Donald Rivers is a financial advisor at Charles Schwab in Westlake, TX, with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at several mortgage services firms and home loan companies. 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 separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Kelly Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Webb has worked with Raymond James since 2010 and also owns KNL Investments. Outside of finance, he has been a sports official since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports advisory programs alongside institutional consulting and portfolio management.

Alejandro Ortiz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at ITW for 12 years before joining Fidelity, where he has been employed since 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolios. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, with a noted role in utilizing AI and systematic methodologies.

Diane Giza is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 1997 and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Marie Gonzalez is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC since 2020 and previous positions at various firms and educational institutions. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Du Chein Fox is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Fox worked at TD Ameritrade and has concurrent retail experience with Best Buy. Outside of finance, Fox is the CEO and owner of Fox Den Studios Ltd., an audio/visual production company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts with integrated brokerage and custody services.

Misty Soriano is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, following tenure at TD Ameritrade and ongoing involvement with AdvoCare. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Jonathan Hertneky is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior work includes positions at Charles Schwab & Co., USAA Investment Services, and service with the United States Air Force Reserve Command since 2018. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios and fund advisory services.

Garrett Moss is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2012, progressing through various positions including Investment Solutions Representative, Fixed Income Specialist, and Investment Management Consultant at multiple levels before becoming a Financial Consultant. His experience encompasses wealth planning and investment management, where he collaborates with clients to develop plans aligned with their investment preferences and long-term objectives. Garrett holds insurance licenses in Arkansas and California. Outside of his professional work, Garrett's interests include attending concerts, watching football, socializing with friends, enjoying movies and music, and traveling.

Veronica Boxley is a Financial Consultant currently working at Fidelity Investments since 2021. She partners with individuals and families to develop plans that help them feel confident in their investing and better prepared to handle changes in the markets and their financial lives. Her professional experience includes roles as a Financial Consultant at TD Ameritrade from 2014 to 2020 and as a Senior Relationship Manager at GMAC Mortgage from 2009 to 2014. Veronica holds insurance licenses in Arkansas and California.

Keith Kadesky is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at Goldman Sachs and Legends, as well as various positions outside of finance such as photography and education. Charles Schwab & Co., Inc. serves primarily 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 relationships with access to affiliated discretionary SMA portfolios and offers centralized custody and operational support.

Andrew Eure is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has been with Edward Jones in Grapevine, TX since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Morgridge is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Darden Wealth Group, Charles Schwab, and Edward Jones, alongside various educational engagements. Strategic Advisers LLC, a Fidelity Investments company, offers 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 algorithmic portfolio construction, serving a broad client base with systematic investment methodologies.

Abril Toy is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2019. Prior to her financial services career, Abril worked briefly in education and retail, and was involved with The Salvation Army Denver Red Shield. 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 options, supported by multi-asset model portfolios and a formal alternative investment process.

Kerion Cooper is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at TD Ameritrade Inc and Charles Schwab Bank, SSB. He also serves as an instructor at Devry University's Keller School of Business Management. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research.

Leslie Parker is a financial advisor at Fidelity with four years of industry experience. Parker holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior roles include positions at Texas Christian University and Southeastern Oklahoma State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary fundamental research combined with quantitative analysis.

Robert Munday is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked as a licensed real estate agent at The Real Estate Ranch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement with registered investment companies and its use of systematic methodologies and AI-driven research.

Claire Young is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles outside the financial sector, such as positions at Banana Republic and involvement with Sol Sunless Tanning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm integrates proprietary research with quantitative analysis and uses algorithmic portfolio construction to manage diversified model portfolios.

Alycea Vitela is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles in education and self-employment prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

James Gates is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles in healthcare and education prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles with registered investment companies and use of advanced methodologies such as AI in its investment process.