Michele Ewertz is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities, Robinhood Asset Management, and Fidelity Brokerage Services. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Steven Marshall is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various Fidelity divisions since 1996, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Way Sr. is a Series 66-licensed financial advisor at Edward Jones in Arlington, TX, with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lori Richards is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2018, progressing through various positions including Financial Associate, HSA Service & Planning, Fixed Income Specialist, Investment Solutions Representative II and III, and Financial Consultant 1. Her professional experience spans multiple areas of financial services, including fixed income, investment solutions, and health savings account planning. Lori holds insurance licenses in Arkansas and California. Outside of her professional work, Lori enjoys spending time at the beach, camping, and playing soccer. She is also a pet owner.

Andrew Meyer is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC and Fidelity Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program options.

Armando Iglesias is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Christopher Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. before returning to Charles Schwab. 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 models with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

Frank Reed is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Fidelity Investments and Legacy Wealth Management. Prior to his current role, he spent over a decade at STGB Restaurants. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Forrest Brown is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Prior to Schwab, he was employed at LPL Financial and also has experience at Varsity Bookstore and Texas Tech 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 services. The firm’s integrated model includes advisory, brokerage, custody, and cash-sweep services delivered through multi-asset model portfolios and access to alternative investments.

Tyler Dixon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual and multiple positions at Southern Methodist University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes formal governance and proxy-voting procedures in its advisory activities.

Eliseo Armijo Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Valet Living, Screen Tex, and McMahan's Flooring Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and adviser to multiple registered investment companies, utilizing systematic approaches and AI in its investment process.

Troy Frazier is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 16 years before joining Charles Schwab in 2022. 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 services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Emily Sorrells is a financial advisor at Charles Schwab with six years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Charles Schwab since 2023, following prior roles at TD Ameritrade, Uline, Sylvan Learning Center, and Corsicana ISD. 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, financial planning, and brokerage services within a large-scale, integrated operational structure.

Mikaela Walker is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She has been with Fidelity Investments since 2023 and has prior experience working with Fellowship Church, US Gold Gymnastics and Cheer Academy, and Varsity Tutors. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kristen Evans is a financial advisor with Charles Schwab holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Charles Schwab Premier Bank, and Wells Fargo, where she has been active since 2016. She is based in Westlake, Texas. Charles Schwab & Co., Inc. serves a broad 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 recommendations and access to discretionary separately managed accounts, supported by comprehensive investment research and integrated custody and brokerage services.

Nicolas Albertini is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has been in the industry since 2024, holding prior roles at The Ranger Group and several other firms. Fidelity’s 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 across mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Andrew Faletti is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at TD Ameritrade and has experience in the restaurant industry. 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 and discretionary investment solutions, supported by centralized custody and operational infrastructure.

Kimberly Smay is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2023 and has prior experience in diverse roles including positions at Gritr Sports and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies.

Alexander Berrey is a financial advisor at OSAIC with five years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC, he worked at firms including Eagle Strategies, New York Life, and Eighteen Financial Group. He is also involved in insurance brokering, operating under Three Pillars Wealth LLC to sell New York Life products and broker non-registered insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various managed account programs and alternative investments.