Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Jakob Kehr is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes multiple roles at Baylor University and positions in physical therapy and customer service. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for various registered investment companies and fund-of-funds.

Kristin Campbell is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at various firms including PNC Managed Account Solutions, St Johns Wealth Management, and BBVA Compass Investment Solutions. She has been with Wells Fargo Clearing since 2016. 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 analytics.

John Orear Jr. is a financial advisor with OSAIC in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in family investment partnerships, assisting with investment direction and financial management. He is also involved as an interest owner and employee in a family limited partnership focused on investment management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of advisers and multiple platforms. The firm employs a variety of investment tools and third-party solutions to build portfolios across asset classes and supports account management on both discretionary and non-discretionary bases.

Hanlu Ye is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019. Prior to that, she held roles at Bbva Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank from 2014 to 2019. 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 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.

Thomas Weeks is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with multiple registered investment companies.

Tim Ryon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Russell Jeanis is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliates since 2011, as well as at Peak American Investment Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he is a consultant to a pediatric dental practice and a partner in a real estate investing firm. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Lindsay Shoush is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various roles since 2013, including seven years with Fidelity Personal and Workplace Advisors. Outside of advising, she is the owner of mineral rights through Browning Oil Company, Inc., receiving royalty payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ryan Cothran is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His career includes roles at Texas Hill Country and several other companies prior to joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Alyssa Love is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior work includes roles at North Star Resources and Main Event Entertainment, as well as multiple positions at Texas Tech University. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mason Hays is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and Trust and has experience as an independent contractor with DoorDash. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Kelci Mc Ginnis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Citibank, and First Bank. Outside of her advisory role, she is involved in an e-commerce business selling furniture and household decor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Haley Crocker is a financial advisor at Fidelity with a Series 66 credential and one year of experience at the firm. Prior to Fidelity, she worked for Firefighters First Credit Union and had roles outside the financial industry, including positions at Hilliards Chocolates and Trader Joe's. 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 develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Kate Buttarazzi is an advisor at Robert Baird & Co. in Fort Worth, TX, holding a Series 66 designation. She joined Baird in 2025 and has prior experience across various roles including positions at Miracle Mama, KCD, and HerStory. Outside of financial services, she has been involved in several other business activities, such as work with Miracle Mama and BrainCharge. Kate is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of financial planning and portfolio management services supported by internal research and technology, including artificial intelligence, and had approximately $394 billion in regulatory assets under management as of December 31, 2025.

Derick Ritenour is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles at Thrivent Financial and affiliated entities, as well as prior experience in the banking and mortgage sectors. Outside of financial advising, he is the founder of an outdoor outfitter and apparel LLC, although the business is not currently operational. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines these planning services with managed accounts under a consolidated billing option while keeping the two service types separate.

Jack Webb is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Isabel Gonzalez is a Series 66 licensed financial advisor with 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources in its investment approach.