Keegan Murphy is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes service in the United States Army and roles in various retail and hospitality companies prior to joining Fidelity in 2020. Fidelity's Strategic Advisers LLC offers 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves distinctive roles such as commodity pool operator registration and advisory services to multiple funds.

Donna Alberts is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Rita Wright Oujesky is a financial advisor with Raymond James & Associates in Richland Hills, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside retail advisory services.

Richard Mcdaniel is a CFP® with 20 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. He serves as a power of attorney and guardian for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Fernando Ruiz Puig is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at The House Fort Worth and Grow Plant Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research combined with quantitative and algorithmic methods. The firm serves multiple registered investment companies and delivers portfolios to intermediary platforms.

Jacqueline West is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Outside of her advisory work, she is a co-owner of family rental properties in Texas. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies through its Select Portfolio Solutions program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Grant McGuire is a CFP® and CFA® with 11 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services from 2016 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer Shields is a financial advisor at Merrill with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1991. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ryan Marquardt is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of 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 manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Robert Williams is a CFP® with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2003. Williams also has experience as an independent advisor. Outside of his advisory work, he is involved in managing private rental property investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and recommends funds and strategies approved through its internal review processes.

Terri Lynn Singletary is a financial advisor with Wells Fargo Clearing in Midland, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 1994. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Rachel Florence is a financial advisor at Robert W. Baird & Co. based in Fort Worth, TX, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Fauxcades Inc. from 2016 to 2021. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, overlay management, and tax-management techniques, supported by internal research and tools including artificial intelligence, to deliver investment advice.

Betty Jo Hutton is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2018 and has served in various capacities including Financial Consultant and Investment Solutions Representative. Prior to entering finance, she worked as a teacher at Mansfield Independent School District. In her current role, Betty Jo focuses on helping clients navigate important financial decisions by taking an educational approach to financial planning. She aims to simplify financial concepts and empower clients to create and implement confident financial plans. Betty Jo holds an Arkansas Insurance License. Outside of work, she enjoys reading and traveling.

Blake Baldwin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Jones Lang LaSalle and attended Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, research-driven process that includes ESG considerations. The firm operates within the broader J.P. Morgan organization and offers customized investment solutions on a non-discretionary basis.

Christopher Alvarez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank and Comerica Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to support its diversified investment approach.

Dan Wakin is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at firms including CUSO Financial Services, Income Advisors, R & D Assets, and operated Dan Wakin Allstate from 2011 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Michael Gaetano is a financial advisor at Stifel with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Stifel, he held positions at Wells Fargo Clearing, Charles Schwab, TD Ameritrade, Crumbl, and Nordic Security Services. He is also the owner of Celtic Family Finance LLC and serves as a notary for Stifel, notarizing documents for clients. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Bradley Jones is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Robert Baird & Co. since 2015. Outside of his advisory role, he serves as a substitute worship leader at University Baptist Church. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and non-traditional investment strategies.

Mark Elledge is a financial advisor with Ameriprise in Weatherford, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he serves on the Board of Directors for the Lone Star Region of the Plymouth Owners Club. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-reviewed processes to deliver tailored retirement income strategies, primarily for clients holding assets in Ameriprise-managed accounts.

Micah Beth is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Micah collaborates with clients to understand their financial goals and develop tailored financial plans aligned with their unique circumstances and objectives. Micah's experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2025, Investment Solutions Representative 2 in 2024, Investment Solutions Representative 1 from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects a broad range of experience within the company in client-facing and investment-related positions.