Stephanie Bell is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. Her prior work includes roles at Go Health, California Baptist University, Door Dash, and Brenner Fiedler and Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, multi-manager fund structures, and formal advisory roles to registered investment companies.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

John Storer is a financial advisor at Merrill with a Series 66 credential. He has held positions at multiple firms including Northwestern Mutual and Bank of America. He has also worked in educational environments at Texas Christian University and secondary schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Courtney Brown is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios. The firm also serves in advisory roles for multiple registered investment companies and integrates advanced methodologies, including AI, in its investment research.

Katie Andrews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, she worked at FedEx Office and American Solutions for Business. Fidelity’s Strategic Advisers LLC 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Nathaniel Laplante is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he served in the United States Army from 2019 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and use of algorithmic portfolio construction. The firm integrates proprietary research with quantitative analysis and delegates management to sub-advisers while overseeing share class and allocation decisions.

Gregory Gibson is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked as an independent contractor for GOAT, a sneaker reselling platform, and DoorDash. 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 using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ricardo Lira is a CFP® professional with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at TMX Finance for five years. Lira is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Cayden Germany is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked at Ellis & Ellis Law Firm and was involved with youth-focused organizations including Tulsa YouthWorks and the Flower Mound Youth Sports Association. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Brewer is a financial advisor at Edward Jones holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates a nationwide network of financial advisors and branch offices.

Blake Chelf is a Financial Consultant at Fidelity Investments, bringing with him a progressive career within the company since 2020. He has held multiple roles at Fidelity, including Investment Management Consultant I and II, as well as Investment Solutions Representative. Prior to joining Fidelity, Blake worked as a Financial Advisor at Raymond James & Associates from 2019 to 2020 and as a Retirement Plan Consultant at ANEW 401k TPA, LLC from 2016 to 2019. In his current role, Blake partners closely with clients to develop personalized financial plans that align with their unique goals. He emphasizes understanding clients' priorities, concerns, and financial needs to build relationships grounded in trust, guiding them toward informed financial decisions. Blake holds insurance licenses in Arkansas and California.

Skylar Mccauley is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and possessing five years of industry experience. Prior to joining Fidelity, Mccauley gained work experience in various roles including at Walgreens Pharmacy and the University of North Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Alex Gelb is a financial advisor at Fidelity with 27 years of industry experience. He has held roles at Northwestern Mutual Investment Management, 1st Global Advisors Inc, and UBS Financial Services prior to joining Fidelity. Gelb holds Series 63, 65, and 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating model portfolios delivered to intermediary platforms.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo Advisors Financial Network and Edward Jones. In addition to his advisory role, he owns an event planning and venue business, Royal Arrival, and serves on the Corsicana City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

Beau Floyd is a financial advisor at Fidelity Investments with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase and the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies and AI-based tools in portfolio management.

Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations, with recommendations potentially incorporating ESG criteria.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. Before entering finance, she worked in education at several schools and was employed at Sumo Sushi from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports advisory programs through a large network of affiliated advisors.

Erin Kazmer is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a role at American Airlines Credit Union before joining Fidelity Brokerage Services LLC, where she has worked since 2017. 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 deliver model portfolios and manage fund advisory roles.