Makayla Brewington is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Her career includes roles at Fidelity Investments and Verizon Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Caleb Harris is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes positions at Haven Property Group LLC and LendingClub Bank, as well as periods dedicated to 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. The firm combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios alongside centralized custody and order-routing systems.

Christopher Bozyk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2022. 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. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and AI-driven research.

John Newton is a Series 66–licensed financial advisor at LPL Financial with eight years of industry experience. He previously worked at Edward Jones for seven years and Schlumberger for twelve years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Ernest Jochim is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Charles Schwab since 2019. Prior to joining Schwab, he worked for Dallas ISD for 13 years. 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’s model combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and a centralized operational structure.

Christopher Veale is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Charles Schwab and its affiliated entities since 2003. Outside of his advisory work, he serves as a volunteer trustee for Meals on Wheels, a nonprofit charitable organization. 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 services supported by strategic asset allocation and due diligence on alternative investments.

Le Chester Williams is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2020, he worked at Amazon and has been involved in marketing roles at several companies, including Eventlink, where he serves as a product specialist representing automotive brands at events. He is also a board member of Opportunity Resource Services, a nonprofit organization. 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 both non-discretionary and discretionary investment options, integrating brokerage, custody, and advisory services within a large-scale, centralized structure.

Heath Abernathy is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining OSAIC in 2023, he worked for 14 years at SagePoint Financial, Inc. Abernathy also owns an insurance agency that provides life, disability, and long-term care insurance coverage. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and managed account solutions. The firm utilizes asset-allocation tools, automated rebalancing, and multiple third-party platforms to construct and manage portfolios across various asset classes.

Mikayla Martinets is a financial advisor with LPL Financial in Southlake, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Western International Securities and is also associated with WIS Advisors Inc. Outside of her advisory role, she is involved as a business owner with Amway in direct sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Eyssen Sal is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Wells Fargo. 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 managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and a formal alternative-investment onboarding process.

Michael Vasquez is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. He has worked at Charles Schwab since 2023 and also held roles outside the financial industry, including with the Rio Salado Sportsman's Club in 2023. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with alternative investment options and integrated custody and brokerage services.

Antione Willis is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and its advisory responsibilities to multiple registered investment companies.

Ryan Shukla is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked in various roles outside the financial industry, including positions with Championship Martial Arts and several retail companies. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Muraly Jayaram is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1995. Over his 30-year tenure, he has worked extensively with high net worth clients to develop, implement, and maintain financial plans tailored to their needs. His expertise includes customizing strategies that position investments for growth and income while helping clients maintain financial independence through personalized one-on-one relationships. Muraly holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests in cars, fitness, and social events with friends.

Catherine Leonardo is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios while maintaining oversight and governance across its advised funds.

Chad Barber is a Planning Consultant who works closely with clients to develop financial plans aimed at helping them achieve their life goals. He prioritizes understanding clients' objectives and needs by applying established financial principles with empathy. Chad has experience in various roles within Fidelity Investments, including Investment Solutions Representative from 2022 to 2026, High Net Worth Client Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This background has provided him with insights into client service and investment solutions. Further educational background, credentials, and personal interests have not been provided.

Frank Weiss is the Vice President, Wealth Planner at Fidelity Investments. In this role, he partners with clients to create comprehensive financial plans centered around their personal and family goals. He emphasizes a collaborative approach, continually evolving and adapting plans to reflect clients' current situations and future directions. He has been with Fidelity Investments since 2011, holding positions as Financial Consultant since 2024, Planning Consultant from 2018 to 2024, and Portfolio Advisory Service Relationship Manager from 2011 to 2018. Frank holds insurance licenses in Arkansas and California. Outside of his professional work, Frank enjoys outdoor activities such as camping, fishing, hiking, and other adventures, as well as reading.

Kathryn Starnes is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Before joining Fidelity, she worked in the hair and spa industry and in roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Colby Moore is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2009, including time at Charles Schwab Bank, SSB 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 guidance, utilizing multi-asset model portfolios and due diligence on alternative investments within a large-scale, integrated operational framework.

Jessica Rushing is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a brief tenure at Wells Fargo Bank, NA and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.