Jenny Don Carlos is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has 17 years of industry experience. Her prior roles include positions at Smh Capital Advisors, Inc. and Sanders Morris Harris Inc., where she worked for 16 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage diversified model portfolios.

Eric Keller is a ChFC® with 26 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2015. He is based in Fort Worth, TX. Keller holds Series 63 and Series 65 licenses and has worked within the First Command organization for over a decade. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using centrally managed model portfolios and third-party managers selected by its Investment Management Team and Wealth Portfolio Managers.

Justin Graves is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been associated with Princor Financial Services Corp and Principal Life Insurance Company since 2016. His outside business activities include involvement in insurance across multiple lines such as life, disability, health, group health, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Calli Mcbee is a financial advisor with First Command Advisory Services, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. She previously worked at Stock USA Execution Services, Inc. for six years before joining her current firm. Based in Fort Worth, TX, her career has involved roles focused on financial services and investment execution. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized investment team, emphasizing model portfolios and approved third-party managers within an employee-owned structure.

Timothy Meyers is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at First Command Financial Planning, Inc. since 2003 and its affiliate, First Command Advisory Services, since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

William Edmundson is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 65 and Series 63 designations and has 12 years of industry experience. His career has been exclusively with First Command entities since 2010. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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 offers both brokerage and advisory solutions.

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Judd Kearby is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has been in the industry since 2022, with prior work experience spanning banking and real estate-related roles. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Randy Cox is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with OSAIC and has operated his own practice, Cox Financial Group, since 2011. His career also includes nearly three decades with FSC Securities Corporation. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms and third-party managers.

Oliper Nherera is a financial advisor at Fidelity with Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, he worked at Albertson and served as a children’s services social worker for UK local authorities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jack Seitz is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to his advisory career, he was a student for 18 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Chloe Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked in various roles including event management at Crystal Oaks, where she manages and supports events at an event venue in Fort Worth, TX. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence. The firm’s process incorporates ESG criteria and focuses on recommending approved funds and strategies on a non-discretionary basis.

Tiara Flores is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she was involved in entrepreneurial ventures including operating Coffee Slut Guam LLC from 2020 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and oversee its investment strategies.

Ezekiel Green is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at DJS International Services, Inc. and G.A. Cox Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Winola Roy is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Joe Park is a financial advisor with Fidelity Investments, holding Series 63, Series 65, and Series 66 designations and bringing 29 years of industry experience. He has worked in various capacities at Fidelity since 1996, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive features such as registered commodity pool operations and formal advisory roles to multiple registered investment companies.

Alan Mccartney is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and AI tools in its research process.

Melissa Miller is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and 13 years of industry experience. She worked at Apex Clearing Corporation from 2012 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Anthony Bird is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity brokerage Services LLC since 2018. His background includes prior roles at Targus Associates, LLC and Mellow Mushroom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.