Linda Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held positions at Rainbow Pharmacists Services, Ballpark Pharma Inc, Green Oaks Pharma Inc, and Care Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies to develop model portfolios.

Tiffany Smith is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan firms since 2011. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, handling bookkeeping and annual tax filings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that incorporates both quantitative and qualitative research.

Luke Richmond is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at TD Ameritrade for 16 years before joining Charles Schwab. 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated structure that supports a wide range of advisory and custody services.

David Bedford is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Fidelity Investments in various roles since 2005. Outside of his advisory work, he is self-employed in painting, selling his artwork on eBay, and creating how-to videos on YouTube. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors, with offerings that include portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research and quantitative analysis.

Nicholas La Croix is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab Bank, SSB since 2019 and previously spent four years at Kroger. 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 investment guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Adan Lagunas is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes positions at TD Ameritrade and Pappas, as well as a role at BJ’s Restaurants. 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 supported by research from the Schwab Center for Financial Research.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently affiliated with Wells Fargo Bank, N.A. since 2005. Wolfe serves as an executor in a family-related fiduciary capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Cheatheam has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lincoln Hirsch is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2019. Throughout his career, Lincoln has focused on understanding client preferences, needs, and goals to develop tailored financial strategies. His approach involves a structured process to guide clients toward their financial objectives, emphasizing trust, reliability, transparency, and value. He holds insurance licenses in Arkansas and California.

Caleb Trayer is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, Caleb worked in various roles including leadership positions in the restaurant industry and a period of full-time education. Charles Schwab 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 solutions supported by a centralized operational structure.

Mark Leonard is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Orion Portfolio Solutions, Orion Advisor Technology, Raymond James & Associates, 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 accounts and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, combining a large client base with an integrated structure that includes centralized custody and order-routing services.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Warren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm is registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

Eric Moreno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In his current position, he partners with clients through a collaborative, client-directed approach to develop strategies that align with their goals and contribute to a high-quality client experience. Eric holds insurance licenses in Arkansas and California. His professional focus includes financial planning and client consultation within the insurance domain. Outside of his professional work, Eric enjoys activities such as football, social events with friends, hiking, music, and running.

Charles Titterington is a financial advisor with Ameriprise in Highland Village, TX, holding a Series 63 designation and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies, and delivers recommendations through a centralized consulting team.

Casey Bello is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Casey held various roles including positions at Saint Charles Park District and Disney. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of funds and model portfolios.

Sean Mckay is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2005, joining Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its use of AI in research.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Erik Flores is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he assists clients and their families in planning for important financial decisions. Prior to his current position, he held the roles of Central Relationship Manager and Client Service Help Desk representative at Fidelity Investments from 2021 to 2026. Erik's professional experience encompasses client service and relationship management within the financial services sector. Outside of his professional career, Erik has interests in baseball, cooking and baking, football, movies, and pets.