Jacquelyn La Monte Gin is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her background includes roles at Fidelity Investments and Designer Shoe Warehouse, as well as work in education at the University of North Texas and Collin County Community College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Lester Robinson III is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked with various Fidelity entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios spanning mutual funds, ETFs, and ETPs, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Andrew Brown is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. He has worked with Fidelity Brokerage Services, LLC since 2018 and previously was employed at Cellular City LLC from 2015 to 2018. 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 manage a broad range of investment products and model portfolios.

Cat Beimesch is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, Cat worked in various roles across hospitality, education, and fitness sectors. Outside of advisory work, Cat is employed in metal fabrication and also works as a delivery driver for Uber and Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles within Wells Fargo entities since 2016. Outside of her advisory work, she has partial ownership in Preferred Care at Home, a business focused on administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Whalen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity in various capacities since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 it serves a range of entities including registered investment companies and charitable funds.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2011 and JPMorgan Chase Bank, NA since 2016. Based in Fort Worth, TX, he has spent his career within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Levi Looper is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments, he worked at Samsung Electronics of America for five years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using a broad investable universe.

Charles Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, and portfolio management services. He believes wealth is built through thoughtful planning, attention to detail, and decades of consistently making good decisions. Charles holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. His professional approach involves listening, understanding, and guiding clients by building trusted relationships and providing personalized advice and disciplined wealth management. Outside of work, Charles enjoys gardening, hiking, and spending time with his family.

Toby Rockett is a financial advisor at Fidelity with one year of experience. He holds a Series 66 designation and previously worked in the U.S. Army Reserves and Sewell Automotive Companies. Toby has also worked as an independent contractor for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles to multiple registered investment companies.

Barbara Bodon is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. Based in Fort Worth, TX, Bodon's career has been centered at UBS throughout her professional tenure. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Maitland Griffith is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and advisory responsibilities to multiple registered investment companies.

Michael Countryman is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work experience includes roles at C.H. Robinson, the University of North Texas, and First American by Deluxe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. He is also co-manager of Fool Creek, LLC, an oil and gas investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alicia Cerulla is a financial advisor with Morgan Stanley in Haslet, TX, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at Fidelity Investments, Transamerica Investors Securities Corporation, and TransAmerica Retirement Solutions. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate financial planning agreements.

Brian King is a financial advisor at Edward Jones in Fort Worth, TX, with three years of industry experience. Prior to joining Edward Jones, he worked at Travelex Insurance for six years and Medical Solutions for four years. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a fiduciary standard applied to its advisory services.

Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Betsy also has experience with Target Corporation dating back to 1993. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adrian Dawson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for 17 years at Southside Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Nataliya Isenhart is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2022 and was self-employed in a financial capacity for 15 years prior. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Rebecca James is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she occasionally delivers food and goods as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory work with registered investment companies and its formal role in constructing and delivering model portfolios using systematic methodologies.