Reya Resendiz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMORGAN Chase Bank, N.A., and worked at various other organizations including The Barrel and Hume Christian Camps. 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Daniel Roark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Benson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013. 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 an advisor to multiple registered investment companies and utilizes AI and systematic methodologies in its investment process.

Kimberly Osowsky is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at The Conference Exchange and spent ten years at Northwest ISD - Lakeview Elementary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alexander Wallington is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at The Container Store and the University of Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolio services.

Coulter Bostick is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. He previously worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved with a local band as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., LPL Financial, and previously held a role at Baylor University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Scott Abel is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various educational institutions. Outside of his advisory role, he works part-time as a personal trainer and is a social media influencer for a nutrition product and energy drink. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Lee is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he has involvement with a local tanning business in Fort Worth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Kevin Mcminimy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Colonial National Mortgage and has held roles in education and various other sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Eliza Ormuz is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, with prior experience at Symmply Right Solutions and Allegiance Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and order-routing services.

Andrew Osborn is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in the hospitality and service industries, including roles at Chili's Bar and Grill and Chuy's Tex Mex. 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 manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jordan Burnett serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Jordan works primarily with high net worth clients, focusing on investment strategies and retirement income strategies. Utilizing his CERTIFIED FINANCIAL PLANNER™ certification, he collaborates with clients to understand their goals, fears, and needs to develop tailored financial plans. Jordan holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys baseball, beach activities, outdoor adventures, family activities, and parenthood.

David Mejia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Life Time Fitness as a membership concierge, assisting members and connecting them with trainers and instructors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Angela Lewis is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, Lewis owns and operates a sole proprietorship teaching crafting classes and runs a family farm selling eggs and quail meat. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional investors.

Justin Guess is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at FSC Securities Corporation, LPL Financial, and CX Institutional. Outside of his advisory work, he owns and operates Circle G Agriculture, an LLC involved in farm management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes a range of tools and third-party services to construct diversified portfolios across various asset classes.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Eric Jeffries is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2010. 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles uncommon among large institutional peers.

Jason Benitez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Peyton Schriner is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Buildertrend and Kinsey Rowe Becker & Kistler. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.