Garrett Fender is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and in various roles outside the financial sector, including at Brigham Young University Dining Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Jamie Beck is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2012 in various roles including Investment Consultant, Senior Relationship Manager, and Relationship Manager. In their current position, Jamie partners with clients to develop and maintain comprehensive financial plans aimed at enabling clients to enjoy their lives more fully. Throughout their career at Fidelity Investments, Jamie has gained extensive experience in financial planning and investment consulting. They focus on understanding clients' needs and desires to create tailored financial plans and provide transparent guidance through the complexities of financial planning. Jamie holds a California Insurance License. Outside of their professional work, Jamie is an instrumentalist with an interest in music.

Yazan Abu Hijleh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity and Carter Mackenzie International, as well as time affiliated with Curb Records and Bybee College Prep. 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 and algorithmic portfolio construction across a range of funds and model portfolios.

Marshall Felker III is a financial advisor with Ameriprise in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its related entities since 2005. Felker is involved in multiple business activities, including consulting, leadership, and practice management through several investment-related entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Mcevers is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a 13-year tenure at 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 financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, providing multi-asset model portfolios and a centralized operational structure.

Kyle Smith is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFA® designation and Series 66 license. His previous roles include positions at TD Ameritrade, Inc., Scottrade Inc, and Scottrade. 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 blend of non-discretionary advisory guidance alongside access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jill Clifton is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Lace is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Republic Finance and Capital One Bank prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Nona Rosa is a CFP® professional with 29 years of industry experience, currently advising clients at Cetera in Dallas, TX. She has held roles at multiple Cetera entities since 2025 and previously worked with Avantax Advisory Services and 1st Global Capital Corp. Her background spans both advisory and investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Fernandez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Wells Fargo Clearing and Citigroup Global Markets. He is the owner and CEO of Fernandez Financial Planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes non-discretionary planning and uses analytical tools to tailor recommendations to client goals.

Kathleen Mccann is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Her prior work includes roles in mortgage financing and healthcare sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Nicholas Esposito is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes roles at Charles Schwab and Charles Schwab Bank, SSB, as well as previous employment outside the financial industry. 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 and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Lane Larsen is a CFP® and Series 63 credentialed financial advisor with 28 years of industry experience. He is currently with Fidelity Investments and Fidelity Brokerage Services, Inc., where he has worked since 1997. Outside of his work in finance, Larsen is a self-published author of fiction novels. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Stacey Stover is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Boehm is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include working at Primerica Advisors and as a rideshare driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Gregory Stringfellow is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Schwab, he worked at JPMorgan Chase Bank and JPMorgan Securities for eight years. Outside of his advisory role, he teaches a 10-week class as a mentor for the Tigers on Wall Street program at the University of Missouri and assists with social media for his family’s beverage import business. 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, combining non-discretionary and discretionary investment options supported by a centralized operational structure.

Rajender Guduru is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Northwestern Mutual in various capacities over an 11-year period. Outside of his advisory role, he is an interim manager at a Dallas-based restaurant specializing in Indian cuisine. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and cash-sweep services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments.

Bradley Castillo is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at TD Ameritrade before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custodial and operational infrastructure.

Delania Mccarty is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2018 after working at TD Ameritrade from 2016 to 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Steven Miller is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 12 years of industry experience. His prior work includes four years at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab in 2018. 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 relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by comprehensive in-house research and oversight.