Christopher Smith is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and Benco. He is also the owner of Carter Madison Real Estate LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jonathan Newman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2017. In his role, he collaborates with clients to review their financial goals, develop plans, and implement strategies aimed at wealth growth, protection, and enjoyment. Prior to his current position, Jonathan held roles including Relationship Manager and Investment Solutions Representative at Fidelity Investments. His earlier experience includes positions as an Associate at Chalk, Cullum & Associates and John Hancock Financial Network. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include the beach, fitness, exploring food, outdoor adventures, parenthood, and skiing.

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 at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios incorporating mutual funds, ETFs, and ETPs.

Anne Marie Curtis is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, she worked for four years at Edward Jones and has experience in education and community organizations including Covenant Classical School and Fort Worth Presbyterian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

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.

Courtney Chatfield is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique arrangement with an affiliated municipal advisor.

Emily Farris is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A. and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Britton Keller is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Heritage Foods and TYL Inc, and has a background in education. Outside of his advisory role, he coaches football kicking lessons. 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 applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Madison Brunis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she held roles at The Skolkovo Institute of Science and Technology and BYU Independent Study. Outside of her advisory work, she is 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 retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Charlotte Duncan is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with J.P. Morgan Securities in Fort Worth, TX. Her prior experience includes roles at JPMorgan Chase Bank, N.A., Kimbell Royalty Partners, and First American Payment System. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

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.

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.

Sabrina Onderko is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has been with Wells Fargo entities since 2022. Prior to her current role, she worked at Pennymac Loan Services and spent nearly two decades with The UPS Store. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Hill is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

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.

Jonathan Garza is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive roles such as commodity pool operator registration and advisory responsibilities for multiple funds.