Cory Walthall is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB since 2024, Charles Schwab and Co., Inc. since 2022, and previously at TD Ameritrade from 2013 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a large integrated structure supporting a broad client base.

Elizabeth Lourido is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe.

Benjamin Hopper is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers for five years. His background also includes five years of full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

William Bass is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Denitech Corporation. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, and it serves a distinctive role in fund advisory and model portfolio delivery within the industry.

Layla Adams is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has a background in wealth management and financial analysis, with prior experience as a Wealth Advisor at Citigroup Global Markets Inc. from 2021 to 2023 and as a Portfolio Analyst at True North Advisors between 2020 and 2021. Her career also includes positions in trading and client service roles within the financial sector. Ms. Adams holds a California Insurance License, enabling her to provide insurance-related financial advice. She began her career in the financial industry in 2016 as a Bank Teller at Fort Worth Community Credit Union and has since built experience across various facets of finance. Outside of her professional work, Layla engages in activities such as comedy, reading, and running.

Daniel Bryant is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and held roles at The University of Texas and TG Online LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Andrew Haag is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade for 16 years before joining Schwab. Outside of his advisory role, he is involved in music as a vocalist and rhythm guitarist in a band and engages in research and development with Treasure Tank Productions LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Summer Burleson is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. Prior to her advisory role, she worked six years in the Sealy Independent School District and has been associated with Texas Christian University since 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Francis is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Dallas Behavioral Healthcare. Outside of advising, he is the owner of Jordan Ashton Properties LLC, a real estate business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kenneth Harris Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and also works with Charles Schwab Trust Bank since 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm is known for its scale, integrated service model, and combination of advisory and brokerage capabilities.

Miguel Arreguin Jr. is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Cetera and Fidelity, and he has been affiliated with American Airlines Federal Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various operational and research tools.

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 & Co., Inc., holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at USAA Investment Management Company, USAA Financial Advisors, USAA Financial Planning Services, and Wells Fargo Clearing. 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 services with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by research 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 a Series 66 designation and has worked at several major firms, including Merrill Lynch and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process includes centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Alejandro Soule is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, he worked at AT&T and GTN, and he has a background in full-time education totaling 13 years. 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 mix of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investment due diligence within an integrated and scalable operational structure.

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.