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 at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at First Command Advisory Services and its affiliated entities from 2012 to 2026. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

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 Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Michael Morgan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and Amazon.com Services, and he has involvement with Tidalwave Auto Spa. 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 manage diversified portfolios and model offerings.

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 roles include positions at Actum Wealth Advisors, Geneos Wealth Management, Prudential Insurance, and the U.S. Senate. He is also involved in a church assignment with the Church of Jesus Christ of Latter-day Saints, where he assists with handling tithing contributions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides customized retirement planning and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and external data within a managed account framework tied to Ameriprise-affiliated investment options.

Mark Truvillion is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked for ID Life and spent 15 years at Advocare International prior to his current positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative screening and qualitative research to offer written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Samuel Bustamante is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Amazon, TD Ameritrade, Milestone Church, and Texas Trust Credit Union. Outside of finance, 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 retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Mark Mccauley is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, while providing model portfolios through intermediary platforms.

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 Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at TD Ameritrade and Nestle Waters. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and AI-driven research tools.

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.

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 credentials and has worked in various Fidelity divisions since 1996, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across 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.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Eliseo Armijo Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Valet Living, Screen Tex, and McMahan's Flooring Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and adviser to multiple registered investment companies, utilizing systematic approaches and AI in its investment process.