Randall Sloan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Bank of America/Merrill Lynch and Thrivent. Sloan is also associated with Thirteen Twenty-Two Advisors, a DBA linked to his LPL business activities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Marcus Thorstad is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at TD Ameritrade from 2008 to 2024 before joining Charles Schwab Trust Bank and Charles Schwab & Co., Inc. in 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 guidance and access to discretionary separately managed accounts within a large-scale, integrated operational structure.

Daniella Mawika is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Her prior roles include positions at Liberty Mutual Insurance, Comparion, and involvement with Mayo Street Arts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Daniel Ramirez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of his advisory role, he owns a rental property unrelated to financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured alternative investment program.

Garrett Smith is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he partners with executives to develop personalized wealth plans that align with their personal and financial goals. Prior to this position, he was Regional Director of Executive Services at Fidelity Investments from 2016 to 2021. Garrett holds insurance licenses for both Arkansas and California. Outside of his professional work, he has interests in fitness, football, and traveling.

Douglas Mccarley is a financial advisor with Fidelity who holds a Series 66 designation and has five years of industry experience. Prior to joining Fidelity, he worked at Samsung Electronics, Kyocera, and LG Electronics. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that include mutual funds, ETFs, and ETPs.

William Ashman is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with Fidelity and its related entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients and has a notable involvement with registered investment companies and the use of algorithmic methods and AI in its research processes.

Christopher Pace is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Citigroup, and Edward Jones. Outside of financial services, he was involved with the PACE Family Inc DBA Ritmo Cafe for six years. Charles Schwab serves a large client base mainly 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining centralized custody and operational support with multi-asset investment guidance.

Sonia Davenport is a financial advisor at Charles Schwab with nine years of industry experience. She has held positions at Charles Schwab & Co., Inc. since 2020 and previously worked at Edward Jones from 2016 to 2020. She holds a Series 66 designation. 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 offers investment guidance using multi-asset model portfolios and alternative investment options.

Austin Rupert is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has two years of industry experience and has held roles with Charles Schwab Bank SSB and Charles Schwab since 2023. Prior to joining Schwab, he worked in various capacities including positions at Vacasa, Money Move Locating, and real estate firms. 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 offers multi-asset model portfolios supported by a centralized operational structure.

Megan Pechacek is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Fidelity Brokerage Services LLC and prior work in the retail and automotive sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI in research, and development of model portfolios for intermediary platforms.

Zachary Clark is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at Fidelity Investments since 2021. Outside of his advisory work, Zachary is also involved in photography, providing professional photo services to clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Kenneth Roberts is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it maintains formal advisory roles for multiple registered investment companies and fund-of-funds.

David Rowlett is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2014 to 2022. Outside of advisory services, he is involved in a rental services business based in Denton, Texas. Charles Schwab 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 offers a mix of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a distinctive integrated operational structure.

Michael Callaway is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been part of the financial industry since 1998, bringing extensive experience from various roles within Fidelity Investments including Central Relationship Manager, Retirements, High Net Worth Service, Relationship Manager Advisor 401k, Lifetime Solutions 401k, Customer Service 401k, and Transfer of Assets Service. Prior to joining Fidelity, he worked as a Financial Advisor at Waterworth Wealth Advisors and Edward Jones. Michael's approach centers on understanding clients' goals and providing strategies tailored to their needs. He emphasizes educating clients to ensure they are fully aware of their investments and the reasons behind them. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys board games, comedy, museums, skiing, traveling, and writing.

Hunter Webb is a Series 66-licensed financial advisor with three years of industry experience, currently with Charles Schwab. Prior to Schwab, he worked at Fidelity Investments and has held various positions in retail and insurance. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Jesus Gonzalez is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TD Industries. Outside of his advisory role, he has worked as a food delivery driver. 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 a non-discretionary advisory model with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational systems.

Shanna Crunk is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and tax-aware withdrawal strategies, supported by a centralized service team and proprietary investment research.

Jorge Tueme is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Johnny Tran is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.