Justin Dummer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. In his current position, Justin is committed to understanding clients as individuals and assisting them in working toward their financial success and confidence in their future. Justin holds insurance licenses in Arkansas and California, which support his work in financial planning and advising. His experience at Fidelity spans various client service and relationship management roles, providing him with a broad perspective on financial planning and client needs.

Alexandra Miranda is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at Fisher Investments and various other roles in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

John Minco is a financial advisor with Fidelity in Westlake, Texas, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Fidelity Investments since 2013, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm manages model portfolios across diverse asset classes and maintains a formal advisory role to registered investment companies and fund-of-funds.

Joshua Campos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2023, he worked at The Lunch Box from 2018 to 2023. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios using a systematic approach.

Samuel Dansby is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at USAA Investment Services Company, USAA Life Insurance Company, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, mainly 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured due diligence process.

Britton Keller is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked in education and the food industry. Outside of his advisory role, Keller provides football kicking lessons as a coach. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Madison Brunis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to her current role, she has worked at Fidelity Investments and held positions at The Skolkovo Institute of Science and Technology, BYU Independent Study, and The State Hermitage Museum. She is also the managing member of Luxani Goods LLC, an e-commerce business involved in buying and selling products online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.

Andy Oge is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Hilltop Securities, Inc. Outside of his advisory role, he is involved with Villa Stay Vacation Rentals, a rental services business. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and operational support.

David Bacchetta is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory work, he is involved in eBay auctions as an outside business activity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

John Munson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions in education with the Davis School District and military service in the US Army. Outside of advising, he has experience with entrepreneurial ventures, having been involved with Lucky Slice for four years. Fidelity’s Strategic Advisers LLC 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 to manage model portfolios across a broad investable universe.

Evan Ferry is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and involvement with University of Arkansas New Student Family Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines 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 AI in portfolio management.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009, following previous roles at Stocker Woods Financial, Inc. and Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment platforms and technology tools, overseeing more than $819 billion in discretionary assets.

Paul Thurston is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 years at TD Ameritrade Inc. before joining Charles Schwab in 2022. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jacob Hyett is a financial advisor with Stifel who holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as a worship leader filling in for church services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Brian Perkins is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His background includes roles at Fidelity Investments and Crowe LLP, as well as positions at Texas A&M University Student Success Center and Tony Jeary International Consulting Firm. 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. The firm offers discretionary and non-discretionary advisory services, manages fund advisory operations, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Cox is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He specializes in pre-retirement planning, assisting clients in understanding their retirement options, including social security strategies and personalized financial planning tailored to their goals and lifestyle. Prior to joining Fidelity Investments, Brandon worked as an Investment Consultant at TD Ameritrade from 2008 to 2015. Brandon holds insurance licenses in Arkansas and California and is a Certified Financial Planner (CFP®) with 18 years of experience in the financial industry. His expertise centers on helping clients prepare for retirement and make informed financial decisions. Outside of his professional career, Brandon enjoys family activities, fitness, reading, scuba diving, and traveling.

Dane Hjeltness is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior experience including service in the U.S. Navy and roles at Navy Federal Credit Union and Northwestern Mutual. Outside of advising, he is a cofounder and owner of NinetyFive Ventures LLC, an online retail business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, serving multiple registered investment companies and delivering model portfolios through systematic methodologies.

Colton Cobb is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Fidelity, he had roles both within the firm and outside of financial services, including work at 7Brew Coffee. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Heather Johnson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2009, following five years at Banc of America Investment Services, Inc. She is also a trustee for several family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.