Jennifer Shields is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lourcey is a financial advisor with LPL Financial based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera, Walton Lourcey Wealth Advisors, and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

Erin Kolp is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Carnegie Homes for five years and Endeavor Wall Homes for thirteen years. Outside of her advisory role, she is a consultant for Rodan + Fields, assisting clients with product orders and inquiries. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

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.

Colton Morgan is a Planning Consultant at Fidelity Investments. He currently partners with clients to enhance the efficiency of their financial plans and support them in achieving their financial goals. He has been with Fidelity Investments since 2020, serving in roles including Workplace Planning Consultant from 2020 to 2024, Central Relationship Manager from 2024 to 2026, and Planning Consultant from 2026 to the present.

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.

Jamahl Williams is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following three years at Edward Jones and over a decade at Ottobock Healthcare. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, while also serving in roles such as commodity pool operator and advisor to multiple fund-of-funds.

Cade Wolston is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2014. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Raymond Fitzgerald is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked across multiple divisions within Fidelity since 2003, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios for intermediary platforms, distinguishing itself through its use of algorithmic methods and formal advisory roles to registered investment companies.

Kelli Vibert is a financial advisor at Fidelity with 22 years of industry experience. She holds a Series 66 designation and has worked in various capacities at Fidelity since 2013. Outside of her advisory role, she is a partner in Vibing Lifestyle LLC, where she contributes to writing and curating blog and social media content focused on travel research. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs with oversight of sub-advisers and conflict-of-interest evaluation.

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.

Mikaela Spicer is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Gaetano is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Charles Schwab, TD Ameritrade, and Nordic Security Services. Outside of his advisory work, he is the owner of Celtic Family Finance LLC and serves as a notary for Stifel, notarizing client documents. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jeremy Pullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and was employed by Texas Rangers Baseball, LLC for ten years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized performance reporting through a non-discretionary advisory program.

Anthony Vasquez is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. Before joining Fidelity, he worked at Nebraska Furniture Mart and Marco’s Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.