Jennifer Pello is a financial advisor with Charles Schwab in Irving, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab since 2011. 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 and discretionary investment solutions supported by strategic asset allocation, alternative investment due diligence, and integrated custody and brokerage services.

William Duhon is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Axa Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, delegated sub-advisers, and integration of AI and algorithmic tools in its investment process.

Brandon Nguyen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he was affiliated with the University of Texas at Arlington and had business involvement with Mr Wok. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of model portfolios and AI-driven methodologies.

Lucy Benschoter is a Planning Consultant at Fidelity Investments, where she works to empower individuals and families to take control of their financial futures. She serves as a trusted advisor, helping clients define and pursue their goals through personalized strategies that align with their values and life aspirations. Lucy has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Workplace Planning Associate. Her experience at the firm has provided her with a broad understanding of financial planning and client relationship management. She holds an Arkansas Insurance License. Outside of her professional work, Lucy enjoys cooking and baking, exploring food, running, and traveling.

Trevor Harrell is a CFP® professional at Charles Schwab with four years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019, with prior roles in client service and retail. Harrell is based in Westlake, TX. 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 guidance supported by multi-asset model portfolios and a centralized operational structure.

Michael Rollins is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 1998, 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 registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Tate Roueche is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has a history of roles within Fidelity, including Investment Consultant, Team Leader in both Workplace Planning and Advice as well as Client Services, Help Desk in Client Services, and High Net Worth Associate, spanning from 2017 through 2022. Tate assists clients in creating comprehensive financial plans focused on achieving their personal financial goals. In his role, Tate emphasizes starting with clients' objectives and collaboratively developing strategies aimed at realizing those goals. His experience encompasses various aspects of financial consulting and client service within the investment management industry. Outside of his professional work, Tate has interests in boating, attending concerts, fitness, golf, spending time at the lake, and traveling.

Christina Cloud is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and eight years of industry experience. She has worked with Charles Schwab since 2018 and previously held positions at First Command Financial Planning and Northwest ISD V.R. Eaton High School. Outside of her advisory role, she assists with bookkeeping and website design for her spouse’s metal fabrication business. 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 options, leveraging multi-asset model portfolios and centralized operational structures.

Austin Seelye is a financial advisor at Charles Schwab with five years of industry experience. His background includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Robinhood Financial, LLC. Prior to his advisory career, he had positions at the University of Mississippi and other firms. 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 advisory solutions supported by multi-asset model portfolios and thorough due diligence processes.

Juan Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at TD Ameritrade, Wells Fargo, Amazon, and Walmart. 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 and alternative investment options.

Brooke Bradley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Coppell, TX, and holds the Series 66 license. Outside of her advisory role, Brooke participates as a Finance Committee Member at Trietsch United Methodist Church in Flower Mound, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated financial services supported by a nationwide network of advisors and branch offices.

Billy Ray Jr. is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Bank of America, Charles Schwab, and Frenzel CPA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cierra Stewart is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her work history includes roles at Fidelity Investments, Walmart, Baylor University, and First Convenience Bank. 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 mutual funds, ETFs, and fund-of-funds.

Tanya Muldrow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She worked at TD Waterhouse Investor Services Inc. for 16 years before joining Charles Schwab in 2022. 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 SMA options and uses multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Gregory Cella is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and Charles Schwab Bank, SSB since 2012. Outside of his advisory role, he owns a food and beverage production business focused on baking and selling bread, and he is also engaged in freelance photography. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by comprehensive research and centralized operational infrastructure.

Carlos Garcia is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Merrill since 2019 and Bank of America since 2021. His prior experience includes roles at Discover Financial Services, Five Guys, Lee Armory, AAA Landscape, and Arizona State University. Merrill, along 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.

Trey'von Webster is a financial advisor at Fidelity with Series 63 and 66 licenses and five years of industry experience. His prior work includes roles at NBCUniversal and as a lead musician at River of Life Christian Ministries, where he continues to serve in an unpaid capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and advanced technologies in portfolio management.

Lee Hosler Jr. is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2000. Outside of his financial career, he was involved with Spunky Huester Designs from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and undertakes advisory roles to multiple registered investment companies.

Karlee Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity in 2025, she worked at TIAA from 2021 to 2025 and TIAA Bank from 2020 to 2021. Outside of finance, she was involved with Sister STEM Co. from 2020 to 2023. 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 combination of fundamental research and quantitative analysis to construct model portfolios that utilize systematic methodologies and long-term asset allocation strategies.

Richard Mays is a CFP® professional with 19 years of industry experience, currently advising at Charles Schwab in Westlake, TX. He has been with Charles Schwab and its affiliated entities since 2010, including roles at Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base, mainly 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.