Zachary Lindsey is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at TD Ameritrade and Allstate Insurance. Outside of advising, he appears in advertising for Doggy Doggz Pet Waste Removal, a waste management business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm’s integrated structure and scale support a variety of advisory and brokerage services delivered through multi-asset model portfolios and alternative investment options.

Thomas Siewert is a financial advisor at Fidelity with 28 years of industry experience. He has held roles at Fidelity Brokerage Services, Inc. since 1997 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments since 2018 and 2025, respectively. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also serving as a registered commodity pool operator and adviser to multiple fund structures.

Zachary Hoekstra is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of Charles Schwab since 2023. His prior roles include positions at Northwestern Mutual and involvement with the Lubbock Western Little League. 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 and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Paxton Porras is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at TD Ameritrade and has a background that includes time at the University of Texas at Arlington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm operates a large-scale, integrated model providing brokerage, custody, and advisory services with a focus on multi-asset strategic allocation and alternative investments.

Ryan Pate is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at several financial firms such as TIAA-CREF, TD Ameritrade, and The Beneficient Company Group. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Aiden Valdez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and telecommunications. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Mitchell Ulibarri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual, Albany Door, Johnson Equipment Company, and Merit Advisors LLC. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Lusine Allen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2021 and previously held roles at United Language Group and Central Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Peter Virgilio is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 credential and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Fidelity Investments, and Altruist Financial LLC. Outside of finance, he performs in a local band called Crash Cult, which plays local shows and has music available on streaming platforms. 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. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

Jeff Major is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has accumulated extensive experience within the company, holding various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Relationship Manager, among others since 2006. Jeff specializes in partnering with clients to navigate their financial planning through a personalized approach that aims to thoroughly understand their individual financial situations. His professional journey at Fidelity Investments spans over a decade, reflecting a deep commitment to client financial education and empowerment. Jeff holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. Outside of his professional responsibilities, Jeff engages in activities such as camping, family activities, fitness, hiking, outdoor adventures, and volunteering.

Violet Sabino is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nicholas Bremer is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Fidelity Investments and Blink Fitness, as well as concurrent work at the University of North Texas. 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 analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, distinguishing itself with registrations and advisory roles less common among large institutional peers.

Bryan Bloodworth is a financial advisor at Edward Jones in Coppell, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Texas Instruments Inc. for 26 years. Outside of advising, he is involved with Dr. Sue's Gourmet Candy, LLC, a chocolate manufacturing and sales business based in Grapevine, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Katherine Nash is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She joined Fidelity in 2019, initially serving as a Workplace Planning Consultant, then as a Portfolio Specialist before advancing to her current role. Prior to her tenure at Fidelity, Katherine worked as a Financial Advisor at Edward Jones from 2017 to 2019. Katherine holds insurance licenses in Arkansas and California. She is dedicated to providing a supportive environment where clients can develop financial plans that support growth across generations. Her approach emphasizes understanding clients as individuals to help them achieve financial success and confidence in their future and legacy. Outside of her professional work, Katherine enjoys board games, puzzles, reading, traveling, and volunteering. She also values spending time with friends and participating in social events.

Victor Price is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing from Investment Consultant to Financial Consultant, and currently serves in his Vice President role since 2021. Victor works with clients to address their unique financial goals through a consultative planning process, aiming to provide responsive and relevant guidance tailored to their needs. His experience spans various aspects of financial consulting within the highly regulated financial services industry. Victor holds an Arkansas Insurance License, supporting his ability to advise clients on insurance-related matters. Victor emphasizes understanding the story behind the numbers to help clients achieve peace of mind. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.

Eric Ezar is a financial advisor at Charles Schwab with a Series 66 designation. He began his advisory career in 2026 and has prior experience in education and banking roles. 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 models with access to discretionary separately managed accounts and offers a broad range of investment options supported by proprietary research.

Robert Clay is a financial advisor at Edward Jones in Flower Mound, TX, with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Carrie Stevenson is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Charles Schwab, where she has worked since 2019, following prior roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, Merrill, and Mills Wealth Advisors. Outside of her advisory work, she is a member and owner of Sakal Enterprise LLC, which holds a non-agent/broker real estate investment. 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 and discretionary investment solutions, supported by a multi-asset portfolio approach and centralized operational structure.

Nina Hollowell is a financial advisor at Fidelity with 30 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Fidelity Investments since 2010. 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 combines proprietary research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

William Kellogg Jr. is a CFP® with 30 years of industry experience currently with Ameriprise Financial Services LLC. His prior experience includes roles at Hilltop Securities Inc, BANK of AMERICA, N.A., Merrill, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.