Jason Calvert is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Sztanyo is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments and its affiliated entities since 2006. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Daniel McCamey is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Senior Relationship Managers to address clients' financial planning and service needs. In his role, he assists clients and their families in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Daniel has been with Fidelity Investments since 2015, serving in various roles including High Net Worth Service Representative, Margin Trading Specialist, and Help Desk Client Services before assuming his current position in 2022. His experience spans multiple aspects of wealth management and client services within the firm. Outside of his professional responsibilities, Daniel's interests include biking, comedy, concerts, cooking and baking, fitness, and scuba diving.

Evan Brignolo is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 licenses and has worked in various roles within Fidelity since 2015. Prior to joining Fidelity, he spent two years at Cunningham Restaurant Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include fund management and model portfolio delivery.

Austin May is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments, Western & Southern Life, Bank of America, U.S. Bank, and MiejEr. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and technology-driven investment approaches.

Angie Keeley is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of her advisory role, she teaches a weekly Zumba class. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and planning analyses.

Maxwell Kiker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at U.S. Bank and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Thomas Lang is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery, with distinctive involvement in commodity pool operations and advisory roles for multiple registered investment companies.

Kristin Biedenharn is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2013, concurrently serving at Bank of America, N.A. since 2015. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Megean Caldwell is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Cetera and has previously worked at Summit Financial Group and Summit Brokerage Services Inc. Caldwell is also a registered representative for Renaissance Capital Management, where she has been involved since 2012. Additionally, she holds a role as an insurance agent selling life, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of advisors and supports multiple program structures with discretionary and non-discretionary management options.

Zachary Carter is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Triple Canopy, UPS, the University of Maryland Global Campus, and the United States Air Force. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Thomas Chapman is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. His prior experience includes roles at Humana, Citibank, Fifth Third Bank, and Best Buy. Fidelity’s Strategic Advisers LLC 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 deliver model portfolios and advisory services.

Crystal Haley is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with a dedicated team to provide personalized service and build lifelong relationships with clients. She emphasizes trust, reliability, and communication in her work. Her experience at Fidelity Investments spans multiple roles since 2014, including Investment Solutions Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. She holds insurance licenses for Arkansas and California.

Anthony Pierson is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliated entities since 2007. His career includes roles at Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mike Naberhaus is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, initially serving as a Financial Representative before advancing to his current position. Throughout his career, Mike has focused on understanding the financial needs of clients and providing clear and succinct guidance to address those needs. He adheres to the professional standards of the CFP Board in all client interactions and strives to treat each client with the same care as a family member. Mike holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Outside of his professional responsibilities, Mike has interests in art, hiking, skiing, and traveling.

Jared Kidd is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2010. 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 portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

John Frame II is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Before joining Fidelity, he worked in various legal roles including public defense and as Campbell County Commonwealth's Attorney. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Bailey Bates is a Planning Consultant who partners with clients to understand their short and long-term financial goals and build customized financial plans to pursue those needs. Bailey has held several roles at Fidelity Investments, including Investment Solutions Representative III, II, and I, High Networth Representative, and Customer Relationship Advocate, gaining progressive experience in investment solutions and client relationship management. Bailey holds insurance licenses in both Arkansas and California. Outside of work, Bailey has interests in art and family activities.

Amanda Lewis is a financial advisor with Fidelity Investments who holds a Series 66 designation and has four years of industry experience. Her background includes roles at several retail and service companies, including DILLARDS and Bluemercury. She works with Strategic Advisers LLC, a Fidelity Investments company that 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 diversified model portfolios.

Joshua Newcomb is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.