Kianna Estacion is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she held various roles including positions at University of North Texas and work in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and quantitative analysis. The firm is notable for its advisory roles to registered investment companies, use of algorithmic research methods, and formal governance procedures.

Adrian Immel is a Financial Consultant at Fidelity Investments, where he helps individuals and families develop personalized financial planning strategies aimed at supporting their long-term goals. He focuses on wealth building, retirement planning, and managing investment risk through a disciplined, planning-first approach. Adrian has held several roles at Fidelity Investments, including Planning Consultant since 2025, Investment Consultant from 2023 to 2025, and Financial Representative from 2022 to 2023. He offers appointment availability beyond traditional business hours to accommodate client needs.

Aadya Ahuja currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, Aadya collaborates with clients to develop comprehensive financial plans aimed at achieving both short- and long-term goals. Aadya is dedicated to assisting clients throughout their financial journeys and fostering strong relationships through tailored solutions. Aadya has progressed through various positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, then advancing through roles as Investment Solutions Representative I and II before reaching the current position. This experience reflects a continuous commitment to supporting clients' investment needs. Outside of professional responsibilities, Aadya has interests in board games, cooking and baking, fitness, playing musical instruments, caring for pets, and traveling.

Cole Stephenson is a Planning Consultant specializing in investment consulting. He partners with clients to understand their financial goals as well as their values and aspirations, aiming to create financial plans that support long-term success. He has been with Fidelity Investments since 2023, starting as a Financial Representative before advancing to his current role as an Investment Consultant in 2025. His professional experience centers on client-focused financial planning and investment strategies. Outside of his professional work, Cole engages in interests including cars, football, golf, lake activities, outdoor adventures, and spending time with pets.

Sushen Sehgal is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services and related entities from 2019 to 2021. He also engages in property investment as the sole proprietor of Prithvi Capital Holdings, focusing on researching long-term investment opportunities. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios that integrate mutual funds, ETFs, and ETPs.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and totaling 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in several family-related business interests including partnerships in biotech research firms, commercial real estate, and a CPA firm. 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 range of financial planning and investment management services through a large network of advisors, using model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Leanda Pringle is a financial advisor at Wells Fargo Advisors in Irving, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. She has spent the majority of her career with Wells Fargo Clearing Service in various roles since 2011. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with discretionary implementation through its brokerage or advisory programs as clients choose.

Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Jason Cargill is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, LPL Financial, and Mutual Advisors. He also serves as a Non-Public arbitrator, sitting on panels to hear cases. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carl Lok is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to this, he was employed at TD Ameritrade and JP Morgan Securities LLC, and he was involved with MJSA Inc, operating Asia Bowl & Grill for 16 years. 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 relationships with access to discretionary separately managed accounts and offers strategic asset allocation supported by research from its Center for Financial Research.

Matthew Friday is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.

Ashley Jesko is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for five years. Outside the financial industry, she has been involved with Sharkey Cuts for Kids, where she handles appointment scheduling and customer service. Charles Schwab 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed guidance and a centralized operational structure.

Amparo Mauricio is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Bank of America. Mauricio is based in Westlake, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Jared Ottmers is a CFP® professional with 18 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2015. In addition to his advisory role, Ottmers owns Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Alexander Ranieri Jr. is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Fidelity. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Adel Nasser is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, the University of Texas at Dallas, and Apple. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Shelton is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investment Solutions and Fidelity Investments, as well as experience in the automotive sector with Sewell Fleet Management and Automotive Resources International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.