Jasmin Velazquez is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked in various capacities within Fidelity, including roles at Fidelity Institutional and Fidelity Brokerage Services. 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 to manage portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI and systematic methodologies in its investment process.

Jack Keck is a financial advisor with Fidelity holding a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he held roles at several firms, including Revolut and Independent Bank. He has also worked in non-financial sectors such as home improvements and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, the use of AI and systematic methodologies in portfolio design, and its registration as a commodity pool operator.

John Lynch Jr. is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles at Wells Fargo and Charles Schwab since 2003. 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 relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios alongside alternative investment options vetted by Schwab’s research team.

Lauren Carter is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2018 and previously was with TD Ameritrade from 2011 to 2018. Carter is also the owner and CEO of The Carter Enterprise Group LLC. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers a comprehensive range of advisory, brokerage, custody, and cash-sweep services.

Carlos De La Rosa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Texas A&M University and Nike. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Phillip Meyer is a Chartered Financial Consultant (ChFC®) with 27 years of experience in the financial industry. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2019, following prior roles at Bank of America and Merrill Lynch. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client planning and decision-making.

Cedric Holland is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. over a period spanning 12 years. 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 separate managed accounts and offers centralized custody and integrated operational support.

Chad Markland is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work history includes positions at TD Ameritrade and Fidelity Investments. He is currently based in Westlake, TX. 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 advice and access to discretionary separately managed accounts, supported by a centralized and integrated operational structure.

Keegan Wood is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab, TD Ameritrade, and Fisher Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jack Benbow is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. He has worked with Charles Schwab since 2023 and also has prior involvement in sports-related community activities as a coach and event assistant for GolfTEC on the PGA Tour. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Marc Prda is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach uses modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lauren Wintermute is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at the University of North Texas, MetroCrest Services, and a congressional campaign. 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 to develop model portfolios. The firm also serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Eric Malmgren is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes a year at Edward Jones before joining Charles Schwab in 2018. He has worked across multiple Schwab-affiliated entities, including Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Arnat Abzhanov is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and three years of industry experience. His prior roles include positions at TD Ameritrade, self-employment, and Halyk Finance. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

Sayidomar Mohamed is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at various firms and organizations including Best Buy, RadiusAI, and Turbulent & Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a wide range of mutual funds, ETFs, and ETPs.

Chih Cheng is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018, following prior roles at Fort Worth Community Credit Union. Outside of his advisory work, he owns Tengoku Shop, a retail business. Charles Schwab 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 relationships with access to affiliated discretionary separately managed accounts and offers a centralized, integrated approach to custody, brokerage, and advisory services.

Connor Morris is a Financial Consultant at Fidelity Investments, where he works to build a warm and approachable experience for his clients. He helps guide clients through important financial decisions by simplifying the complexity of their financial lives and aligning plans with their goals. Connor focuses on building strong relationships and creating personalized strategies that aim to give clients confidence in their futures. Connor has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Associate, Workplace Planning Consultant I and II, and Investment Management Consultant I and II before becoming a Financial Consultant in 2024. He holds insurance licenses in Arkansas and California.

Antonio Rodriguez is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014 and has worked at Charles Schwab Bank since 2019. 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 management, leveraging multi-asset model portfolios and alternative investment options within a highly integrated operational structure.

Andrew Bayang is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to Schwab, he worked at TD Ameritrade for four years. Outside of his advisory role, he has worked as a driver for ride-sharing services Uber and Lyft. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through a combination of non-discretionary and discretionary investment approaches. The firm operates with an integrated structure that combines brokerage, custody, and advisory functions to support its clients.

Chase Mcpherson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has served in the Texas Army National Guard since 2013. His tenure at Fidelity includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 is noted for its management of fund-of-funds structures, use of AI and systematic methodologies, and regulatory registrations uncommon among large institutional peers.