Todd Love is an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their financial goals and provides personalized investment guidance tailored to their unique needs. He employs a consultative approach to deliver insight, education, and ongoing support to help clients make informed decisions and build long-term relationships founded on trust, integrity, and service. Todd's professional experience includes progressive roles at Fidelity Investments, starting as an Investment Solutions Representative I in 2025 and advancing to his current position in 2026. Prior to that, he served as a Financial Service Representative at Charles Schwab and worked as a Loan Consultant at Caliber Home Loans from 2021 to 2023.

Aaron Dunda is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at First Command Advisory Services, First Command Financial Planning, Inc., and First Command Financial Services for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to proprietary and third-party research and model portfolios.

Chelsea Alexander is a financial advisor with Ameriprise in Aledo, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Bank of America and Merrill before joining Ameriprise in 2019. Alexander serves on the Board of Directors at Texas Christian University. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Heath is a financial advisor with Equitable Advisors in Lewisville, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and maintains a side business under the name Seebeck & Associates. Additionally, he works as an Uber driver. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Morgan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and Amazon.com Services LLC, as well as entrepreneurial experience with Tidalwave Auto Spa. He has also held teaching roles at multiple educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of an IRS-qualified Charitable Gift Fund and registered investment companies. 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, with delegated management and oversight to address potential conflicts of interest.

Trevor Hoyt is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Actum Wealth Advisors, Geneos Wealth Management, Advanced Financial Planning, and Prudential Insurance. Outside of his advisory work, he has a church assignment within the Church of Jesus Christ of Latter-day Saints involving the handling of tithing envelopes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Truvillion is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, ID Life, 24 Hour Fitness, and Advocare International. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommended strategies.

Samuel Bustamante is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Amazon, TD Ameritrade, Milestone Church, and Texas Trust Credit Union. Outside of his advisory work, he is the owner and chief designer of Elevated Design & Naturescapes, a design consulting business. 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 systematic portfolio construction.

Jennifer Curtis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Morgan Stanley Private Bank, Bank of America, Merrill, and Equinox. Curtis is based in Fort Worth, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mark Mccauley is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity in various capacities since 2007. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs while overseeing sub-advisers and addressing conflicts of interest.

Kari Riis is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior experience includes a role at Mr. Cooper / Nationstar Mortgage LLC and six years at Campus Box Media. 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 combines proprietary research with quantitative analysis and systematic methodologies, and it has a formal advisory role to multiple registered investment companies and fund-of-funds.

Abdoulie Saye is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at TD Ameritrade and Nestle Waters. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Brian Mccormick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His career includes over two decades at Citibank and several years with Fidelity Brokerages Services LLC before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Deanna Andrews is a financial advisor with Ameriprise in Granbury, TX, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Aon, plc and Higginbotham. Outside of her advisory role, she serves as a choral scholar at Broadway Baptist Church, participating in rehearsals and worship services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Matthew Bowles is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Legacy Housing, The Funky Door, Take 5 Oil Change, Uber, and Wildwood Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Steven Marshall is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Fidelity entities since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs.

Lori Richards is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2018, progressing through various positions including Financial Associate, HSA Service & Planning, Fixed Income Specialist, Investment Solutions Representative II and III, and Financial Consultant 1. Her professional experience spans multiple areas of financial services, including fixed income, investment solutions, and health savings account planning. Lori holds insurance licenses in Arkansas and California. Outside of her professional work, Lori enjoys spending time at the beach, camping, and playing soccer. She is also a pet owner.

Armando Iglesias is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Tyler Dixon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual and multiple positions at Southern Methodist University. 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. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes formal governance and proxy-voting procedures in its advisory activities.