Frank Weiss is the Vice President, Wealth Planner at Fidelity Investments. In this role, he partners with clients to create comprehensive financial plans centered around their personal and family goals. He emphasizes a collaborative approach, continually evolving and adapting plans to reflect clients' current situations and future directions. He has been with Fidelity Investments since 2011, holding positions as Financial Consultant since 2024, Planning Consultant from 2018 to 2024, and Portfolio Advisory Service Relationship Manager from 2011 to 2018. Frank holds insurance licenses in Arkansas and California. Outside of his professional work, Frank enjoys outdoor activities such as camping, fishing, hiking, and other adventures, as well as reading.

Kathryn Starnes is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Before joining Fidelity, she worked in the hair and spa industry and in roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Ryan Ewing is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he coaches competitive youth soccer for the Dallas Texans Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Nicholas Williams is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various Fidelity divisions since 2014. 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 to deliver model portfolios and advisory solutions.

William Thomson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Doordash, Fuzzy's Tacos, U.S. Aviation Academy, Uber, and service in the United States Air Force. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Adam Radich is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates with clients to develop personalized financial plans tailored to their unique situations by understanding what is important to them and implementing strategies aligned with their financial goals. Adam's professional experience includes roles as a Financial Consultant I and Investment Consultant at Fidelity Investments, spanning from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2019 to 2022, and as a Financial Advisor at Northwestern Mutual Investment Services from 2018 to 2019. Outside of his professional work, Adam's personal interests include food, golf, pets, traveling, and volunteering.

Thomas Springer III is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and H.D. Vest throughout his career. Outside of his advisory work, he is president of Springer Financial Consulting, LLC, a business entity created primarily for health insurance purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Matthew Smith is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and currently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight controls designed to manage conflicts of interest.

Tye Mc Clure is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Merrill and Bank of America NA. Mc Clure serves as a board member on the finance committee of Methodist Justice Ministry, a nonprofit law firm providing services to those who cannot afford them, and as an advisor on the finance committee for Colonial Country Club in Fort Worth. 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 support client decision-making.

William Stockum is a financial advisor at RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 66 designations with 39 years of industry experience. He previously worked at Hilltop Securities Inc. from 2008 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Giovanni Blanchette is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 credential. He has one year of industry experience, having previously worked at Anchor Wealth Strategies prior to joining LPL Financial. Giovanni completed twelve years as a full-time student before entering the advisory profession. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ryan Mandell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Fort Worth, TX. He has been with the firm since 2026 and has prior experience at JPMorgan Chase Bank, N.A. and Pharos Capital Group. Before his current role, he worked at Moraga Country Club from 2020 to 2023. 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.

Stacey Holifield is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Brittney Hopkins is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including USAA Financial Advisors Inc and Charles Schwab Corporation. Hopkins has been with Fidelity in various capacities since 2018. 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 serves a variety of clients through discretionary portfolio management, fund advisory, and model portfolio delivery while applying oversight controls and utilizing advanced methodologies including AI.

Isaac Busshaus is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Before joining Fidelity, he worked at Guadalupe Bank and held various roles at Walmart and Harbor Freight. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets and oversees multiple registered investment companies and fund-of-funds.

Ryan Laughlin is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes roles at Edward Jones and Northwestern Mutual Life Insurance, as well as employment at Stephen F Austin State University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios and serves as an advisor to registered investment companies and fund-of-funds, incorporating systematic methodologies and oversight controls in its investment process.

Benjamin Balduc is a financial advisor at Fidelity with seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and the Northside Independent School District. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Warren Waters is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services among others. Outside of his advisory work, Waters is involved in family coaching through Blended Kingdom Families Ministries. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Taylor Brooks is a financial advisor at Merrill with eight years of industry experience, holding a Series 66 designation. He previously worked at Compass Pointe Financial before joining Merrill in 2018. 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, retirement plans, corporations, and charitable organizations.

Kyle Eager is a financial advisor at LPL Financial with nine years of industry experience. He has previously worked at Charles Schwab & Co., Morgan Stanley, UBS, Fidelity Investments, and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management strategies.