Michael Mcevers is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a 13-year tenure at 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 financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, providing multi-asset model portfolios and a centralized operational structure.

Kyle Smith is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFA® designation and Series 66 license. His previous roles include positions at TD Ameritrade, Inc., Scottrade Inc, and Scottrade. 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 blend of non-discretionary advisory guidance alongside access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jill Clifton is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Lace is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Republic Finance, Capital One Bank, and LSU Shreveport. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Nona Rosa is a CFP® professional with 29 years of industry experience, currently advising clients at Cetera in Dallas, TX. She has held roles at multiple Cetera entities since 2025 and previously worked with Avantax Advisory Services and 1st Global Capital Corp. Her background spans both advisory and investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Fernandez is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Fernandez is also the CEO of Fernandez Financial Planning, a support company unrelated to investment advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools, supporting implementation through various advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA employer consulting.

Kathleen Mccann is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Her prior roles include positions at HomeSpire Mortgage, Elite Financing, Mr. Cooper, and Biolife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Nicholas Esposito is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. He has been with Charles Schwab since 2020 and Charles Schwab Bank since 2022. Prior to his financial services career, his work history includes positions at Domino's Pizza, Hannaford Supermarkets, McDonald's, and Plymouth State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and alternative investment options. The firm's large scale and integrated structure provide a variety of advisory, brokerage, custody, and cash-sweep services to a broad client base.

Lane Larsen is a CFP® and Series 63 credentialed financial advisor with 28 years of industry experience. He is currently with Fidelity Investments and Fidelity Brokerage Services, Inc., where he has worked since 1997. Outside of his work in finance, Larsen is a self-published author of fiction novels. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Stacey Stover is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Boehm is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked for Primerica Advisors and held various other roles including driving for Uber. 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregory Stringfellow is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, he is involved in his family business, Beacon Beverage Imports, where he manages social media, and teaches a fall class at the University of Missouri preparing students for a trip to New York City. 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 discretionary separately managed accounts and provides centralized custody, brokerage, and cash-sweep services.

Bradley Castillo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at TD Ameritrade before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 a multi-asset model portfolio approach and centralized custodial and operational infrastructure.

Delania Mccarty is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. She has worked at Charles Schwab since 2018 and spent two years at TD Ameritrade prior to that. 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, utilizing multi-asset model portfolios and a comprehensive alternative investments program.

Steven Miller is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 12 years of industry experience. His prior work includes four years at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab in 2018. 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 separately managed accounts, offering multi-asset model portfolios supported by comprehensive in-house research and oversight.

Cody Kilpatrick is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Ameriprise and has previously worked at The Vanguard Group, Charles Schwab, and USAA in various investment and financial planning roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware strategies and dependable income sources.

Jason King is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. He has been with Charles Schwab since 2020, following prior work at Summit Partners, Inc. and various other roles. 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 combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and centralized operational support.

Gustavo Preza is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo from 2018 to 2022 and at Chipotle from 2015 to 2018. He has been with Charles Schwab since 2022 and also affiliated with Charles Schwab Bank since 2025. 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 guidance using multi-asset model portfolios and maintains an integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Noah Lewis is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has been with Fidelity Investments since 2022 and previously worked at Powerhouse Retail Services and Amazon. 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 algorithmic portfolio construction, and serves a variety of investment companies with oversight and delegated management.

Victoria Pierce is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.