Walter Burroughs is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Ameriprise. Fidelity’s affiliate, 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 offers discretionary and non-discretionary advisory services and is noted for its use of AI-driven methodologies and its regulatory roles, including registration as a commodity pool operator.

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 who holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services, LLC, Resolute Wealth Partners, Watermark Adviser Solutions, and The Center for Heart Led Leadership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

Jeffrey Beck is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at The Vanguard Group, Personal Capital Advisors, E*TRADE Capital Management, and TD Ameritrade. 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Darrell Nichols is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Charles Schwab since 2017, following previous roles at TD Ameritrade and Asset Management Corporation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure provides centralized advisory, brokerage, custody, and cash management services to a large client base.

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 at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked across multiple Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, operating with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients including charitable funds and registered investment companies, and employs model portfolios constructed from a broad investable universe.

Silas Wade is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked in event management and the food service industry, including roles at NW Event Management Group and Jersey Mike's Subs. He also has experience with Portland Catering Company and Tarascio Financial Planning. 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 services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its in-house research and alternative investments platform.

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.

Kevin Reynolds is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked at Homecare Homebase for five years and held roles at Lyft and Uber. 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 SMAs, employing multi-asset model portfolios and a formal alternative-investment onboarding process.

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.

Grace Stinson is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and totaling six years of industry experience. She has worked at Charles Schwab since 2023 and previously at TD Ameritrade from 2020 to 2023. Before her financial services career, she held roles in academia and retail, including positions at Southern Methodist University and Anthropologie. Charles Schwab & Co., Inc. serves a broad client base, 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 strategies and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Phelan Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held various positions in the hospitality and service sectors. 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 deliver model portfolios and manage funds.

Jasmin Velazquez is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2016, including positions at Fidelity Institutional and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

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 with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Wells Fargo Clearing and Bank. 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 mix of non-discretionary and discretionary investment solutions using multi-asset model portfolios and provides centralized custody and operational support.

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.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.