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 with J.P. Morgan Securities in Fort Worth, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Bank of America/Merrill Lynch and Thrivent. His experience also includes roles at TD Ameritrade/Charles Schwab and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may include an ESG framework.

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.

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 13 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity since 2021 and has prior experience in fitness and retail industries. Outside of his advisory role, Clark is also engaged in photography, taking and editing photos for clients. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Kenneth Roberts is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes positions at Edward Jones and multiple roles within Fidelity since 2008. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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 at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Wells Fargo, and Chase. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shanna Crunk is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support through group workshops and one-on-one sessions. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jorge Tueme is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2020, Fidelity Investments since 2025, and Wells Fargo Clearing and Wells Fargo Bank from 2012 to 2019. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role in commodity pool operations, fund advisory, and systematic portfolio management.

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, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, Raymond James & Associates, and Citigroup Global Markets. 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 provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

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 at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and has a notable role in advising registered investment companies and fund-of-funds.

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.

Edward De Pue is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various advisory strategies, affiliated mutual funds, and additional services such as tax-efficient solutions and securities-based lending.

Matthew Hull is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2013. Outside of advising, 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 provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its work in discretionary and non-discretionary advisory services, its role with registered investment companies, and its use of systematic methodologies including AI and long-term asset allocation benchmarks.