Jose Rios is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked in education with the University of North Texas and school districts in Denton and Arlington, Texas. 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Herbert Gates is a financial advisor with LPL Financial in Fort Worth, TX, holding the CFP® and ChFC® designations and over 53 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for more than 27 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Gilman is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at UBS Financial Services Inc and J.P. Morgan Securities. 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 from Wells Fargo Investment Institute and third-party sources.

Johnny Fowler is a financial advisor with Edward Jones in Keller, TX, holding CFP® and Series 63 and 66 designations and bringing 17 years of industry experience. His prior roles include positions at Integrated Advisors Network, TCG ADVISORS LP/HUB International, McElhenny Sheffield Capital Management, TD Ameritrade, and Fidelity. Fowler has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, with a nationwide network of advisors and branch offices supporting approximately $1.01 trillion in assets under management.

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.

Verkedric Vaughns is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He has worked at multiple firms including Strategic Advisers, LLC and Bank of America. Outside of his advisory role, Vaughns serves as a fan ambassador, assisting guests at events in Westlake, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Paul Dominguez is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supporting its large client base through a centralized and integrated operational structure.

Jeanmarc Chemla is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, he is involved in independent insurance brokering, focusing on disability income through Guardian Life. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Taahir Shaikh is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked at Fidelity as an Investment Management Consultant from 2021 to 2023 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity, he was a Personal Banker at J.P. Morgan Chase & Co from 2017 to 2019. In his current role, Taahir focuses on understanding clients' unique financial priorities and life experiences to provide tailored financial guidance. He collaborates with clients to develop personalized plans and discusses Fidelity's strategies to help them achieve their financial goals. He holds insurance licenses in Arkansas and California and is proficient in Arabic, Hindi, Spanish, and Urdu. Outside of his professional work, Taahir enjoys biking, board games, hiking, photography, traveling, and exploring food.

Kimberly Rodriguez is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and has prior experience with Endeavor Southlake OpCo LLC and R&T Roth Corporation LLC. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Michael Bow is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His experience spans providing financial consulting services and retirement solutions, with a focus on assisting high net worth clients in making and executing important financial decisions. He holds insurance licenses in Arkansas and California. Outside of his professional role, Michael enjoys family activities, fishing, outdoor adventures, and traveling.

Bikram Singh is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, Bank of America, and Merrill. He also has a role in financial oversight for MUUDE, LLC, an apparel and accessories business he owns. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from its Investment Institute with third-party analytics to support diversified investment strategies across brokerage and advisory solutions.

Joana Wright is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior work includes roles at Wells Fargo Bank, JP Morgan Chase Bank, LPL Financial, and Pegasus Bank. Outside of her advisory career, she works as a caregiver for autism patients. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Karol Ulloa is a financial advisor at Merrill with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Ulloa worked at Morgan Stanley Smith Barney LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ken Harris is an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on building client relationships to develop tailored retirement plans by understanding individual goals, concerns, and motivations. He aims to help clients feel confident in their retirement strategies. Ken has progressed through multiple positions at Fidelity Investments, including Investment Solutions Representative II and I, as well as a role focused on high-net-worth clients. Prior to Fidelity, he gained experience as a Customer Service Representative at Schwab Investments. His professional experience centers on investment solutions and customer relationship management within the financial services industry.

Brandon Garza is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His background includes roles at Fidelity Investments, First Bank Kansas, and Bethany College. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement in commodity pool operations, advisory roles to registered investment companies, and use of AI-driven research methods.

Amanda Willingham is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in insurance agencies and media, as well as involvement with the Apartment Association of Southern Colorado. Fidelity, through its Strategic Advisers LLC division, offers 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 and deliver model portfolios.

Eric Gregoire is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to understand their overall financial goals and needs, collaborating to develop plans that address both short-term and long-term savings objectives. Eric focuses on fostering strong client relationships and aims to provide valuable experiences through comprehensive financial planning. Eric has progressively advanced within Fidelity Investments, beginning his career there as a Customer Relationship Advocate in 2022. He was promoted to Investment Solutions Representative in 2023, then to Investment Solutions Representative II in 2024, before reaching his current role. This progression reflects his growing expertise in investment solutions and client engagement within the company.

Kenneth Davis is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios drawn from a broad universe of mutual funds, ETFs, and ETPs.

Shannon Reid is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of her advisory role, she has a partial 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.