Shannon Reid is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Wells Fargo Bank since 2012 and joined Wells Fargo Clearing in 2018. Outside of her advisory role, she holds a 25% ownership interest in a farmland rental property in Crosbyton, TX. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Averett is a financial advisor with Cetera in Fort Worth, TX, holding a CFP® designation and Series 63 and 66 licenses, with 13 years of industry experience. He previously worked with Avantax Advisory Services and operates Averett Financial, LLC, a tax preparation and accounting firm. Averett is also a partner at Canopy Wealth Strategies, providing financial planning and tax planning services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment options, managing over $256 billion in assets with more than 10,000 advisors.

Matthew Brown is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He has held prior roles at Sam Houston State University and has worked in various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a process that integrates fundamental research with quantitative analysis and utilizes algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Mary Grace Pidgeon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Deloitte & Touche LLP, Opportune LLP, and 3E Management LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

William Duhon is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Axa Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, and is noted for its use of systematic methodologies, delegated sub-advisers, and integration of AI and algorithmic tools in its investment process.

Brandon Nguyen is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he was affiliated with the University of Texas at Arlington and had business involvement with Mr Wok. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of model portfolios and AI-driven methodologies.

Lucy Benschoter is a Planning Consultant at Fidelity Investments, where she works to empower individuals and families to take control of their financial futures. She serves as a trusted advisor, helping clients define and pursue their goals through personalized strategies that align with their values and life aspirations. Lucy has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Workplace Planning Associate. Her experience at the firm has provided her with a broad understanding of financial planning and client relationship management. She holds an Arkansas Insurance License. Outside of her professional work, Lucy enjoys cooking and baking, exploring food, running, and traveling.

Brooke Reeb is a financial advisor with J.P. Morgan Securities LLC based in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2017, she worked for Crestline Investors, Inc. from 2015 to 2017. Outside of her advisory role, she is a partner and owner of Trinity River Distillery and serves on the Board of Governors for the Texas Ballet Theater. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 in its investment recommendations.

Catherine Coleman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a board member and treasurer of the Moms of Minerva at Sigma Alpha Epsilon - Texas Beta Chapter. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement traditional and complex investment strategies.

Gregory Price is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo Bank and its affiliates since 2013. He is based in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS‑driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Delia Aderoju is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management for three years and has a background at DXC Technology. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, delivered as either one-time or ongoing engagements without portfolio management for institutional clients.

Kristin Stanley is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services and employs a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Daniel Koech is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Quest Diagnostics, Toyota of Dallas, Uber, and University Hospital. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Cierra Stewart is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her background includes roles at Walmart, Baylor University, and First Convenience Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Elisabeth Dahlstrom is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Workplace Planning Consultant before advancing to her current role in 2024. Elisabeth focuses on providing clients with the tools, knowledge, and support necessary for effective financial planning. Her professional experience centers on empowering clients to make informed decisions and work towards their financial goals. Elisabeth is dedicated to partnering with clients to help them realize their vision for both the present and the future. Outside of her professional work, Elisabeth has personal interests that include food, social events with friends, and traveling.

Trey'von Webster is a financial advisor at Fidelity with Series 63 and 66 licenses and five years of industry experience. His prior work includes roles at NBCUniversal and as a lead musician at River of Life Christian Ministries, where he continues to serve in an unpaid capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and advanced technologies in portfolio management.

Scott Oneal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Lee Hosler Jr. is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2000. Outside of his financial career, he was involved with Spunky Huester Designs from 2018 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and undertakes advisory roles to multiple registered investment companies.

Karlee Hale is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at TIAA and TIAA Bank. Outside of finance, she has been involved with Sister STEM Co., a separate business venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Jarrod Lux is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative methods, including algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.