Raymond Tucker Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at Citigroup Global Markets and Merrill. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 with Fidelity Investments, holding Series 63 and Series 66 credentials, and has five years of industry experience. His prior work includes roles at Campo Verde, Alphalete Marketing, and National Consumer Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Robert Foret is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes a brief tenure at Jefferson Financial and various non-financial roles. 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. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers discretionary and non-discretionary advisory services.

Wade Williams is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been involved in financial advisory roles since 2003, including serving as an Investment Solutions Consultant at Fidelity Investments from 2014 to 2018, and holding various positions at The Ayco Company, A Goldman Sachs Company, from 2003 to 2013. In his professional approach, Wade emphasizes listening carefully to understand his clients' individual goals and uses his knowledge and experience to help them develop financial plans tailored to their futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wade has interests in baseball, family activities, football, hiking, music, and soccer.

Spencer Gilland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Navy Federal Financial Group, Charles Schwab, and TD Waterhouse Investor Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Dante Jefferson is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Fidelity, having previously worked at Fisher Investments, Raymond James Financial Services, Lyft, JTB International and Global Advisor Group, and Edelman Financial Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and maintains roles at Lighthouse Financial Group, Cambridge Investment Research, Inc., Wymac Insurance Group, Inc., and Aflac. Outside of her advisory work, Mcintosh is a notary public and provides translation services for technical documents from English to Spanish. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Hannah Crane is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes positions at Goldman Sachs and Co and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

James Smith is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A and has experience with Southwestern Baptist Theological Seminary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.

Ryan Arrington is a financial advisor with Ameriprise Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. His work history includes roles at Ameriprise since 2020 and six years at Wells Fargo Clearing. He also worked for the Fort Worth Independent School District for 13 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Garrett Fender is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and in various roles outside the financial sector, including at Brigham Young University Dining Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Scott Taft is a financial advisor with Robert W. Baird & Co. in Northlake, Texas, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ClearBridge Investments LLC and Legg Mason & Co LLC. He is also a member of Legacy Homebuyers, LLC. Scott Taft is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Joshua Roark is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Merrill and Bank of America, N.A. for five years each, as well as Colonial Life and Zurvita. Outside of his advisory role, he serves as a sports official for high school football games. 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, utilizing research and analytics to support investment decisions.

Jamie Beck is a Financial Consultant at Fidelity Investments, where they have been serving clients since 2012 in various roles including Investment Consultant, Senior Relationship Manager, and Relationship Manager. In their current position, Jamie partners with clients to develop and maintain comprehensive financial plans aimed at enabling clients to enjoy their lives more fully. Throughout their career at Fidelity Investments, Jamie has gained extensive experience in financial planning and investment consulting. They focus on understanding clients' needs and desires to create tailored financial plans and provide transparent guidance through the complexities of financial planning. Jamie holds a California Insurance License. Outside of their professional work, Jamie is an instrumentalist with an interest in music.

Yazan Abu Hijleh is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity and Carter Mackenzie International, as well as time affiliated with Curb Records and Bybee College Prep. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction across a range of funds and model portfolios.

Mark Roberts is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Roberts serves on the finance committee of Key School of Fort Worth, a private school focusing on students with learning differences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers a range of implementation services through affiliated entities.

Gina Shaffer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2017 and previously held positions at Clairvoyix and HealthTrackRx. Outside of her advisory role, Shaffer serves on the boards of the MHMR Foundation and the Alzheimer’s Association North Central Texas Chapter and operates a life and professional coaching business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized brokerage and custody solutions.

Andrew Lace is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Republic Finance and Capital One Bank prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.