Charles Bullard is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Fisher Investments, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Jonathan Newman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2017. In his role, he collaborates with clients to review their financial goals, develop plans, and implement strategies aimed at wealth growth, protection, and enjoyment. Prior to his current position, Jonathan held roles including Relationship Manager and Investment Solutions Representative at Fidelity Investments. His earlier experience includes positions as an Associate at Chalk, Cullum & Associates and John Hancock Financial Network. Jonathan holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include the beach, fitness, exploring food, outdoor adventures, parenthood, and skiing.

Brian Stern is a financial advisor with Cetera in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Cetera and related entities since 2017 and is the owner of multiple financial services businesses, including Farpointe Wealth Partners, LLC and Highpoint Financial Group, LLC. Stern also has involvement with a tax and accounting firm, Steven L. Wilson & Associates, in a management and strategy capacity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, retirement services, and various program structures.

Justin Dummer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. In his current position, Justin is committed to understanding clients as individuals and assisting them in working toward their financial success and confidence in their future. Justin holds insurance licenses in Arkansas and California, which support his work in financial planning and advising. His experience at Fidelity spans various client service and relationship management roles, providing him with a broad perspective on financial planning and client needs.

Alexandra Miranda is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at Fisher Investments and various other roles in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

John Minco is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios incorporating mutual funds, ETFs, and ETPs.

James Adcock Jr. is a financial advisor with LPL Financial in Carrollton, TX, holding Series 63 and Series 65 registrations. He has 38 years of industry experience, including 15 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by proprietary and third-party research.

Joshua Campos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2023, he worked at The Lunch Box from 2018 to 2023. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and deliver model portfolios using a systematic approach.

Samuel Dansby is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Services Company, USAA Life Insurance Company, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 provides a combination of non-discretionary and discretionary investment management with an integrated operational structure.

Britton Keller is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Heritage Foods and TYL Inc, and has a background in education. Outside of his advisory role, he coaches football kicking lessons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Madison Brunis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she held roles at The Skolkovo Institute of Science and Technology and BYU Independent Study. Outside of her advisory work, she is the managing member of Luxani Goods LLC, an e-commerce business involved in buying and selling products online. 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 to manage model portfolios across various fund structures.

Jonathan Davis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His previous roles include positions at TD Ameritrade Inc., Charles Schwab Bank, SSB, and 10_52 Strategic Advisors. Charles Schwab & Co., Inc. serves a large client base, primarily 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 options, combining centralized custody and operational infrastructure with access to multi-asset model portfolios and alternative investments.

Andy Oge is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Hilltop Securities, Inc. Outside of his advisory role, he is involved with Villa Stay Vacation Rentals, a rental services business. Charles Schwab & Co., Inc. serves a large client base, primarily 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 solutions, combining multi-asset model portfolios with centralized custody and operational support.

David Bacchetta is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he participates in eBay auctions as a seller. Ameriprise offers a retirement-income planning service primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Najee Smith Alexander is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work history includes roles at Bank of America, First National Bank Texas, and other firms. Outside of his advisory role, he is a member of Alexander Legacy Group LLC, a real estate investment and property management business in Denton, Texas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated into Bank of America’s corporate platform, which enables access to a broad set of financial products and services.

John Munson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions in education with the Davis School District and military service in the US Army. Outside of advising, he has experience with entrepreneurial ventures, having been involved with Lucky Slice for four years. 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 employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Evan Ferry is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and involvement with University of Arkansas New Student Family Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jahangir Sultan is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Avantax Investment Services, NYLife Securities, Scottrade, and Fidelity Investments. Outside of his advisory work, he is a notary public. Cetera Investment Advisers LLC operates as an SEC-registered adviser, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Robert Alberts is a financial advisor with LPL Financial in Denton, TX, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Paul Thurston is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 years at TD Ameritrade Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.