Gilbert De Cardenas is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Fisher Investments and holds a background including education at the University of Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Myra Slaybaugh is a CFP® and ChFC® with 20 years of experience in financial services. She currently works at Cambridge Investment Research Advisors and has held prior roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she serves as a board member for RESCU. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 through a network of independent Financial Professionals who tailor strategies to client goals using a range of portfolio management approaches.

Meghan North is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, she worked at the United States Census Bureau and has been involved with Moorea Media, LLC for over a decade. She also dedicates time as a client service associate with Warrior Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to help clients evaluate potential outcomes.

Paulina Barwise is a financial advisor with Morgan Stanley in Fort Worth, Texas, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of her advisory work, she is a partner in PL22 Asset Management LLC and is involved in sales and marketing at Autobahn Porsche. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining financial planning with access to investment strategies that include input from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers tailored planning services both directly and through corporate agreements.

Phelan Schwartz is a financial advisor at Fidelity Investments with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in various roles across hospitality and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Matthew Beavers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Based in Fort Worth, TX, he has been with Raymond James & Associates since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jasmin Velazquez is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked in various capacities within Fidelity, including roles at Fidelity Institutional and Fidelity Brokerage Services. 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 composed of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI and systematic methodologies in its investment process.

Jack Keck is a financial advisor with Fidelity holding a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he held roles at several firms, including Revolut and Independent Bank. He has also worked in non-financial sectors such as home improvements and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, the use of AI and systematic methodologies in portfolio design, and its registration as a commodity pool operator.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Roger Boone is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL and third-party sources.

Carrie King is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2009, previously affiliated with Axa Advisors, LLC. Outside of her advisory work, she contributes as a writer for Quarter Horse News and is the owner of Reyalight Enterprises, LLC. 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 third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels to clients.

Carlos De La Rosa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Texas A&M University and Nike. 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 to manage discretionary and non-discretionary portfolios.

Rezso Spruch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Interactive Brokers and Merrill. He has been with various J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its affiliation with the broader J.P. Morgan organization.

John Gould is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been involved in the financial services industry since 2002 and joined Merrill Lynch in 2008. John specializes in providing investment advice and strategies that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. His approach focuses on developing personalized wealth management plans that address goals such as retirement income, estate planning, college education funding, tax minimization, and wealth transfer. John holds a Bachelor of Business Administration degree in Marketing and Finance from Baylor University and an MBA from Southern Methodist University. He carries the Personal Investment Advisor (PIA) designation. Based in Dallas, Texas, John works closely with clients to simplify the complexities of financial planning and investment management, emphasizing clear communication and trust. Outside of his professional role, he is involved with First Baptist Church in Dallas and enjoys baseball, basketball, football, spending time with his family, and traveling.

John Loyd is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Loyd is an enrolled agent who provides tax preparation services, serves as a CFP instructor for Kaplan, teaches at Georgetown University, and coaches volleyball. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Nathan Makdessi is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs and Jump Investors. Outside of finance, he assists with implementing AI technologies at Quantum Geotechnical, a civil engineering firm owned by his family. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Lauren Wintermute is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Her prior experience includes roles at the University of North Texas, MetroCrest Services, and a congressional campaign. 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. The firm also serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Chris Hibbitts is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2006, including a concurrent role at JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory work, he is a professional bowler. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Donald Buescher is a financial advisor at UBS Financial Services in Ft. Worth, TX, holding a Series 63 designation with 38 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, Buescher serves as a trustee for Meals on Wheels of Tarrant County, where he reviews investment policies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Sayidomar Mohamed is a Series 66-credentialed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at various firms and organizations including Best Buy, RadiusAI, and Turbulent & Company. 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 to develop model portfolios from a wide range of mutual funds, ETFs, and ETPs.