Spencer Perley is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held various roles across airlines, hospitality, and technology sectors, including positions at American Airlines and Twitch. 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 create model portfolios from mutual funds, ETFs, and ETPs.

Kali Casas is an Investment Solutions Representative III at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at achieving both short-term and long-term goals. She is focused on creating tailored strategies that help clients feel confident in their financial journeys and emphasizes building strong client relationships. Kali has progressively advanced within Fidelity Investments since 2022, starting as a Customer Relationship Advocate before moving through successive roles as Investment Solutions Representative I and II. This experience has equipped her with a deep understanding of investment solutions and client service within the financial industry. Outside of her professional role, Kali has interests in art, fitness, horseback riding, outdoor adventures, theater, and traveling.

Nicholas Giorgio is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Eboni Green is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist Financial and Asurion. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jesse Davis is Vice President and Wealth Planner at Fidelity Investments. He has held this position since 2018, following roles as Vice President, Financial Consultant (2011-2018), Retirement Relationship Manager (2008-2011), and Retirement Solutions Representative (2006-2008) at Fidelity Investments. With twenty years of planning experience, Jesse works with individuals and families to clarify their financial goals and build plans aligned with those objectives. His expertise includes retirement planning, family gifting, and charitable impact strategies. Jesse holds insurance licenses in Arkansas and California. Outside of his professional role, Jesse enjoys spending time at the beach, engaging with cars, cooking and baking, participating in family activities, and volunteering. He values parenthood and community involvement.

Ryan O Connor is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Glen Ridge Country Club and spent several years in full-time education. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within an integrated and large-scale operational platform.

Evan Woodruff is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held positions outside the financial services sector, including roles at Cavender's Boot City and Olla Town Hall. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique features such as CFTC registration and advisory roles across multiple registered investment companies.

Erika Hanson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Cambria and a boutique retailer, as well as time as a full-time student. Erika is located in Westlake, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Jase Keel is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Charles Schwab Bank, Central Market, and Amazon, along with several years in full-time education. Charles Schwab 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 both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and alternative investment due diligence within a highly integrated service structure.

Joseph Martinez Jr. is a financial advisor with Merrill in Hurst, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade, among others. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sean Morgan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Homewood Mortgage, LLC for six years and at BMW Motorcycles of North Dallas for eleven years. 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Renee Parker is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 designation and two years of industry experience. Her prior work includes roles at American Airlines, Milestone Church, and Buffalo Wild Wings. 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 offers a mix of non-discretionary and discretionary investment guidance, employing multi-asset model portfolios and a centralized operational structure.

Armando Garcia is a Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as an Investment Consultant from 2015 to 2017 and as a Portfolio Specialist from 2013 to 2015, all with Fidelity Investments. His professional experience spans various areas within the financial sector, enabling him to build long-lasting relationships with clients by developing and implementing financial plans tailored to their goals. Armando holds an Arkansas Insurance License. Outside of his professional life, Armando enjoys biking, family activities, exploring food, football, hiking, and outdoor adventures.

Matthew Parnick is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has held roles at Fidelity Brokerage Services LLC since 2019, as well as previous positions at Stack Sports, ACTIVE Network, and Best Buy. Outside of his advisory work, he operates and maintains a website related to hobbies and collectibles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Katharine Archer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 credential and previously worked at AIG for 13 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Kevin Chasteen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Inc., Wells Fargo Advisors, and a brief tenure at Dewey Destin's Harborside Restaurant. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luke Bowen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes positions at Fidelity Investments, Keller Independent School District, Primerica, and Take 5 Car Wash. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

John Filgueres is a Series 66-licensed advisor with Fidelity in Westlake, TX. He has one year of industry experience, having joined Fidelity Investments in 2025. Prior to this, he worked in automotive sales and the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Matthew Gunnip is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Morgan Stanley and its affiliates from 2007 to 2023 before joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Roth is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at firms including Clear Capital and Northwestern Mutual. 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, offering multi-asset model portfolios and alternative investment options through a centralized and integrated operational structure.