Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Oliper Nherera is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Albertson and served as a children services social worker for UK local authorities. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including model portfolios for intermediary platforms.

Christa Miller is a Series 66 licensed financial advisor with Edward Jones, based in Colleyville, TX, and has three years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Prosperity Bank, and she currently serves as a trustee for The Miller Family Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

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 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Coast360 Federal Credit Union and was involved in entrepreneurial ventures including Coffee Slut Guam LLC and Flip Flop Shops. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Ezekiel Green is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he worked at DJS International Services, Inc. for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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 at Fidelity with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at various Fidelity entities since 1996. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating to sub-advisers and employing systematic methodologies and long-term asset allocation benchmarks.

Alan Mccartney is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charles Hallam is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 12 years before joining Wells Fargo in 2016. His outside activities include serving as an officer of KAH3 Enterprises, LP, a business primarily owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

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.

Dennis Ramos is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Overstock Vehicles, Black Gold Harley Davidson, Giuliani Cattle Company, and Tullett Prebon Holdings. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Korey Rogers is a CFP®-designated financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lord, Abbett & Co. LLC. Rogers is also involved with 728b Ranch, LLC, a business entity unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Colton Good is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at Guardian Life Insurance Company and work in political offices supporting Congressman Jodey Arrington. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning services.

Kimberly Sanchez is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2022. Outside of her advisory role, she is involved as an independent contractor with Amway Corporation and operates an Airbnb-style rental home through her sole proprietorship, FKJ Covenant Enterprise LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also offers advisory roles to registered investment companies and employs systematic methodologies to develop model portfolios.

Donald Ravens Miraglia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo in various capacities since 2003, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Brian Treger is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in the financial services industry, having joined Merrill Lynch in 2015 after 14 years at A.G. Edwards (now Wells Fargo Advisors). In his current role, Brian serves a diverse client base including individuals, families, business owners, and corporate executives, providing wealth management and retirement planning services. His expertise includes retirement income planning, wealth preservation, portfolio management, business succession, and multigenerational wealth transfer strategies. As a Portfolio Manager, Brian develops and manages personalized investment solutions that incorporate individual stocks and bonds, model portfolios, and third-party strategies. He also offers services such as tax loss harvesting and liquidity event planning. Brian holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's degree from Texas Christian University and is a member of the TCU Clark Society. He has been involved with the Fort Worth University Little League as a board member. Brian lives in Fort Worth with his wife and three children, and enjoys spending time with his family, golfing, and skiing.