Robbie Kuykendall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Museum Fabrication Group and was involved with 5th Gen Woodworks, LLC for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Ben Goehring is a financial advisor at Edward Jones in Ft Worth, TX, holding CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Oxford International. Outside of his advisory role, he is involved with Timarron Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

Joshua Snively is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, a charitable gift fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Andy Moreau is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Andy has extensive experience within Fidelity Investments, having held various positions since 2000. His roles have included Investment Management Consultant III, Senior Portfolio Specialist, Portfolio Specialist, Account Executive, Financial Consultant, Senior Investment Representative, Fixed Income Specialist, Investment Representative, and Service Trader. Outside of his professional responsibilities, Andy's personal interests include family activities, fitness, social events with friends, and parenthood.

Jonathan Smith is a financial advisor at LPL Financial in Fort Worth, TX, with 14 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC for four years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for various client types.

Vanessa Acevedo is an Investment Solutions Representative III at Fidelity Investments. In her role, she partners with clients to develop financial strategies that align with their goals and evolving needs throughout every stage of life. She assists clients in areas including building wealth, preparing for retirement, and living in retirement, helping them navigate important financial decisions with clarity and confidence. Vanessa has held various positions at Fidelity Investments since 2021, progressing from Defined Contribution Representative I to her current role. Her experience spans investment solutions and retirement brokerage services, providing her with a broad understanding of financial planning and client service within the investment industry. Outside of her professional work, Vanessa engages in family activities, social events with friends, outdoor adventures, and volunteering.

Jenna Malone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

John Geno is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. In his current role since 2017, he partners with clients to define their financial goals, make strategic investments, safeguard their wealth, and plan for income needs. Prior to this, he held various positions at Fidelity, including Portfolio Specialist, Fixed Income Specialist, Investments Representative, and Financial Representative. Before joining Fidelity, he was a Senior Financial Reporting Analyst at Capital Analytics from 2008 to 2011. John holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, he enjoys bowling, family activities, football, and soccer.

Xavier Nanez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes multiple roles at Texas Tech University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with registered investment companies.

Samuel Velarde is a financial advisor at J.P. Morgan Securities with four years of industry experience and a Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Fidelity Investments and held positions in various other industries including healthcare and retail. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Ellen Rheinlaender is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time under its predecessor Axa Advisors. Outside of her advisory role, she facilitates a mentorship group for young women beginning their careers and is involved in a family business distributing a published book. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and third-party asset management programs. The firm works extensively with LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions across discretionary and non-discretionary arrangements.

Edward Meinen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of advisory services, he operates Meinen Agency Inc., an independent insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a range of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

Caitlin Kraft is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked for the Hurst-Euless-Bedford Independent School District for 13 years. Outside of her advisory role, she is a passive investor in Salon Suite Solutions, LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, with a range of strategies from traditional to non-traditional investments.

Camryn Venters is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains roles as a registered commodity pool operator and advisor to multiple fund‑of‑funds.

Michelle Willingham is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Robert Hicks is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at First Financial Bank and spent eight years in the education sector. He also has a minor involvement with Dynata LLC unrelated to investment activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm offers discretionary and non-discretionary advisory work and serves multiple registered investment companies, with a notable use of systematic methodologies and oversight controls.

Clinton Sterling is a financial advisor at Fidelity with Series 66 and Series 63 certifications and two years of industry experience. Prior to joining Fidelity, he worked for nine years with Texas Air Authorities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Stephen Weah is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at IST and Sykes Enterprise. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and Charitable Gift Funds through discretionary and non-discretionary advisory services.

Emily Navaro is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, she held various roles including serving at Condado Tacos. Outside of her advisory work, she worked as a server at Condado Tacos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role to multiple registered investment companies.