Taylor Wood is a financial advisor with Charles Schwab and holds a Series 66 designation. He has four years of industry experience, including prior roles at Amino Transport and Genuent. Wood 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Eric Jeffries is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation 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 charitable funds and registered investment companies. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles uncommon among large institutional peers.

Jason Benitez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Austin Ault is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. He has been with Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to his financial career, he worked in automotive sales and retail. 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 guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Peyton Schriner is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Buildertrend and Kinsey Rowe Becker & Kistler. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Jacquelyn La Monte Gin is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her background includes roles at Fidelity Investments and Designer Shoe Warehouse, as well as work in education at the University of North Texas and Collin County Community College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Lester Robinson III is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked with various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios spanning mutual funds, ETFs, and ETPs, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Rebecca Cooper is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Brown is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. He has worked with Fidelity Brokerage Services, LLC since 2018 and previously was employed at Cellular City LLC from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

Karen Floyd is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior work includes 12 years at TD Ameritrade. She serves as a board member for the non-profit Dance Theatre of Arlington. 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 a multi-asset model portfolio approach supported by centralized operations and due diligence on alternative investments.

Cat Beimesch is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, Cat worked in various roles across hospitality, education, and fitness sectors. Outside of advisory work, Cat is employed in metal fabrication and also works as a delivery driver for Uber and Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Edward Whalen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity in various capacities since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a range of entities including registered investment companies and charitable funds.

Daniel Shepherd is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab & Co., Inc., Robinhood Financial, LLC, and Altruist Financial LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers under discretionary and non-discretionary authorities.

Michael Conn is a financial advisor at Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank and had positions outside finance, including at Chick-fil-A. 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 solutions supported by multi-asset model portfolios and due diligence from its research center.

Bradford Hutchins is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Texas Capital Bank, PNC, and UMB Bank. 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 utilizing multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Levi Looper is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he worked at Samsung Electronics of America for five years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using a broad investable universe.

Scott Boyd is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He works closely with clients to understand their needs and goals, aiming to maximize the benefits of their relationship with Fidelity by leveraging the firm's tools and resources. Scott dedicates time to learning about his clients' families, businesses, and future objectives to provide tailored financial planning support. Scott has extensive experience within Fidelity Investments, having served in multiple roles since 2020, including Benefits & Planning Consultant, Investment Solutions Representative III, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His career progression reflects a broad understanding of investment solutions and client advisory services. Outside of his professional responsibilities, Scott engages in activities such as baseball, family activities, social events with friends, outdoor adventures, parenthood, and caring for pets.

Dylan Zepeda is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Roaring Fork, 4D Capital, and Charles Schwab Bank. 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 multi-asset model portfolios and research from the Schwab Center for Financial Research.

Patrick Malany is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2019. Prior to his career in finance, he worked at Whole Foods Market for five years. Charles Schwab & Co., Inc. serves primarily 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 combines a large client base with an integrated operational structure that includes brokerage, custody, and advisory services.

Toby Rockett is a financial advisor at Fidelity with one year of experience. He holds a Series 66 designation and previously worked in the U.S. Army Reserves and Sewell Automotive Companies. Toby has also worked as an independent contractor for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad 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 serves in advisory roles to multiple registered investment companies.