Neal Belcher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to his career in finance, he worked at Academy Sports and Outdoors for one year. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it manages model portfolios using a systematic, long-term asset allocation approach.

Darryl Henderson Sr. is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs, and it also offers oversight and advisory services to multiple registered investment companies.

Hal Rutledge is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Fidelity Investments and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Sagepoint Financial, and Rutledge Equity Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Lauren Hejl is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2014, progressing through roles including Investment Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, Lauren worked as a Retirement Analyst at Lockton Retirement Services from 2013 to 2014. Lauren's professional focus involves helping clients navigate complex financial decisions, particularly during significant life transitions. She emphasizes education and empathy to develop personalized strategies that align with clients' values and goals. Lauren aims to provide clarity and confidence throughout the financial planning process. Outside of her professional work, Lauren enjoys family activities, fitness, outdoor adventures, parenthood, and traveling.

Justin LaBonte is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with individuals and families to develop financial strategies tailored to their unique goals and circumstances. He emphasizes a personalized approach that fosters trust and transparency to support clients' financial well-being. His career at Fidelity Investments began in 2023 as a Transaction Processor Intern. He then progressed through roles including Client Relationship Advocate and various levels of Investment Solutions Representative, gaining experience in investment services and client relationship management. Outside of his professional role, Justin enjoys activities such as concerts, fitness, football, golf, parenthood, and running.

Crissie Fortmeyer is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2018, following prior roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. She serves as a board member of Power To the Period, a grassroots organization that provides free menstrual products to girls and women in need. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Reilly Townsend is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at Globe Life's Liberty National Division and has held various roles including positions at Zoom Roses and the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Sarah Garrity is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to her current roles, she was involved with the Fort Worth Chamber of Commerce from 2021 to 2023 and held positions at Revel XP and Deep South Pout. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Randy Miranda is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior work includes roles at Truist Bank and Bank of America, N.A. He is a general partner and managing member of RC Miranda Investments LLC, a business intended to open a small event center that was never launched. 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 a range of individual and institutional clients.

Jacob Casleton is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has additional work experience at H-E-B Grocery Store and Designs of Honor, Inc. outside of the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and a range of investment strategies.

Michael Jones is an Investment Solutions Representative III at Fidelity Investments. He collaborates closely with individuals and families to understand their unique financial circumstances and develop strategies tailored to their short-term priorities and long-term financial goals. He has progressed through various roles at Fidelity Investments since 2023, including Investment Solutions Representative I and II, as well as Retirement Specialist and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Relationship Banker I at Simmons Bank from 2022 to 2023.

Reagan Finney is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. Although new to the industry with less than a year of experience, Finney has prior work history in automotive sales and the restaurant sector. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from the Wells Fargo Investment Institute along with third-party data to guide investment selection and portfolio diversification.

Felicia Arnold is a financial advisor at Fidelity with seven years of industry experience. She holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to this, she was affiliated with Greater Europe Mission for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, use of AI in research, and advisory role to multiple registered investment companies.

James Killgo is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Judson Redmond is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at RBC Global Asset Management and Foreside Fund Services, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with tailored investment strategies and a range of advisory programs. The firm combines internal and third-party managers to implement portfolios aligned with each client’s risk profile and offers integrated services including financial planning, custody, and brokerage.

Jaron Launer is a Planning Consultant currently working at Fidelity Investments. He collaborates with clients to build financial plans by leveraging Fidelity's extensive knowledge and resources. He focuses on integrity, attention to detail, and clear communication to establish trust and provide quality service. Jaron works to evaluate financial plans and assist clients in identifying actionable steps tailored to their evolving family needs. He has held multiple roles within the financial services industry, including positions at Fidelity Investments as Planning Consultant, Investment Solutions Representative, and High Net Worth Service Associate. He also gained experience as a Private Client Investment Associate at J.P. Morgan Chase and has worked in customer service roles at Robinhood and E*Trade from Morgan Stanley. Jaron holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys the beach, fitness activities, outdoor adventures, and running.

Raymond Tucker Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Wells Fargo Advisors LLC for seven years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment approaches within a broad platform of brokerage and advisory solutions.

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jared Phillips is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity since 2021, following brief roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in research.