Joshua Wills is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JP Morgan Chase and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a research-driven investment process that combines fundamental analysis with quantitative and algorithmic methods. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Jennifer Gunn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at First Federal Community Bank, SSB, and Guaranty Bank & Trust, N.A. She is based in Westlake, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Tod Siedell is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 13 years. Siedell also serves as a councilman for Reno, Texas, where he participates in city budget meetings. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management solutions, including access to affiliated and third-party managers, and oversees more than $256 billion in assets across over 10,000 advisors.

Nikolaus Ladner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior work experience includes roles at Lawry's The Prime Rib and the University of Texas at Dallas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive capabilities including commodity pool operation and formal advisory roles to multiple registered investment companies.

Caleb Williams is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Plainscapital Bank and an entrepreneurial venture with Rent-A-Frog Valet LLC. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes advanced methodologies, including AI and systematic oversight.

Aden Woodard is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Fisher Investments and has served in the US Army Reserves since 2020. His background also includes roles outside finance, such as work with Cantina Laredo and teaching at Baylor University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in its investment process.

Clinton Jones is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at AXA Advisors, LLC and BTJ Financial Services, Inc., where he has also been involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Raylee Chandler is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Oscar Casas III is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Outside of his advisory role, Casas is involved in several entrepreneurial ventures, including ownership of a vehicle sales and repair business that also offers auto repair instruction to high school students. 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 portfolios.

Trevor Romine is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Travel Nurse Across America and The Ranger Group. He also works as an independent contractor for DoorDash in a food delivery capacity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Charla Mc Intyre Fields is a financial advisor at Ameriprise with 30 years of industry experience and holds the Series 63 designation. She has been with Ameriprise and its affiliates since 2005. Outside of advising, she operates a hobby farm raising cattle and horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning using a centralized team and algorithmic tools.

Jose Arevalo is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at J.P. Morgan Securities, American Airlines, and TIAA-CREF Individual & Institutional Services. Alongside his financial career, he has been involved with the Mansfield Independent School District for over a decade. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and provides a range of brokerage and advisory solutions, including comprehensive retirement plan services supported by research from the Wells Fargo Investment Institute.

Stephen Smith is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Stephen is part of Strategic Advisers LLC, a Fidelity company that 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 proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

John Orear is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial Advisors for 12 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a trustee for several educational trusts for his children and acts as a board member and vice president of a homeowners' association. He is also involved as a manager in a family partnership and has interests in rental properties. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various investment types, supporting both discretionary and non-discretionary management.

Aaron Gutierrez is a Resident Director at Merrill with 15 years of experience in the wealth management industry. He employs a wealth management strategy that begins with a holistic view of the economy, focusing on understanding the causes behind market movements. His approach emphasizes creating tailored financial strategies for clients, addressing areas such as retirement-income planning, education funding, tax minimization, and legacy planning. Aaron holds a bachelor's degree from the California State University System and a Master's degree in Finance from Harvard University. He has also earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™, completed in conjunction with Yale University. His expertise includes educating clients about economic fundamentals and market volatility to support their financial goals. Outside of his professional responsibilities, Aaron and his wife Rebecca reside in Fort Worth with their four children. He is actively involved in his church community and coaches middle school baseball. In his leisure time, Aaron enjoys playing golf and traveling.

Joseph Glass is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Lumen Technologies, Apple Inc., and the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages fund advisory services and delivers model portfolios, incorporating systematic methodologies and long-term asset allocation strategies.

Spencer Thompson is a CFP®-certified financial advisor with Edward Jones in Fort Worth, TX, where he has worked for 14 years. He holds a Series 66 license and has experience managing residential rental property in Cleburne, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs, discretionary and non-discretionary strategies, and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Kyra Juliano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her background includes roles at Trophy Lakes Academy and Temple Christian Academy prior to joining Fidelity. She also took a year away from the industry as a stay-at-home mother. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, integrating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of AI and systematic methodologies in developing model portfolios.

Jessica Dupont is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Bb&T and the University of Texas at Arlington. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves in advisory roles to multiple registered investment companies and uses systematic methodologies and AI in its investment process.

Jessie Sheridan is a Financial Consultant at Fidelity Investments, a position held since 2023. Jessie has been with Fidelity since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and High Net Worth Service. Prior to joining Fidelity, Jessie worked as an Office Manager at Allstate Insurance from 2011 to 2017. Jessie is a Certified Financial Planner (CFP®) with over a decade of experience in the financial services industry, focusing on personalized financial planning to assist clients in achieving their financial goals. Outside of work, Jessie enjoys activities such as baseball, spending time at the beach, parenthood, caring for pets, and running.