Gilbert De Cardenas is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Fisher Investments and holds a background including education at the University of Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Grace Stinson is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and totaling six years of industry experience. She has worked at Charles Schwab since 2023 and previously at TD Ameritrade from 2020 to 2023. Before her financial services career, she held roles in academia and retail, including positions at Southern Methodist University and Anthropologie. Charles Schwab & Co., Inc. serves a broad client base, primarily 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 relationships with access to affiliated discretionary strategies and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Phelan Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held various positions in the hospitality and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jasmin Velazquez is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2016, including positions at Fidelity Institutional and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Jack Keck is a financial advisor with Fidelity holding a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he held roles at several firms, including Revolut and Independent Bank. He has also worked in non-financial sectors such as home improvements and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, the use of AI and systematic methodologies in portfolio design, and its registration as a commodity pool operator.

John Lynch Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Wells Fargo Clearing and Bank. 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 offers a mix of non-discretionary and discretionary investment solutions using multi-asset model portfolios and provides centralized custody and operational support.

Lauren Carter is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2018 and previously was with TD Ameritrade from 2011 to 2018. Carter is also the owner and CEO of The Carter Enterprise Group LLC. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers a comprehensive range of advisory, brokerage, custody, and cash-sweep services.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carlos De La Rosa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Texas A&M University and Nike. 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 to manage discretionary and non-discretionary portfolios.

Phillip Meyer is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Bank of America and Merrill Lynch. Based in Southlake, TX, Meyer’s background includes extensive experience with major financial institutions. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies. The firm provides episodic fee-based financial planning without automatic implementation or ongoing monitoring unless engaged for execution.

Travis Beck is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has built his career at Fidelity Investments, where he previously worked as a Planning Consultant from 2020 to 2021, a Relationship Manager in 2020, a Workplace Planning Consultant from 2018 to 2020, and a Financial Representative from 2017 to 2018. He focuses on creating and maintaining personalized financial plans tailored to meet the unique needs of his clients. Travis emphasizes understanding what matters most to each individual and partners with clients throughout their financial journeys with a commitment to integrity. Outside of his professional work, Travis enjoys activities such as baseball, football, kayaking, spending time at the lake, running, and traveling.

Amber Khan is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. Her prior roles include positions at Avantax Investment Services, Inc. and 1st Global Capital Corp. Outside of her advisory work, she is involved with a business called Signs_CutYourWay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors, employing a multi-manager platform that includes affiliated and third-party managers as well as bespoke strategies.

Cedric Holland is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. over a period spanning 12 years. 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 separate managed accounts and offers centralized custody and integrated operational support.

Chad Markland is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work history includes positions at TD Ameritrade and Fidelity Investments. He is currently based in Westlake, TX. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a centralized and integrated operational structure.

Keegan Wood is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Charles Schwab Bank, TD Ameritrade, and Fisher Investments. 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, supported by centralized custody and operational infrastructure.

Jack Benbow is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. He has worked with Charles Schwab since 2023 and also has prior involvement in sports-related community activities as a coach and event assistant for GolfTEC on the PGA Tour. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Marc Prda is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach uses modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lauren Wintermute is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at the University of North Texas, MetroCrest Services, and a congressional campaign. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Arnat Abzhanov is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Halyk Finance, and four years as a self-employed advisor. Charles Schwab serves a large client base of 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Sayidomar Mohamed is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at various firms and organizations including Best Buy, RadiusAI, and Turbulent & Company. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a wide range of mutual funds, ETFs, and ETPs.