Marshall Haney is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing for 11 years and was involved with People of Trails for six years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations, delivering services on a non-discretionary basis.

Jakob Brown is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include work at Cornerstone Financial Solutions and various positions outside finance, including at Mau Marine and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to serve a diverse client base.

Michael Consolo is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Charles Schwab Bank. Outside of his advisory role, he contributes articles weekly to CubbiesCrib.com. Charles Schwab serves a large client base primarily consisting 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 affiliated discretionary portfolios and has a centralized operational structure supporting its wealth management programs.

Catherine Curtin is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2013. 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 management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

William Toller III is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity Brokerage Services LLC since 2019. Prior to his financial services career, he worked in roles at Southwire Tools and Equipment, Active Network, and Milwaukee Tool. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Chaz Huntzinger is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. Before joining Schwab, he worked in the hospitality sector with Lazy Dog and Cheddar's Scratch Kitchen. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 investment guidance and access to discretionary separately managed accounts, supported by centralized supervision and a multi-asset investment approach.

Jared Fry is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Fidelity, he worked at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and Avis Budget Group. Outside of financial advising, he serves as a trustee for Fry Inventions, an LLC involved in patent filing and inventions. Fidelity, through its affiliate 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 fundamental research and quantitative analysis to construct algorithmic model portfolios from a broad investable universe.

Taylor Timms is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, TD Ameritrade, DQB Entertainment, and Timms House. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Donahue is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and prior employment in the technology and hospitality sectors. He has also been involved with Read Youth Charities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Nicholas Shankle is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2020. Prior to his current role, he worked with Fidelity Talent Source and held positions in various industries including entertainment and property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Khalid Abdoh is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and the operation of an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brian Wasson is a financial advisor with Ameriprise in Keller, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at PNC Investments and BBVA Wealth Solutions, among others. He maintains a dual employment arrangement as a financial advisor with Randolph Brooks Federal Credit Union alongside his role at Ameriprise. Ameriprise Financial Services serves individual and institutional clients with a range of advisory offerings, including a specialized Premier Retirement Income service that provides tailored retirement income planning based on detailed analysis and collaboration between a centralized service team and client advisors.

Omar Trujillo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Empower Retirement, and earlier tenure at Fidelity. Outside of his advisory work, he owns and operates Hey Y’all Barbecue, a BBQ catering business based in Naples, Florida. 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 model portfolios across mutual funds, ETFs, and ETPs.

Jamie Bloom is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 blend of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by extensive research and a centralized operational structure.

Austin Skipper is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2010, progressing through various positions including Senior Manager from 2021 to 2025, Learning Lead from 2011 to 2021, and Customer Relationship Advocate from 2010 to 2011. His professional experience encompasses client service and financial planning. Austin's approach to client service emphasizes creating an environment where clients can share their authentic stories and vulnerabilities. This enables the development of financial plans tailored to clients' preferences and confidence in their long-term strategies. Outside of his professional responsibilities, Austin's interests include comedy, concerts, family activities, football, parenthood, and reading.

Michael Sauceda is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Fidelity in various roles since 2005, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, its registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Ryan Pierce is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Vanguard Homes, Swede Liquor, Peak View Roofing, and a background in education and construction. 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, supported by a multi-asset model portfolio approach and a centralized operational structure.

Eduardo Rosas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Td Ameritrade, Fastenal, and Domino's Pizza. 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 both non-discretionary and discretionary investment strategies, supported by multi-asset model portfolios and alternative investment options.

Nikita Tembo is a financial advisor at Charles Schwab with nine years of industry experience. Prior to joining Charles Schwab in 2024, Nikita worked at TD Ameritrade from 2017 to 2024. Outside of financial services, Nikita has been involved with Lone Star Valet since 2016. 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, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts within an integrated operational structure.

David Huff is a financial advisor at Ameriprise with 24 years of industry experience. He has held roles at Ameriprise since 2017 and previously worked at Wells Fargo Advisors from 2009 to 2017. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations that incorporate tax efficiency, Social Security options, and adaptive withdrawal strategies, supported by a centralized consulting team and algorithmic tools.