John Boughton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles in both the military, serving in the Army National Guard since 2020, and various positions in education and materials handling. 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 portfolios that include mutual funds, ETFs, and ETPs.

Harrison Cancino is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he served in the U.S. Navy from 2018 to 2022. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

William Jones is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Investments since 2022 and 2025, respectively. Outside of his advisory role, he has been a partner at Sebastian Ventures, LLC, where he identifies and manages real estate investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Aditi Singla is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022, with prior experience at HGI and DFW Staffing. Outside of her advisory role, she is the owner and director of Ingenious Management Inc, a jewelry sales business based in Texas. Fidelity’s Strategic Advisers division provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios built from mutual funds, ETFs, and ETPs.

Ekua Anyanful is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Her prior experience includes roles at EDI Investment Advisor Corporation, WWK Wealth Advisors, Citigroup Global Markets, Citicorp Investment Services, and Chase Investment Services Corp. She holds an insurance license and offers life, health, disability, and long-term care insurance through her DBA, EA Wealth Management, where she serves as CEO. 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 solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Deonte Vanhook is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Bank of America N.A. and Merrill for ten years. Outside of his advisory role, he also works as a part-time driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory.

Andrew Rubinson is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Aeroblaze Laboratories, Fort Worth City Church, and XTO Energy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

David Shaver is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2010 with a brief tenure at PNC Managed Account Solutions from 2013 to 2016. Outside of his advisory role, he is active in his community as a worship pastor and music leader at local churches and is a part-time musician through his own enterprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven investment evaluations, offering both brokerage and advisory solutions.

Tyler Tredway is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. He also owns TJ Tredway, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Monica Dove is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2010 and has been self-employed since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Janet Schoenberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Raymond James & Associates, and Comerica Securities. Outside of finance, she is involved as a horseback riding instructor at Eagle Mountain Lake Equestrian Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Martin Anguiano is a financial advisor with Merrill in Fort Worth, TX. He holds a Series 66 designation and has experience working at several major financial institutions including JPMorgan Chase Bank, Bank of America, and Merrill. Prior to his finance career, he held roles in the food service industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christian Arechiga is a Financial Consultant at Fidelity Investments, a position held since 2010. With over 15 years of experience as a financial advisor, Christian focuses on helping clients nationwide develop thoughtful and sustainable financial plans tailored to their individual stories, values, and goals. Christian aims to provide clarity and support for long-term financial well-being. Christian holds insurance licenses in Arkansas and California. Outside of professional work, Christian is based in Texas and balances career with family life as a wife and mother to twin young adult daughters. Personal interests include baseball, fitness, golf, movies, and traveling.

Cullen Green is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with J.P. Morgan Securities since 2011 and has also worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Andrew Goucher is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds strategies.

Eric Andrews is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2016, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Connor Zmolik is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He previously worked at PMSI and Marcus & Millichap and has been with Fidelity since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Collin Day is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held roles at Granite Financial Group since 2010. Outside of his advisory work, he is involved as an educator with Women's Wealthnasium LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management with multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

John Brimer is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he participates in competitive drag racing at sanctioned events and serves as president of his public accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports customized investment strategies and access to various platforms, distinguished by its broad range of financial services and a large advisor network.

Matthew Gifford is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he teaches voice, piano, and guitar lessons as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.