Ryan Pate is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at several financial firms such as TIAA-CREF, TD Ameritrade, and The Beneficient Company Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Aiden Valdez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and telecommunications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Mitchell Ulibarri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual, Albany Door, Johnson Equipment Company, and Merit Advisors LLC. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Emily Hall is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Fidelity Investments, Texas A&M University, Joseph Lang Lasalle (JLL), and Whole Earth Provisions Company. From 2016 to 2018, she participated in Rotary Exchange's extended travel program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Lusine Allen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2021 and previously held roles at United Language Group and Central Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Peter Virgilio is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Fidelity Investments, and Altruist Financial LLC. Outside of finance, he performs in a local band called Crash Cult, which plays local shows and has music available on streaming platforms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 access to alternative investments through a centralized, integrated platform.

Jeff Major is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has accumulated extensive experience within the company, holding various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Relationship Manager, among others since 2006. Jeff specializes in partnering with clients to navigate their financial planning through a personalized approach that aims to thoroughly understand their individual financial situations. His professional journey at Fidelity Investments spans over a decade, reflecting a deep commitment to client financial education and empowerment. Jeff holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. Outside of his professional responsibilities, Jeff engages in activities such as camping, family activities, fitness, hiking, outdoor adventures, and volunteering.

Jacob Brawner is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023, with prior experience at BTC and Epic Supply. 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 options, leveraging multi-asset model portfolios and providing integrated brokerage, custody, and advisory services.

Violet Sabino is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nicholas Bremer is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Fidelity Investments and Blink Fitness, as well as concurrent work at the University of North Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, distinguishing itself with registrations and advisory roles less common among large institutional peers.

Katherine Nash is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She joined Fidelity in 2019, initially serving as a Workplace Planning Consultant, then as a Portfolio Specialist before advancing to her current role. Prior to her tenure at Fidelity, Katherine worked as a Financial Advisor at Edward Jones from 2017 to 2019. Katherine holds insurance licenses in Arkansas and California. She is dedicated to providing a supportive environment where clients can develop financial plans that support growth across generations. Her approach emphasizes understanding clients as individuals to help them achieve financial success and confidence in their future and legacy. Outside of her professional work, Katherine enjoys board games, puzzles, reading, traveling, and volunteering. She also values spending time with friends and participating in social events.

Victor Price is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing from Investment Consultant to Financial Consultant, and currently serves in his Vice President role since 2021. Victor works with clients to address their unique financial goals through a consultative planning process, aiming to provide responsive and relevant guidance tailored to their needs. His experience spans various aspects of financial consulting within the highly regulated financial services industry. Victor holds an Arkansas Insurance License, supporting his ability to advise clients on insurance-related matters. Victor emphasizes understanding the story behind the numbers to help clients achieve peace of mind. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.

Rodney Hall is a CFP®-certified financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

Carrie Stevenson is a CFP®-designated financial advisor with 12 years of industry experience. She is currently with Charles Schwab, where she has worked since 2019, following prior roles at JPMorgan Securities LLC and Bank of America. Outside of her advisory work, she is a member and owner of Sakal Enterprise LLC, a real estate company. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and multi-asset investment models.

Nina Hollowell is a financial advisor at Fidelity with 30 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Fidelity Investments since 2010. 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 proprietary research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jigar Parikh is a financial advisor at Charles Schwab with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2020. Prior to that, he was employed at USAA financial planning and investment management companies from 2012 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related services. The firm offers a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and a centralized operational structure that supports a broad range of advisory and brokerage services.

Peibo Li is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Li worked at United Capital Financial Advisors and Goldman Sachs. He has a background in full-time education spanning several years before entering the financial services industry. Charles Schwab & Co., Inc. serves a large client base of 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 services with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Trammell is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he collaborates with clients to develop financial plans that align with their values and work towards achieving their lifetime goals. Kyle holds insurance licenses in Arkansas and California, enabling him to provide informed guidance in these areas. Outside of his professional responsibilities, Kyle enjoys activities such as exploring different cuisines, following football, participating in social events with friends, playing golf, and spending time with his pets.

Ian Moravek is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2011 to 2020. Charles Schwab serves a large client base primarily consisting of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Nicklaus Conn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.