Andrew Almy is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2011. He has held roles including Account Executive, Financial Consultant, and currently serves as Vice President, Wealth Planner. In his role, he partners with affluent families to create personalized financial plans. Andrew's professional experience is rooted in wealth planning and financial consulting, with a focus on building lasting relationships with clients. His tenure at Fidelity Investments spans over a decade, reflecting his ongoing commitment to the field. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Jana Walker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she served five years in the United States Marine Corps and has worked at several firms including Bell Helicopter and UT Arlington. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and model portfolios.

Dillon Duren is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and the wealth management team to co-create comprehensive plans aimed at helping clients achieve their financial goals. Dillon has held multiple positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2025, Investment Solutions Representative from 2020 to 2022, Central Relationship Manager in 2020, and Customer Relationship Advocate from 2019 to 2020. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dillon is engaged in family activities, social events with friends, golf, parenthood, and caring for pets.

John Williams is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Before joining Fidelity, he worked in the hospitality and HVAC industries. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dang Le is a financial consultant at Fidelity Investments with over three decades of experience at the company. He works closely with clients to develop comprehensive financial plans aimed at enhancing their confidence during market fluctuations. His career at Fidelity Investments spans multiple roles, including positions as a Relationship Officer, a member of the Fidelity Workplace Solutions team, and involvement with Fidelity Private Access and Brokerage Trading. Through these roles, he has gained extensive experience navigating various market conditions alongside his clients. Dang holds insurance licenses in Arkansas and California.

Richard Dow is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 63 and Series 66 designations and has six years of experience at Charles Schwab, preceded by roles at The Ritz-Carlton, Liberty Mutual Insurance, and Marriott International. Charles Schwab serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Barnabas Omejia is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Outside of his advisory work, he operates a luxury car rental business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Benny Macias is a Planning Consultant at Fidelity Investments. He currently serves clients by helping them build strong financial foundations for their future. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional life, Benny enjoys spending time with his family and engaging in activities such as golf, fishing, baseball, and boating. He is married and enjoys going on adventures with his wife and son.

Javier Garcia is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked for Mr. Cooper Mortgage LLC for ten years before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI in its investment process.

Christopher Sanchez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, along with service in the US Army Reserves. Outside of finance, he has worked in higher education at The University of Tampa and in the hospitality industry at Texas de Brazil. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary portfolio management, supported by multi-asset model portfolios and alternative investment options.

Brandon Dillman is a financial advisor at Edward Jones in Roanoke, TX, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse client types such as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and 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.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. Charles Schwab serves 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 combines non-discretionary client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Shanth David is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at several firms, including Avantax Investment Services and Merrill, prior to his current role at Cetera. Cetera Investment Advisers LLC serves a diverse client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Kayla Herron is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked in education-related roles with Plano ISD and Irving ISD. She is a part-owner of Birdhouse Vacation Homes LLC, which operates short-term rental properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Sydney Webb is a financial advisor at Fidelity with one year of industry experience. Before joining Fidelity Investments in 2025, Webb worked for Texas A&M University Transportation Services and was involved with Hideout Burgers Mansfield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm is notable for its role as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of advanced technologies such as AI in portfolio management.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Binod Rijal is a financial advisor with Merrill in Irving, TX, holding Series 63 and Series 66 credentials and has 19 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he contributes freelance articles on topics such as philosophy, politics, and personal experience to newspapers and journals. 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, and institutional investors.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles at Republic Finance, MK Empire Realty, and Stars & Spirit. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing portfolios that use a combination of fundamental research, quantitative analysis, and algorithmic construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic investment methodologies.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shelby Griffing is a financial advisor at Charles Schwab with eight years of industry experience. Prior to joining Schwab in 2018, Griffing worked at TD Ameritrade for three years and was employed at Luna Grill from 2016 to 2018. Griffing holds the Series 63 and Series 65 designations. Charles Schwab serves 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment process.