Miguel Arreguin Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He has held roles at Cetera and American Airlines Federal Credit Union prior to joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Gregory Travitz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and 26 years of industry experience. His career includes long tenures at TD Waterhouse Investor Services and Ameritrade before joining Charles Schwab in 2021. 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 client relationships with access to affiliated discretionary SMAs, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Melissa Weeks Billeg is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade, Fidelity Investments, Capital One Investing, and First Command Financial Planning. 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Nikolas Pineider is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and Fidelity Brokerage Services LLC. In addition to his advisory work, he is an associate at Pineider, Ford & Associates PLLC, an accounting firm where he is involved in tax compliance, planning, and firm modernization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Sydney Varnado is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Varnado worked at Trellly Group and operated Syd V's Shop, a consumer products distribution business. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs.

Eric Nease is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, and Wells Fargo. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Michael Ngo is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked previously with Capital Group and American Funds. Ngo serves as a board member for the Hope Women Empowerment Organization and provides oversight and administrative support for a technology platform called WealthTip. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and over $256 billion in assets under management.

Taylor Lynch is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rachel Cethoute is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Her prior work history includes roles outside the financial sector, including positions at SnapCare and CareerStaff Unlimited. 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 a combination of fundamental research, quantitative analysis, and systematic methodologies.

Shannon Hill is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 26 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she is a managing member and general partner of Rolling Hill Solutions LLC, a consulting and trucking company operated by her spouse. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Faris is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Best Buy for six years before joining Fidelity in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund management, and delivers model portfolios to intermediary platforms.

Adaryl Davis is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, previously serving at TD Ameritrade from 2012 to 2024. 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 recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Dakota Soward is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Dakota worked at Rodd & Gunn, Tommy Bahama, Adidas, and Pei Wei in various roles. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Catherine Van Hoecke is an Executive Planning Consultant at Fidelity Investments. She focuses on helping executives work towards their lifetime financial goals through benefits review, equity compensation, and wealth planning. Catherine emphasizes simplicity and ease of implementation in her approach, leveraging Fidelity resources to support her clients effectively. She has been with Fidelity Investments since 2017, holding various roles including Benefits & Planning Consultant for Executive Services and Workplace Financial Consultant. Prior to Fidelity, Catherine worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds insurance licenses in Arkansas and California. Outside of her professional work, Catherine has interests in food, golf, scuba diving, tennis, traveling, and volunteering.

Skylar Andrus is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity in 2025, Skylar worked in various roles including technology staffing at Randstad Technologies and healthcare at AMN Healthcare. Outside of finance, Skylar provides cat sitting services as an independent contractor for Meowtel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Ryan Stepp is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and nine years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent six to seven years with TD Ameritrade entities. Prior to his financial career, he was involved with The Bedford Farmers Market for six 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Walter Burroughs is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has been associated with various branches of Fidelity since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across mutual funds, ETFs, and ETPs.

Brianne Moreno is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at PennyMace Loan Services and Credit Union of Texas. Outside of finance, she has experience with the Dallas Symphony Orchestra and in modeling. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Thomas Shannon is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. He is based in Westlake, TX. 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 a multi-asset investment approach supported by comprehensive research and alternative investment options.

Courtney Peters is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services, LLC, Resolute Wealth Partners, Watermark Adviser Solutions, and The Center for Heart Led Leadership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.