Ryan O Connor is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Glen Ridge Country Club and spent several years 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within an integrated and large-scale operational platform.

Evan Woodruff is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held positions outside the financial services sector, including roles at Cavender's Boot City and Olla Town Hall. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique features such as CFTC registration and advisory roles across multiple registered investment companies.

Erika Hanson is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Her prior roles include positions at Cambria and working with Minnesota State University, Mankato. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as advisor to multiple registered investment companies and fund-of-funds.

Jase Keel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Charles Schwab Bank, Central Market, and Amazon, along with several years in full-time education. 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 both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and alternative investment due diligence within a highly integrated service structure.

Sean Morgan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Homewood Mortgage, LLC for six years and at BMW Motorcycles of North Dallas for eleven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Renee Parker is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 designation and two years of industry experience. Her prior work includes roles at American Airlines, Milestone Church, and Buffalo Wild Wings. 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 offers a mix of non-discretionary and discretionary investment guidance, employing multi-asset model portfolios and a centralized operational structure.

Armando Garcia is a Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as an Investment Consultant from 2015 to 2017 and as a Portfolio Specialist from 2013 to 2015, all with Fidelity Investments. His professional experience spans various areas within the financial sector, enabling him to build long-lasting relationships with clients by developing and implementing financial plans tailored to their goals. Armando holds an Arkansas Insurance License. Outside of his professional life, Armando enjoys biking, family activities, exploring food, football, hiking, and outdoor adventures.

Matthew Parnick is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has held roles at Fidelity Brokerage Services LLC since 2019, as well as previous positions at Stack Sports, ACTIVE Network, and Best Buy. Outside of his advisory work, he operates and maintains a website related to hobbies and collectibles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kevin Chasteen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Inc., Wells Fargo Advisors, and a brief tenure at Dewey Destin's Harborside Restaurant. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luke Bowen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes positions at Fidelity Investments, Keller Independent School District, Primerica, and Take 5 Car Wash. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

John Filgueres is a Series 66-licensed advisor with Fidelity in Westlake, TX. He has one year of industry experience, having joined Fidelity Investments in 2025. Prior to this, he worked in automotive sales and the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Matthew Roth is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at firms including Clear Capital and Northwestern Mutual. 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, offering multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.

Michael Bilby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Radwell International for six years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers specialized advisory roles less common among large institutional peers.

Cicely Jaubert is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including TD Ameritrade Investment Management, Morgan Stanley Private Bank, and Fidelity Brokerage Services. Outside of her advisory role, she is an author whose book was published by Dorrance Publishing in 2015. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment platform.

Richard Sullins is a Senior Financial Advisor specializing in wealth management strategies designed to help clients pursue their financial goals. He is part of Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies tailored to their long-term objectives. His expertise includes college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Richard holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the Texas A&M University System. Outside of his professional role, Richard enjoys adventure sports, fishing, football, horseback riding, hunting, scuba diving, and spending time with his family.

John Broderick is a CFP®-designated financial advisor with 29 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Mirasol Country Club 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 management solutions, supported by centralized custody and operational infrastructure.

Zachary Lindsey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and Allstate Insurance. Outside of advising, he appears in advertising for Doggy Doggz Pet Waste Removal, a waste management business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated structure and scale support a variety of advisory and brokerage services delivered through multi-asset model portfolios and alternative investment options.

Thomas Siewert is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. His work history includes roles at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Zachary Hoekstra is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Northwestern Mutual and various other companies before joining Charles Schwab. 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 managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Paxton Porras is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and five years of industry experience. He previously worked at TD Ameritrade for three years and held a position at the University of Texas at Arlington for two 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and due diligence.