Jigar Parikh is a financial advisor at Charles Schwab with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliated entities since 2020. Prior to that, he was employed at USAA financial planning and investment management companies from 2012 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related services. The firm offers a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and a centralized operational structure that supports a broad range of advisory and brokerage services.

Peibo Li is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Li worked at United Capital Financial Advisors and Goldman Sachs. He has a background in full-time education spanning several years before entering the financial services industry. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Trammell is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he collaborates with clients to develop financial plans that align with their values and work towards achieving their lifetime goals. Kyle holds insurance licenses in Arkansas and California, enabling him to provide informed guidance in these areas. Outside of his professional responsibilities, Kyle enjoys activities such as exploring different cuisines, following football, participating in social events with friends, playing golf, and spending time with his pets.

Ian Moravek is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2011 to 2020. 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 related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Nicklaus Conn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and 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 managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Xiaodan Zhang is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Zhang worked at Lotus Technology Inc. for four years and UE Capital for five years. 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 provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by research and a distinctive integrated operational structure.

Brandon Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at J.P. Morgan Securities for nine years, and positions at Uber and Lyft in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and use of AI in investment research.

Zachary Hancock is a financial advisor with Merrill in Southlake, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he is a 50% owner and limited partner in ASZH Group, a massage therapy franchise business where he contributes to strategy and vision. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd O'Sullivan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.

Robert Watson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously held positions at TD Ameritrade and Ace Parking Inc. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Tyler Lahey is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at Raymond James in 2025. Tyler focuses on working closely with clients to help them make financial decisions with confidence. He takes the time to understand what is most important to his clients and provides thoughtful, responsive guidance through a collaborative planning process. His professional experience includes roles that emphasize client collaboration and personalized financial planning. Outside of his professional work, Tyler has personal interests in fitness, football, golf, and music.

Jennifer Shoo is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at 7-Eleven, Inc., and teaching roles at The University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Roger Van Beveren is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2021, he worked at Fidelity in various roles from 2015 to 2021. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and has an integrated structure supporting a large client base.

Kaylee Stubblefield is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2023, and previously at Trilogy Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and providing centralized custody and operational support.

Gregory Hanson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 15 years at Investment Professionals, Inc. Outside of his advisory work, he owns and operates HANSON Projects, an electronics sales business, and The Standing Swing, a retail business in Flower Mound, TX. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lauray Kennedy is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013. Outside of her advisory role, she serves on the advisory board of the nonprofit Fit & Faith Living and is a community leadership board member for the American Diabetes Association. 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 advisory relationships with access to discretionary separately managed accounts and a structured alternative investment platform.

Daniel Matlock is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it has a formal advisory role to multiple registered investment companies.

Joshua Wills is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2021, he worked at JP Morgan Chase from 2020 to 2021 and has held roles at the University of Hawaii at Manoa, LIDS, and Windward Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight controls, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Jennifer Gunn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at First Federal Community Bank, SSB, and Guaranty Bank & Trust, N.A. She is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.