Lane Larsen is a CFP® and Series 63 credentialed financial advisor with 28 years of industry experience. He is currently with Fidelity Investments and Fidelity Brokerage Services, Inc., where he has worked since 1997. Outside of his work in finance, Larsen is a self-published author of fiction novels. Strategic Advisers LLC, a Fidelity Investments company, offers 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 diversified model portfolios.

Stacey Stover is a CFP® and holds a Series 66 license, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Boehm is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked for Primerica Advisors and held various other roles including driving for Uber. 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 deliver model portfolios across mutual funds, ETFs, and ETPs.

David Nance Jr. is a financial advisor with Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of JB and Mary Glaspie Farm LLC, a farming business in Montalba, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Noah Lewis is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has been with Fidelity Investments since 2022 and previously worked at Powerhouse Retail Services and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves a variety of investment companies with oversight and delegated management.

Victoria Pierce is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Makayla Brewington is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Her career includes roles at Fidelity Investments and Verizon Business. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Christopher Bozyk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2022. 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. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, utilizing systematic methodologies and AI-driven research.

Harry Consaul III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he is the owner of Pivotal Financial Advisors and is involved in insurance-related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management strategies and platforms.

Samantha Porter is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at Charles Schwab for six years and Wells Fargo for three years. Outside of her advisory role, she operates a personal resale business on Facebook Marketplace. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Michael Coody is a financial advisor with Merrill based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. Merrill, together 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, and institutional investors.

Abigail Sheets is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously held roles at Bank of America, N.A., and has been involved with BODYBAR Pilates as a fitness instructor. Sheets serves as board secretary for Treetops School International, a public charter school in Texas. 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, institutions, and nonprofit organizations.

Antione Willis is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2006, 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 using a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and its advisory responsibilities to multiple registered investment companies.

Natalie Richard is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked in various roles including a sales and marketing position as a Scentsy consultant. Prior to joining Fidelity, her career included positions in healthcare and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering services such as discretionary management, fund advisory, and model portfolio delivery.

Kayla Amason is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Worth, TX. Her career includes prior roles at Bank of America, Merrill, and Ernst & Young. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning tools and analyses to support client financial goals.

Kolburn Conway is a CFP®-designated financial advisor with Edward Jones, based in Keller, TX. He has 26 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kerry Hambrick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Friendemic for one year. In addition to his advisory role, Hambrick is president of Olivine Partners Inc., an LLC based in Arlington, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Muraly Jayaram is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1995. Over his 30-year tenure, he has worked extensively with high net worth clients to develop, implement, and maintain financial plans tailored to their needs. His expertise includes customizing strategies that position investments for growth and income while helping clients maintain financial independence through personalized one-on-one relationships. Muraly holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests in cars, fitness, and social events with friends.

Catherine Leonardo is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2015. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios while maintaining oversight and governance across its advised funds.

Chad Barber is a Planning Consultant who works closely with clients to develop financial plans aimed at helping them achieve their life goals. He prioritizes understanding clients' objectives and needs by applying established financial principles with empathy. Chad has experience in various roles within Fidelity Investments, including Investment Solutions Representative from 2022 to 2026, High Net Worth Client Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. This background has provided him with insights into client service and investment solutions. Further educational background, credentials, and personal interests have not been provided.