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.

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 with Fidelity Investments, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at various Fidelity entities since 2012. Outside of his advisory role, Ewing coaches competitive youth soccer for ages 6 to 18 with the Dallas Texans Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis, using algorithmic portfolio construction and model portfolios that include mutual funds, ETFs, and ETPs.

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 in various Fidelity divisions since 2014. Fidelity's Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

William Thomson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His previous roles include positions at DoorDash, Fuzzy's Tacos, U.S. Aviation Academy, Uber, and six years in the United States Air Force. 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.

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.

Madeline Butner is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses. She began her career in the industry in 2025 and has experience working at Fidelity as well as prior roles outside finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Matthew Smith is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked in various capacities within Fidelity and its affiliated entities since 2016. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios, with oversight of sub-advisers and active conflict-of-interest controls.

Tye Mc Clure is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities since 2023. His prior experience includes roles at Bank of America NA and Merrill. He serves on the finance committees of both a nonprofit law firm, Methodist Justice Ministry, and Colonial Country Club in Fort Worth, advising on financial planning and budgeting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities through affiliated entities.

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 with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current roles, he was a full-time student for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of advisory and brokerage services.

Ryan Mandell is a financial advisor at J.P. Morgan Securities in Fort Worth, Texas, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Pharos Capital Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional programs.

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 designations. Her prior experience includes roles at USAA Financial Planning Services, Ameriprise, and Charles Schwab Corporation. 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’s offerings include discretionary portfolio management, fund advisory, and model portfolio delivery, with specialized registration and advisory roles uncommon among large institutional peers.

Isaac Busshaus is a financial advisor with Fidelity in Westlake, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Guadalupe Bank and held various roles at Walmart and Harbor Freight. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative and algorithmic methods and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

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.