Douglas Mccarley is a financial advisor with Fidelity who holds a Series 66 designation and has five years of industry experience. Prior to joining Fidelity, he worked at Samsung Electronics, Kyocera, and LG Electronics. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that include mutual funds, ETFs, and ETPs.

William Ashman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, and maintains roles uncommon among peers such as registration as a commodity pool operator and formal advisory services to multiple registered funds.

Megan Pechacek is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Fidelity Brokerage Services LLC and prior work in the retail and automotive sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI in research, and development of model portfolios for intermediary platforms.

Zachary Clark is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at Fidelity Investments since 2021. Outside of his advisory work, Zachary is also involved in photography, providing professional photo services to clients. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Kenneth Roberts is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it maintains formal advisory roles for multiple registered investment companies and fund-of-funds.

Michael Callaway is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been part of the financial industry since 1998, bringing extensive experience from various roles within Fidelity Investments including Central Relationship Manager, Retirements, High Net Worth Service, Relationship Manager Advisor 401k, Lifetime Solutions 401k, Customer Service 401k, and Transfer of Assets Service. Prior to joining Fidelity, he worked as a Financial Advisor at Waterworth Wealth Advisors and Edward Jones. Michael's approach centers on understanding clients' goals and providing strategies tailored to their needs. He emphasizes educating clients to ensure they are fully aware of their investments and the reasons behind them. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys board games, comedy, museums, skiing, traveling, and writing.

Eduardo Uresti is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, J.P. Morgan Securities, Wells Fargo, and Chase. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Shanna Crunk is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and tax-aware withdrawal strategies, supported by a centralized service team and proprietary investment research.

Jorge Tueme is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Wells Fargo Bank. 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 deliver model portfolios to intermediary platforms.

Johnny Tran is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 designations and has 49 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Delilah Taylor is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Fidelity in various capacities since 2009, including roles with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers.

Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.

Phillip Jacobson is a financial advisor with Fidelity, holding a Series 66 designation and 26 years of industry experience. He has worked at Strategic Advisers since 2002 and has been affiliated with various Fidelity entities since 2001. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Edward De Pue is a financial advisor with Edward Jones in North Richland Hills, TX, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hull is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner at St Lawrence Grill Works, where he coordinates outsourced manufacturing and distribution and creates newsletter content. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michaela Austin is a Wealth Management Planning Consultant at Fidelity Investments, where she works on the Private Wealth Management Team to service high net worth clients with complex needs. She focuses on relationship building and utilizes an extensive product offering to assist families in navigating multi-generational planning by identifying and implementing strategies tailored to their unique situations. Her professional experience at Fidelity Investments includes roles such as Wealth Management Planning Consultant since 2026, Wealth Management Service Help Desk from 2025 to 2026, Central Relationship Manager from 2023 to 2025, Client Services Help Desk from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. Outside of her professional work, Michaela has interests in instrumental music, reading, and writing.

Blake Riddle is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several lending and communications firms. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Roxann Darani is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, including her current role at Fidelity Investments. Prior to joining Fidelity, she worked as an independent contractor for three years. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered funds and use of AI-driven research.