Jennifer Monaco is a CFP®-certified financial advisor with 16 years of industry experience, currently with Wells Fargo Clearing since 2018. Prior to that, she worked at Bank of America, N.A. from 2011 to 2018. She holds Series 63, 65, and 66 licenses. 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 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.

Kevin Peveto is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He is based in Fort Worth, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a family-owned ranch operation and serves as a trustee for his parents' investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Towne Park Ltd., Fedex, BYU Idaho, and various other firms prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Parker Bow is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes multiple roles at Fidelity Investments and prior experience at Corporate Design Inc., Southlake Baptist Church, and Rangers Baseball LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including advisory work for registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Grant Scoggins is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to develop personalized retirement strategies that align with their goals, focusing on collaboration and clear planning to simplify complex financial decisions and create comprehensive retirement roadmaps that balance growth and protection. Grant has progressed through several roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, then advancing through Investment Solutions Representative I and II positions before attaining his current role in 2025. His experience reflects a sustained commitment to client service and investment solutions within the firm. Outside of his professional responsibilities, Grant has interests in fitness, food, football, social events with friends, golf, and music.

Matthew Bingham is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked for Ameriprise and Ameriprise Financial Services, Inc. Bingham also has experience in the utility and construction sectors, including roles at Oncor, True Stone Masonry, and Fine Line Electric. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Christopher Wren is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has held various roles within Fidelity Investments, including Planning Consultant, Investments Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial planning and investment strategies. Prior to joining Fidelity, he worked as a Brokerage Specialist at Charles Schwab from 2019 to 2021. Christopher holds insurance licenses in Arkansas and California. His professional focus is on developing financial plans tailored to each client's unique needs, helping them improve their financial health and achieve their current and future goals. Outside of his professional work, Christopher has a personal interest in cars.

Kimberly Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2006. Based in Fort Worth, TX, Burns operates within a large institutional firm serving a broad client base. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Cameron Cloutier is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Edward Jones, and Walmart. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Monte Ferguson is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors and its related entities since 2008 and has been associated with Continuity Partners Group, LLC since 2016. Additionally, Ferguson operates Pivotal Financial Advisors LLC as an independent insurance agent and serves as an independent executor of wills and estates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, using a variety of portfolio management and advisory strategies tailored to client objectives.

Brendan Betsill is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked with Cox Financial Group, HistoryMaker Homes, Hooks Lincoln, and Oeste Ranch Golf Course. At Cox Financial Group, he performs financial advisory duties including client reviews and tailored financial planning. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, third-party managed accounts, and financial planning solutions.

Yair Garcia is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services range from general investing and retirement planning to preparing for unexpected expenses, with access to additional resources through Bank of America specialists. Garcia's approach involves one-on-one collaboration to define client goals and select portfolio strategies that align with those objectives. He provides ongoing advice to adapt financial plans as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) professional designation and earned a High School Diploma from Eastern Hills High School. Garcia communicates effectively in both English and Spanish. Outside of his professional responsibilities, Garcia enjoys activities such as camping, cooking, fishing, football, hiking, hunting, pickleball, racquetball, softball, and traveling.

Hailey Jones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked at Fidelity Investments since 2025, with prior roles at several companies including Crickets and Tripps Drinks. Jones attended Texas Tech University from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Lourido is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Sumeet Jain is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he is involved in managing rental properties. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Bass is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Denitech Corporation. He is affiliated 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, and it serves a distinctive role in fund advisory and model portfolio delivery within the industry.

Daniel Sanchez is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant from 2024 to 2025 and as a Relationship Manager from 2023 to 2024 within the same organization. He holds an Arkansas Insurance License. In his role, Daniel partners with clients and their families to develop personalized financial plans that align with their unique goals and values. He emphasizes building lasting relationships through trust, open communication, and ongoing support as clients' needs evolve. Outside of his professional responsibilities, Daniel has personal interests that include fitness, football, golf, music, outdoor adventures, and pets.

Karla Barker is a financial advisor with LPL Financial based in Fort Worth, TX. She holds a Series 66 designation and has 18 years of industry experience, including 13 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Bryant is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and held roles at The University of Texas and TG Online LLC. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Evan Johnson is a Series 66 licensed financial advisor with J.P. Morgan Securities LLC, based in Fort Worth, Texas. He has two years of industry experience, including roles within JPMorgan Chase Bank and J.P. Morgan Securities. Prior to joining the financial industry, he held various positions at companies such as Kendra Scott, Site Centers, and Cameron Mitchell Restaurants. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.