Jill Earley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has been with Fidelity and its related entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including the use of algorithmic methods and AI, to deliver model portfolios and manage a variety of fund structures.

Kelly Edwards is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Charles Schwab entities since 2021, with prior experience at Wells Fargo Clearing, Northern Trust, Chase Investment Services, Ameriprise, and other financial firms. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary managed accounts, using multi-asset model portfolios and centralized operational support.

Bradley Heller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and has held various roles outside the financial industry, including positions at Amazon and teaching at Kingwood High School. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering a range of portfolio management and advisory solutions that integrate fundamental research with quantitative and algorithmic techniques.

Jonathan Shoush is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 21 years of industry experience. His career includes significant tenure at Fidelity Investments from 2006 to 2025 and a brief period at Ameriprise in 2005-2006. He has also been with Charles Schwab and its affiliated entities since 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research and due diligence on alternative investments, all within a large-scale, integrated operational framework.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors in Keller, TX. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Cambridge Investment Research in 2016, he worked at Wells Fargo Clearing, Chase Investment Services Corp., and Wells Fargo Investments. Outside of his advisory role, Soderstrom owns Omega Squared Capital Management, where he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management solutions and both discretionary and non-discretionary investment approaches.

Zachery Moreau is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2019 and held previous roles at Veritude, TD Ameritrade, and Power Home Remodel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and employing oversight controls to address conflicts of interest.

Kevin Howard 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 New York Life and NYLIFE Securities LLC. Before entering the financial sector, he spent ten years with Entertainment Partners. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a range of clients through discretionary and non-discretionary advisory services.

Carson Albright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Outside of finance, he operates an agricultural business focused on growing vegetables and raising livestock. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and deliver model strategies through systematic methodologies.

Alberto Hurtado is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Stentz is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Fort Worth Community Credit Union. Outside of finance, he has been involved with RTC Holdings, Inc, a company connected to youth ministry activities, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jesse Martinez is a CFP® professional with four years of industry experience, currently serving at Charles Schwab. His prior work includes roles at TD Ameritrade and a period as a self-employed advisor. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, supported by a centralized operational and custody infrastructure.

Randy Mickey is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to develop and implement comprehensive financial strategies tailored to their individual goals, timelines, and risk profiles. His work involves providing guidance on investment strategies to support clients' long-term financial success. Randy has extensive experience within Fidelity Investments, having served in various roles including Relationship Manager, Investment Solutions Representative, Help Desk in Client Services, High Net Worth Associate, and Customer Relationship Advocate since 2017. Prior to joining Fidelity, he worked in the insurance and financial services industry in roles such as Retirement Specialist, Insurance Agent, Regional Claims Director, and Claims Adjuster among others. Outside of his professional career, Randy enjoys golf and traveling.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes positions at Woodbury Financial Services, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. Outside of his advisory work, he serves as a board member and deacon at the First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a range of strategies and platform arrangements.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Charles Schwab in 2017, he worked for Fidelity Brokerage Services LLC from 2015 to 2017. 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 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 ongoing research and due diligence.

Stephen Sumner is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at Wells Fargo Bank and Wells Fargo Clearing Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of products, including security-based swaps and futures.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at FedEx, BYU Idaho, Towne Park Ltd., The Orange Peel, Captioncall, and Zumiez Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a diverse client base including charitable funds and registered investment companies.

Sheila Simpsen is a Planning Consultant at Fidelity Investments. She has been with Fidelity Investments since 2023, initially serving as a Transition Services Specialist before moving into the role of Investment Consultant in 2024. In 2025, she became a Planning Consultant, focusing on assisting clients in developing clear financial plans and helping them navigate towards their goals with resilience. Throughout her career at Fidelity, Sheila has built experience in financial planning and investment consulting. She works closely with clients to help them pursue their desired lifestyles through crafted financial strategies. Outside of work, Sheila spends time with her husband and their adult children. She has personal interests that include fitness, football, kayaking, pets, pilates, and traveling.

Parker Bow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at Fidelity since 2019 and prior work with Corporate Design Inc. and Southlake Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and fund-of-funds and employs systematic methodologies supported by oversight controls and AI-driven research.

Grant Scoggins is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to develop personalized retirement strategies that align with their goals, focusing on collaboration and clear planning to simplify complex financial decisions and create comprehensive retirement roadmaps that balance growth and protection. Grant has progressed through several roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, then advancing through Investment Solutions Representative I and II positions before attaining his current role in 2025. His experience reflects a sustained commitment to client service and investment solutions within the firm. Outside of his professional responsibilities, Grant has interests in fitness, food, football, social events with friends, golf, and music.