Tyler Chumley is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aimed at achieving their life goals. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative and Investment Consultant before assuming his current position in 2023. Prior to joining Fidelity, Tyler gained experience as a Registered Representative at TD Ameritrade and began his career as an Analyst at Goldman Sachs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyler enjoys attending concerts, participating in family activities, social events, and volunteering. He is also an instrumentalist and visits museums during his personal time.

Nichelle Davis is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2013, bringing 12 years of industry experience. She is based in Haslet, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

Miguel Montejano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of his advisory work, he owns and operates a family cattle ranching business. 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 approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeff Culak is a Financial Consultant at Fidelity Investments, a role he has held since 2010. He has a long tenure with Fidelity, spanning 28 years, during which he has partnered with clients to support their pursuit of financial success. Jeff's experience at Fidelity includes several positions: Relationship Officer (2005 - 2010), Client Management Representative (2004 - 2005), Retirement Investment Services Proactive Representative (2001 - 2004), and Investments Specialist (1997 - 2001). He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeff's personal interests include cars, fitness, golf, hiking, and traveling.

Luke Strain is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes eight years at Southern Glazer's Wine and Spirits and a brief role at DoorDash. Strategic Advisers LLC, a Fidelity Investments company, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, oversight controls, and advisory roles in registered funds.

Kevin Rainosek is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Finance Committee for the Bear Creek Masters Association in Murrieta, CA, overseeing financial budgets and plans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and 15,100 branch offices.

Taglath Milburn is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at UBS since 1992. Outside of his advisory role, he is involved with the Arlington Sportsman's Club, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Mitchell Peltier is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop comprehensive financial plans tailored to their unique financial situations, aiming to implement strategies that clients understand and feel confident in. Mitchell's experience at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles as Investment Solutions Representative I and II before attaining his current position. This progression reflects his growing expertise in investment solutions and client relationship management. No additional information regarding Mitchell's education, credentials, personal interests, or community involvement has been provided.

James Wheaton Jr. is a Series 66 credentialed advisor with Fidelity, based in Westlake, TX, and has 18 years of industry experience. He has worked in various roles at Fidelity since 2013, including Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios that include mutual funds, ETFs, and ETPs, and is noted for its use of AI-driven methods and its role as an advisor to multiple registered investment companies.

Christopher Neil is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Raymond James in 2021. Outside of advisory work, he manages FlynnRyder, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Shannon Norris is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Norris worked at JP Morgan Chase and served in various roles including time spent in education with Frisco ISD. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Danielle Schlech is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Ameriprise Financial Services, LLC in Hurst, TX. She has been with Ameriprise since 2018, following earlier roles at ProEquities, Inc. and Copelin Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Larry Nixon III is a financial advisor at Fidelity with Series 63 and Series 66 registrations and one year of industry experience. His prior roles include positions at Power Home Remodeling and educational institutions such as Birdville Independent School District and University of North Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

David Emmet is a financial advisor with Fidelity Investments based in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with various divisions of Fidelity since 1999. Outside of his advisory role, he receives royalty payments from a natural gas lease with Chesapeake Energy. David works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios from a range of mutual funds, ETFs, and ETPs and also serves as a commodity pool operator and advisor to multiple registered investment companies.

James Stone is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in January 2025, bringing over two decades of experience from the mortgage industry. He works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting strategies as clients' situations change. James holds a Bachelor's degree from the University of Arizona and holds the designation of Personal Investment Advisor (PIA). He emphasizes building lasting relationships based on trust and integrity, aiming to help clients manage competing financial priorities effectively. Outside of his professional role, James resides in Fort Worth with his wife Jackie, their daughter, and their two dogs. He is interested in antiquing, cooking, golfing, hiking, music, reading, spending time with family, and traveling.

Orhan Jumerovski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2021, including Planning Consultant, Workplace Planning Consultant III, II, and I, and Workplace Planning Associate. His experience encompasses providing guidance and support to high net worth clients, focusing on assisting with important financial decisions and their execution. Orhan holds insurance licenses in Arkansas and California, supporting his capacity to advise clients on financial planning and insurance-related matters. He emphasizes honesty and open communication as foundational to building long-term client relationships and delivering an excellent client experience. Outside of his professional role, Orhan engages in family activities, golf, outdoor adventures, and traveling.

Ana Paulino is a financial advisor at Cetera with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, Avantax, and Wilshire Consultants. In addition to her advisory role, she serves as a Client Services Manager at Wilshire Consultants, where she manages operational functions and supports client service activities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies.

Randall Sloan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Bank of America/Merrill Lynch and Thrivent. Sloan is also associated with Thirteen Twenty-Two Advisors, a DBA linked to his LPL business activities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Daniella Mawika is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Her prior roles include positions at Liberty Mutual Insurance, Comparion, and involvement with Mayo Street Arts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Garrett Smith is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he partners with executives to develop personalized wealth plans that align with their personal and financial goals. Prior to this position, he was Regional Director of Executive Services at Fidelity Investments from 2016 to 2021. Garrett holds insurance licenses for both Arkansas and California. Outside of his professional work, he has interests in fitness, football, and traveling.