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.

Zelos Willis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Charles Schwab/TD Ameritrade and Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

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.

Michael Bilby is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity in 2025, he worked for Radwell International from 2017 to 2023. 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, offering services such as discretionary portfolio management and fund advisory while integrating systematic methodologies and long-term asset allocation frameworks.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Amy Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, women and wealth, and retirement income. Amy works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She emphasizes a disciplined and diversified portfolio construction approach, detailed planning, and defined re-balancing targets rather than attempting to time the markets. Amy holds the designation of Personal Investment Advisor (PIA) and earned her High School Diploma from Burleson High School. She is also actively involved in her community, volunteering as a Johnson County Court Appointed Special Advocate (CASA). In her personal time, Amy enjoys boating, gardening, and horseback riding.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Thomas Siewert is a financial advisor at Fidelity with 28 years of industry experience. He has held roles at Fidelity Brokerage Services, Inc. since 1997 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments since 2018 and 2025, respectively. He holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, while also serving as a registered commodity pool operator and adviser to multiple fund structures.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Alejandro Regalado Cruz is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at J.P. Morgan Securities LLC and Forza Lux LLC, where he was involved in exotic car rental coaching and rentals. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversification and modern portfolio theory.

Ryan Pate is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His work history includes roles at Fidelity Investments, The Beneficient Company Group, GWG Holdings, Emerson Equity, Valic Financial Advisors, TIAA, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds a formal advisory role to multiple registered investment companies and fund‑of‑funds.

Aiden Valdez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and telecommunications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Mitchell Ulibarri is a financial advisor with Fidelity Investments in Westlake, TX, holding a Series 66 license and four years of industry experience. His work history includes roles at Fidelity Investments since 2022 and a brief tenure at Northwestern Mutual in 2022. Prior to his advisory career, he was employed in various positions at firms such as Albany Door and Johnson Equipment Company. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional investors, providing investment management and advisory services through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and its use of advanced technologies in portfolio management.

Lusine Allen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2021 and previously held roles at United Language Group and Central Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Jeff Major is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has accumulated extensive experience within the company, holding various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Relationship Manager, among others since 2006. Jeff specializes in partnering with clients to navigate their financial planning through a personalized approach that aims to thoroughly understand their individual financial situations. His professional journey at Fidelity Investments spans over a decade, reflecting a deep commitment to client financial education and empowerment. Jeff holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. Outside of his professional responsibilities, Jeff engages in activities such as camping, family activities, fitness, hiking, outdoor adventures, and volunteering.

Michael Pacheco is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent and held healthcare roles at Providence Portland Hospital, JPS Hospital, and Texas Health Resources. Outside of advising, he is involved in patient chart auditing for Texas Health Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Violet Sabino is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nicholas Bremer is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Fidelity Investments and Blink Fitness, as well as concurrent work at the University of North Texas. 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 offers discretionary portfolio management, fund advisory, and model portfolio delivery, distinguishing itself with registrations and advisory roles less common among large institutional peers.