Kevin Howard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life, and spent ten years at Entertainment Partners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carson Albright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Outside of finance, he operates an agricultural business focused on growing vegetables and raising livestock. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and deliver model strategies through systematic methodologies.

Alberto Hurtado is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jesse Martinez is a CFP® professional with five years of industry experience. He currently works at Charles Schwab and previously held roles at TD Ameritrade and as a self-employed advisor. His background also includes experience outside finance at 24 Hour Fitness. Charles Schwab serves a large client base of 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 client guidance with access to affiliated discretionary SMA portfolios and offers integrated brokerage, custody, and advisory services.

Randy Mickey is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to develop and implement comprehensive financial strategies tailored to their individual goals, timelines, and risk profiles. His work involves providing guidance on investment strategies to support clients' long-term financial success. Randy has extensive experience within Fidelity Investments, having served in various roles including Relationship Manager, Investment Solutions Representative, Help Desk in Client Services, High Net Worth Associate, and Customer Relationship Advocate since 2017. Prior to joining Fidelity, he worked in the insurance and financial services industry in roles such as Retirement Specialist, Insurance Agent, Regional Claims Director, and Claims Adjuster among others. Outside of his professional career, Randy enjoys golf and traveling.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Woodbury Financial Services, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. He serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Charles Schwab in 2017, he worked for Fidelity Brokerage Services LLC from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and offers multi-asset model portfolios supported by ongoing research and due diligence.

Stephen Sumner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both J.P. Morgan Securities and Wells Fargo in various capacities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative analysis and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, as well as at Jpmorgan Chase Bank since 2019. Prior to this, she was involved with North Texas Bingo for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at FedEx, BYU Idaho, Towne Park Ltd., The Orange Peel, Captioncall, and Zumiez Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a diverse client base including charitable funds and registered investment companies.

Parker Bow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at Fidelity since 2019 and prior work with Corporate Design Inc. and Southlake Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and fund-of-funds and employs systematic methodologies supported by oversight controls and AI-driven research.

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.

Kristina Williams is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2019, serving in various roles including Planning Consultant, Workplace Planning Consultant, and Customer Relationship Advocate. Her professional focus is on partnering with individuals to help create strong financial plans, guided by integrity and Fidelity's client commitment standards. Kristina holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys board games, cooking and baking, social events with friends, gardening, pilates, and reading.

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.

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.

Jordan Hyles is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Charles Schwab and Charles Schwab Bank since 2021, with prior experience at TD Ameritrade. Outside of finance, he has worked in retail and community roles, including at Urban Pet Market & Boutique and Live Oak Church. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and both non-discretionary and discretionary investment management options.

Sandra Gutierrez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Elisabeth Farlow is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Charles Schwab since 2013 and also works with Charles Schwab Bank. Outside of her advisory role, she serves as secretary and volunteer board member for the Woodshire Court Homeowners Association. 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 both non-discretionary and discretionary investment management with a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.