Richard Waters is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Charles Schwab, and TD Ameritrade. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kerion Cooper is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at TD Ameritrade Inc and Charles Schwab Bank, SSB. He also serves as an instructor at Devry University's Keller School of Business Management. 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab Center for Financial Research.

West Meyers is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He has previously worked at Edward Jones and Avantax Advisory Services. Outside of finance, Meyers performs as a freelance musician at various events and venues. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that includes affiliated and third-party model portfolios.

Leslie Parker is a financial advisor at Fidelity with four years of industry experience. Parker holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior roles include positions at Texas Christian University and Southeastern Oklahoma State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary fundamental research combined with quantitative analysis.

Robert Munday is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity, he worked in various roles including as a licensed real estate agent with The Real Estate Ranch. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alycea Vitela is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles in education and self-employment prior to joining Fidelity. 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 deliver model portfolios and fund advisory services.

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 in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank since 2025. Her prior work includes roles at Altar'd State and TekSystems, as well as periods focused on full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an 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 at Fidelity with 9 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2015. Outside of his advisory role, he serves as an independent contractor overseeing front of house production for a local church in Texas. 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 manage diversified model portfolios.

Christopher Chakkalapadavil is a financial advisor at Charles Schwab & Co., Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Cetera Investment Advisors, Citizens Securities, and Truist Advisory Services. Outside of his advisory work, he also works as a delivery driver for DoorDash and as a driver for rideshare services Uber and Lyft. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with access to multi-asset portfolios and alternative investments. The firm is noted for its scale, integrated structure, and centralized platform supporting wrap fee advisory and brokerage services.

Glenn Durr is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab and Charles Schwab Bank, SSB since 2007 and 2022, respectively. He is based in Westlake, Texas. 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 investment services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and alternative investment capabilities.

David Pool is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in various roles including at Edward Jones and as an independent contractor providing football analytics for Pro Football Focus. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that include mutual funds, ETFs, and ETPs.

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 the Series 66 and Series 63 licenses and has previously worked at TD Ameritrade and MRC Global. 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 non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides centralized supervisory, custody, and order-routing services.

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 at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory work, he owns a plastics manufacturing business and is involved in aviation through aircraft ownership. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management options.

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.