Na Lian is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Charles Schwab in 2022, Na worked at Heng Feng Tai Shi Capital Management Co., Ltd. from 2014 to 2017. 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 a centralized operational structure.

Christopher Chakkalapadavil is a financial advisor with Charles Schwab & Co., Inc. and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has worked at several firms including Cetera Investment Services, Citizens Securities, Truist Advisory Services, and SunTrust Investment Services. Outside of his advisory role, he works as a delivery driver for DoorDash and as a driver for Uber and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of wrap fee advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments through a centralized and integrated operational structure.

Glenn Durr is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank, SSB since 2007 and 2022, respectively. He is based in Westlake, Texas. Charles Schwab & Co., Inc. 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 investment services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and alternative investment capabilities.

David Pool is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in various roles including at Edward Jones and as an independent contractor providing football analytics for Pro Football Focus. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.

Stacy Kile is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Fidelity. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Hodgson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at North Texas Orthopedics and North Tarrant Family Practice before joining Charles Schwab. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Quinton Edwards is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and MRC Global. 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 affiliated discretionary SMAs and provides centralized supervisory, custody, and order-routing services.

Brent Shields is a CFP®-certified financial advisor with 18 years of industry experience, currently with Charles Schwab. He has previously worked at Fidelity Investments and TD Ameritrade. 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Josephine Elliott is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Schwab, she worked in various roles including a position at Orange Theory Fitness. 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, combining both non-discretionary and discretionary investment options within a centralized operational structure.

Matthew Ullrich is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022, following an eight-year tenure at TD Ameritrade. Prior to his financial services career, he worked at AMC Theatres for one year. Charles Schwab 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, combining multi-asset model portfolios with centralized custody and operational support.

Jeffrey Swearingen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. His work history includes previous roles at Cetera Advisors LLC, Cambridge Investment Research Advisors, and Edward Jones. Outside of his advisory work, he is involved as a business owner in a non-investment related venture called Delivering Liberty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by technology tools and a broad platform that includes advisory and non-advisory financial services.

Jamie Ford Saalfeld is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America and Merrill. Outside of advising, he serves as president of Idaho Contractors, a real estate business based in Hayden, Idaho. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Frederick Ghorbani is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. since 2016. 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 offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

Tanner Annis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at H2E Incorporated and Huther & Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

Harold Duncan is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Charles Schwab in 2020, he worked at USAA Financial Planning Services and USAA Investment Management Company. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Spencer Perley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at American Airlines, United Airlines, and several other companies. 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 across various investment vehicles.

Kali Casas is an Investment Solutions Representative III at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at achieving both short-term and long-term goals. She is focused on creating tailored strategies that help clients feel confident in their financial journeys and emphasizes building strong client relationships. Kali has progressively advanced within Fidelity Investments since 2022, starting as a Customer Relationship Advocate before moving through successive roles as Investment Solutions Representative I and II. This experience has equipped her with a deep understanding of investment solutions and client service within the financial industry. Outside of her professional role, Kali has interests in art, fitness, horseback riding, outdoor adventures, theater, and traveling.

Nicholas Giorgio is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Eboni Green is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist Financial and Asurion. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jesse Davis is Vice President and Wealth Planner at Fidelity Investments. He has held this position since 2018, following roles as Vice President, Financial Consultant (2011-2018), Retirement Relationship Manager (2008-2011), and Retirement Solutions Representative (2006-2008) at Fidelity Investments. With twenty years of planning experience, Jesse works with individuals and families to clarify their financial goals and build plans aligned with those objectives. His expertise includes retirement planning, family gifting, and charitable impact strategies. Jesse holds insurance licenses in Arkansas and California. Outside of his professional role, Jesse enjoys spending time at the beach, engaging with cars, cooking and baking, participating in family activities, and volunteering. He values parenthood and community involvement.