David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Jaime Kretschmer is a financial advisor at Fidelity with 12 years of industry experience. She holds the CFP® designation as well as Series 66 and Series 63 licenses. She has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Ladarrion Hills is a financial advisor at Primerica Advisors in Ft Worth, TX, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Primerica Advisors since 2017 and has additional experience with Primerica Financial Services and AutoNation. Outside of advisory services, Hills is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program based on model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Waite is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and four years of industry experience. His work history includes roles across multiple Charles Schwab entities since 2021, with prior experience at the YMCA, Department of the Navy, Aon, Yale-New Haven Health, Abercrombie & Fitch Co., and Western Connecticut State University. He has engaged in community-focused activities through repeated involvement with the YMCA. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s scale and integrated structure enable access to multi-asset model portfolios, alternative investments, and centralized custody and order-routing services.

Katherine Kiere is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Resource One Credit Union. 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, delivering multi-asset model portfolios and alternative investment access within an integrated operational structure.

Devin Pajeau is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to his current role, he worked at firms including Equitable Advisors and AXA Advisors, LLC. He has also been involved in managing hospitality businesses such as The Creek Pub & Grill and Innisfree Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes oversight of affiliated and unaffiliated sub-advisers and incorporates AI-driven methods and established governance practices in its advisory services.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Sanders is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he held positions at JPMorgan Chase Bank, Southside Bank, and Texas A&M. He was also involved with The Association of Former Students in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, supported by centralized due diligence and an ESG eligibility framework.

Regina Partida is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at State National Insurance Company and Nolan Catholic High School. Outside of her advisory work, she serves as a bookkeeper for a manufacturing company and an interior design business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and employs systematic methodologies and oversight controls in its management approach.

Sarah White is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Schwab, she worked at TD Ameritrade and Warstic, and has experience in media and consulting. Outside of finance, she hosts and produces a music podcast and is involved in retail activities including managing a vintage booth with her family and selling curated items online. 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 and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive due diligence process.

Linda Trevino Marroquin is a financial advisor at Fidelity with a Series 66 designation and experience spanning multiple roles, including prior positions at Wells Fargo, AT&T, and service in the Army. She has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies.

Sara To is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and designs model portfolios for intermediary platforms.

Jaclyn Leonard is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at TDAmeritrade, BBVA Securities Inc., and Compass Bank, among other firms. 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 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 Schwab’s in-house research and due diligence.

Joseph Eiswert III is a financial advisor with J.P. Morgan Securities in Colleyville, TX. He holds Series 63 and Series 65 registrations and has one year of industry experience. His prior roles include work at Texas Financial Advisors and Reliant Logistics LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated entities since 2009. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Christian Castaneda is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. His prior work experience includes roles outside finance across various sectors such as retail and education. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies.

Samantha Tovias is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, she worked at First Convenience Bank for five years and has previous experience in customer service roles. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Justin Paul is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses. He has recently begun his career in the industry, joining Charles Schwab in 2026 after prior experience at Robinhood Markets, Inc. and completing his education at Louisiana State University. 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 investment approach supported by in-house research and alternative investment options.

Briana Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked in various roles including at Composure Studios and Grayhouse Events Atelier. Outside of her advisory work, she serves as a shift lead and barista at a teahouse in Euless, Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolio delivery with oversight controls and specialized roles in commodity pool operation and registered investment company advisory.