James Gates is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles in healthcare and education prior to joining Fidelity. 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, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles with registered investment companies and use of advanced methodologies such as AI in its investment process.

Binod Joshi is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC and Citizens Bank, N.A. He was also involved with Instructional Connections, LLC from 2020 to 2022. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Brianna Sansom is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022 and 2025, respectively. Prior to her financial services career, she held roles at Altar'd State and TekSystems. 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 with multi-asset model portfolios and access to alternative investments, supported by a large scale and integrated operational structure.

Na Lian is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Charles Schwab in 2022, Na worked at Heng Feng Tai Shi Capital Management Co., Ltd. from 2014 to 2017. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Benjamin Chambers is a financial advisor with Fidelity, holding a Series 66 designation and bringing 10 years of industry experience. He has worked within various branches of Fidelity since 2015. Outside of his advisory role, he serves as an independent contractor overseeing front of house production at a local church in Southlake, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including retail and institutional investors and is noted for its use of systematic methodologies and formal advisory role to multiple registered investment companies.

Christopher Chakkalapadavil is a financial advisor with Charles Schwab & Co., Inc. and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has worked at several firms including Cetera Investment Services, Citizens Securities, Truist Advisory Services, and SunTrust Investment Services. Outside of his advisory role, he works as a delivery driver for DoorDash and as a driver for Uber and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of wrap fee advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments through a centralized and integrated operational structure.

Glenn Durr is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and Charles Schwab Bank, SSB since 2007. Based in Westlake, TX, his career has been focused within the Charles Schwab organization. Charles Schwab & Co., Inc. serves 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 provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

David Pool is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His work history includes roles at Fidelity Investments, Edward Jones, and Pro Football Focus, where he served as an independent contractor analyzing football analytics data. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research and quantitative analysis, offering services such as discretionary portfolio management and model portfolio construction.

Stacy Kile is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Hodgson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at North Texas Orthopedics and North Tarrant Family Practice before joining Charles Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Quinton Edwards is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab, TD Ameritrade, and MRC Global. 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 a formal process for alternative investments.

Brent Shields is a CFP®-certified financial advisor with 18 years of industry experience, currently with Charles Schwab. He has previously worked at Fidelity Investments 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-account and financial planning services, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Steven Allison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes tenure at AXA Advisors, UBS Financial Services, and Securities America Advisors. Outside of his advisory role, he owns Micro Mold Plastics USA, Inc. and is involved in aircraft ownership through Allison Aviation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Josephine Elliott is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Schwab, she worked in various roles outside the financial industry, including positions at Orange Theory Fitness and Mi Cocina. 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 blend of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment strategies.

Matthew Ullrich is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022, following an eight-year tenure at TD Ameritrade. Prior to his financial services career, he worked at AMC Theatres for one year. 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Jeffrey Swearingen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. His work history includes previous roles at Cetera Advisors LLC, Cambridge Investment Research Advisors, and Edward Jones. Outside of his advisory work, he is involved as a business owner in a non-investment related venture called Delivering Liberty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by technology tools and a broad platform that includes advisory and non-advisory financial services.

Jamie Ford is a financial advisor at Morgan Stanley in Southlake, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously at Bank of America and Merrill. Outside of advisory work, Ford is president of Idaho Contractors, a company involved in real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm’s approach includes structured planning conversations and the use of firm-approved tools to model financial outcomes, managing approximately $2.74 trillion in client assets.

Frederick Ghorbani is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. since 2016. 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 a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and a centralized operational structure.

Tanner Annis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at H2E Incorporated and Huther & Associates. Tanner works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that use mutual funds, ETFs, and ETPs and supporting a range of advisory and management services.

Harold Duncan is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at USAA Investment Management Company and multiple USAA financial advisory entities from 2014 to 2020. Charles Schwab serves a large client base mainly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investment programs.