameritrade and CMMS. 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 multi-asset model portfolios and alternative investment due diligence.

Brock Hayward is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Domino's and Walmart, along with over a decade in full-time education. 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 mix of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and centralized custody and supervisory structures.

Matthew Smith is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight controls designed to manage conflicts of interest.

Derrick Gipson is a PWM, Investment Management Consultant at Fidelity Investments. In his current role, he collaborates with clients and their Wealth Management Advisors to develop, implement, and monitor investment strategies tailored to long-term investment goals. Derrick has been with Fidelity Investments since 2011, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, and Portfolio Specialist prior to his current role. This progression reflects his extensive experience within the investment management field. No additional information regarding Derrick's education, credentials, personal interests, or community involvement was provided.

Thomas Palmersheim is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to joining Ameriprise, he was a self-employed consultant and worked at Amadeus IT Group. Outside of his advisory role, he provides phone consultations on travel and technology. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Mike Guthals is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop tailored financial plans that address their unique goals and needs, providing guidance and goal-based strategies aligned with individual situations. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant, Investment Consultant, and currently Financial Consultant. His professional experience spans financial consulting and workplace planning. Mike holds insurance licenses in Arkansas and California. Outside of work, he enjoys biking, board games, family activities, puzzles, reading, and soccer.

Michael Copeland is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2010 and at Charles Schwab Bank SSB since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services 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 discretionary separately managed accounts and delivers investment guidance through multi-asset model portfolios and alternative investment options.

Brittney Hopkins is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including USAA Financial Advisors Inc and Charles Schwab Corporation. Hopkins has been with Fidelity in various capacities since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of clients through discretionary portfolio management, fund advisory, and model portfolio delivery while applying oversight controls and utilizing advanced methodologies including AI.

Isaac Busshaus is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Before joining Fidelity, he worked at Guadalupe Bank and held various roles at Walmart and Harbor Freight. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets and oversees multiple registered investment companies and fund-of-funds.