Charles Tucker is a financial advisor with Fidelity Investments, holding a Series 66 credential and four years of industry experience. His prior roles include a decade at Wells Fargo Bank, NA, and a year at Wells Fargo Clearing. Outside of finance, he performs as a drummer in live music bands based in Denton, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic construction. The firm serves various investors and employs systematic methodologies alongside oversight of affiliated sub-advisers.

Joseph Catalano is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Fidelity Investments since 2012. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios employing mutual funds, ETFs, and ETPs, with oversight of sub-advisers and a focus on addressing conflicts of interest.

Linda Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held positions at Rainbow Pharmacists Services, Ballpark Pharma Inc, Green Oaks Pharma Inc, and Care Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and employs systematic methodologies to develop model portfolios.

Keith Tarango Lopez is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at two State Farm agencies and various other companies before joining Fidelity. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Edward Byrd is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and 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, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Tiffany Smith is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. since 2012. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, where she manages bookkeeping and annual tax filings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Bedford is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Fidelity since 2005 and currently works out of Westlake, TX. Outside of his advisory role, Bedford is engaged in painting and sells his artwork on eBay, in addition to creating how-to videos on YouTube. 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 integrates proprietary research with quantitative and algorithmic methods, including the use of AI, to construct portfolios from mutual funds, ETFs, and ETPs.

Aubrey Wolfe is a financial advisor with Wells Fargo Clearing in Keller, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. Wolfe has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, he serves as an executor for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Cheatheam is a financial advisor with Wells Fargo Clearing in Allen, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven process incorporates modern portfolio theory and offers both discretionary and non-discretionary options, including insurance-related investment vehicles and bank deposit sweep programs.

Lincoln Hirsch is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2019. Throughout his career, Lincoln has focused on understanding client preferences, needs, and goals to develop tailored financial strategies. His approach involves a structured process to guide clients toward their financial objectives, emphasizing trust, reliability, transparency, and value. He holds insurance licenses in Arkansas and California.

Francisco Zapata Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tristan Montgomery is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in banking with JPMorgan Chase in 2008 and transitioned to wealth management in 2016, where he works closely with Michael Hasbach. His responsibilities include handling new account openings, managing client service requests, and connecting clients with other partners within Merrill for services such as lending and banking. Tristan holds the Personal Investment Advisor (PIA) designation. Tristan earned a bachelor's degree in Economics from Michigan State University. Originally from Detroit, Michigan, he relocated to Texas shortly after graduation and currently resides in Fort Worth with his wife and five children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tristan enjoys spending time with his family, attending children's sporting events, participating in church activities, exploring new restaurants, and traveling. His personal interests also include basketball, bowling, football, pickleball, reading, table tennis, tennis, and watching movies. He applies a family-focused philosophy to his client relationships, aiming to help clients pursue their financial goals and live life to the fullest.

Jeremy Williams is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments for 16 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Warren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 certifications and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. 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 across mutual funds, ETFs, and ETPs. The firm also manages relationships with affiliated and unaffiliated sub-advisers and serves as an advisor to multiple registered investment companies and fund-of-funds.

Heath Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to help plan, manage, and grow their wealth while providing service that includes building and establishing relationships. Prior to his current role, Heath held positions at Fidelity Investments as an Investment Solutions Representative from 2024 to 2025 and as a CRA from 2023 to 2024. Before joining Fidelity, he worked as an Associate Wealth Planner at Steward Wealth from 2021 to 2023. Heath's professional experience spans various roles in investment consulting and wealth planning, focusing on client partnership and wealth management. Outside of his professional life, Heath has personal interests that include fishing, fitness, pets, soccer, surfing, and tennis.

Eric Moreno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In his current position, he partners with clients through a collaborative, client-directed approach to develop strategies that align with their goals and contribute to a high-quality client experience. Eric holds insurance licenses in Arkansas and California. His professional focus includes financial planning and client consultation within the insurance domain. Outside of his professional work, Eric enjoys activities such as football, social events with friends, hiking, music, and running.

Casey Bello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Casey held various roles including community engagement with the Saint Charles Park District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios built from mutual funds, ETFs, and ETPs.

Erik Flores is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he assists clients and their families in planning for important financial decisions. Prior to his current position, he held the roles of Central Relationship Manager and Client Service Help Desk representative at Fidelity Investments from 2021 to 2026. Erik's professional experience encompasses client service and relationship management within the financial services sector. Outside of his professional career, Erik has interests in baseball, cooking and baking, football, movies, and pets.

William Ellis Jr. is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Ellis serves as president of Fort Worth Business Professionals and holds board and committee positions with several community organizations, including Big Brothers Big Sisters Tarrant County and Ducks Unlimited. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model with a focus on tailored client services and a variety of advisory program structures.

Jenna Hill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in mortgage lending and operated a small custom gifts business, JhettSetter Creations LLC, which creates accessories and event signage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies along with affiliated investment products and fiduciary services.