Abel Ranjel is a Financial Consultant at Fidelity Investments, where he has been working since 2015 in various roles. His experience at Fidelity includes positions such as Planning Consultant, Relationship Manager, and High Net Worth Service Associate, reflecting a progressive career focused on financial consulting and client relationship management. As a CERTIFIED FINANCIAL PLANNER™, Abel partners with local families to help them make informed financial decisions tailored to their individual goals and backgrounds. He is committed to ensuring that clients understand all available options to confidently make impactful decisions for their families. Outside of his professional role, Abel has interests in baseball, cooking and baking, football, parenthood, and pets.

Erin Mellott is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation. Her prior work includes multiple roles at Bar Louie and The Melting Pot before joining Fidelity. 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 with a focus on model portfolios using mutual funds, ETFs, and ETPs.

Justin Townsend is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2007. 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 broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and centralized due diligence.

Nathan Alexander is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 1998. He partners with families to build, preserve, and transfer their wealth, utilizing available resources to help clients work towards their financial goals. Nathan has held the position of Vice President, Financial Consultant since 2005. Prior to that, he served as an Account Executive at Fidelity Investments from 1998 to 2005. He holds insurance licenses in Arkansas and California.

Colin Fuller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He focuses on helping clients create comprehensive financial plans aimed at building, preserving, and transitioning wealth. Colin works to understand the financial and personal goals of his clients and collaborates with them to develop strategies that support their objectives both now and in the future. Colin has been with Fidelity Investments since 2016, progressing through roles including Investment Sales Associate, Regional Investment Consultant, and Investment Consultant before becoming a Financial Consultant. His experience spans client advisory and investment consulting within the firm. He holds an Arkansas Insurance License, which supports his work in providing financial consultation and planning.

Bibhor Regmi is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Atlas Capital Trade and the USPTO within the Department of Commerce. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios.

Michael Palmer is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior work includes roles at J.P. Morgan Securities and BBVA Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market models.

Jesse Dax is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amberly Thurston is a CFP® professional with eight years of experience in financial advisory, currently practicing at OSAIC in Fort Worth, TX. She has been with Royal Alliance Associates since 2016. In addition to her advisory role, she provides insurance solutions through a related insurance agency. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and tools, supporting both discretionary and non-discretionary portfolio management.

Heather Chandler is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is designated as the future executor of an estate. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Ian Salazar is a financial advisor with Fidelity in Fort Worth, Texas, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his advisory role, he sold vintage clothing on eBay as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and multi-manager fund structures.

Phillip Elder is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as earlier positions in education at the University of Texas at Arlington and Denton Independent School District. 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 employs a combination of fundamental research and quantitative analysis to construct algorithm-driven model portfolios across mutual funds, ETFs, and ETPs.

Luke Harper is an Investment Solutions Representative III at Fidelity Investments. He currently assists individuals and families in developing personalized financial strategies aimed at meeting their evolving goals. Luke focuses on understanding each client's unique needs to provide guidance, education, and ongoing support for confident financial decision-making. He has been with Fidelity Investments since 2022, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I and II, before his current position. His experience centers on building long-term client relationships and delivering service that helps clients navigate financial opportunities and challenges. Outside of his professional responsibilities, Luke's personal interests include beach activities, camping, cooking and baking, snowboarding, and traveling.

Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Ausdal Financial Partners, Inc. Outside of his advisory role, Mc Mellian is an owner and influencer at McBets, LLC, where he writes articles and conducts research related to sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Lorica is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Fidelity in various roles since 2007. Outside of his advisory work, he is a silent partner and capital provider for a business process outsourcing company based in Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and provides advisory services including discretionary management and model portfolio delivery.

Angel Ramirez is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked in logistics and marketing roles at Revit Logistics, Vantage Marketing, and PTC Air Freight. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, its registrations with the CFTC and NFA, and the use of advanced methods such as AI in its research processes.

Antonio Massagli is a financial advisor with Fidelity Investments in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Carvana LLC and the Texas Department of Public Safety. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a diverse range of investment vehicles.

Grace Heid is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked as a talent scout and independent contractor for the New York Film Academy, evaluating performances for admission and scholarship potential. 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 to manage portfolios including mutual funds, ETFs, and ETPs.

Joshua Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in providing personalized financial guidance. Since beginning his career at A.G. Edwards in 1996, he has worked with affluent clients, retirees, business executives, and professionals, particularly in the oil and gas industry. He specializes in executive compensation, family wealth management strategies, small business strategies, tax minimization, and retirement income planning. Joshua earned a Bachelor's degree in English from Texas Wesleyan University and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His approach emphasizes understanding clients’ unique financial situations, goals, and family dynamics to develop customized strategies. Joshua manages business development and investment management, focusing on thorough analysis and client-centered service. Outside of his professional role, Joshua lives in Fort Worth with his wife and son. He is a member of Colonial Country Club and enjoys golfing, running, hiking, skiing, reading, and cooking.