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.

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.

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.

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.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

Drew Duncan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and one year of industry experience. He has been affiliated with Wells Fargo entities since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Copeland co-owns a mineral rights lease under her primary residence in Arlington, Texas, from which she receives royalties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.