Rebeca Chacko is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has been with Fidelity Investments since 2021 and has prior experience working with United Way and in the hospitality sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, distinguishing itself with formal advisory roles to multiple registered investment companies and the use of advanced algorithmic methods in research.

Dina Harvey is a financial advisor at Fidelity with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Kristen Mooney is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her background includes roles at Fidelity Investments, IATSE Local 126, and Spectrum Cable Company. 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 to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Sam Luke is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at Wells Fargo and held positions at companies including FedEx Ground and Amazon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing multiple registered investment companies and delivering model portfolios utilizing systematic methodologies.

Ralph Walker is a financial advisor at Merrill with over 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995, concurrently serving with Bank of America since 2009. He is involved in an outside business, Ralph Walker Investment, based in Fort Worth, Texas. 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 designed for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Rogan Wynn is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He works closely with clients and his Wealth Management Team to customize financial plans that address individual and family needs, emphasizing strong relationships built on trust, reliability, and professionalism. Prior to his current role, Rogan gained experience in various positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Workplace Planning Consultant from 2022 to 2024, and Launch Associate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Rogan is interested in gardening, hiking, pets, photography, and traveling.

Deborah Johnson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services, as well as Axa Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services that include oversight of affiliated sub-advisers and a focus on addressing conflicts of interest.

Stephanie Ciancia is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. She previously worked at Globe Life Insurance for two years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Bobbi Jo Bass is the Branch Leader at Fidelity Investments, a position she has held since 2025. She leads a team of financial professionals committed to developing personalized financial plans tailored to each client's aspirations, focusing on securing the well-being of their families. Her experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Client Services Team Leader from 2022 to 2023, and High Net Worth Representative from 2020 to 2022. Through these positions, she has gained expertise in financial planning and client services. Outside of her professional responsibilities, Bobbi Jo Bass has interests in baseball, beach activities, football, family activities, and spending time with pets.

Jason Leyden is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at various Fidelity entities since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 uses proprietary research combined with quantitative and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Alejandro Ortiz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at ITW for 12 years before joining Fidelity, where he has been employed since 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolios. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, with a noted role in utilizing AI and systematic methodologies.

Marie Gonzalez is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and six years of industry experience. Her prior roles include various positions at Fidelity Brokerage Services LLC and brief tenures at Lila & Hayes, The Brants Group, Anderson & Riddle, L.L.P., and Texas Christian University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as a formal advisor to multiple registered investment companies.

Sharilynn Gates is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Rufus Roberts III is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Merrill. Outside of his advisory work, he serves as an executor in a non-investment-related capacity. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Charles White is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 49 years before joining OSAIC in 2025. In addition to his advisory role, he is active as an insurance agent offering fixed insurance products including annuities and various types of life and health insurance. OSAIC serves a diverse client base across retail and institutional markets, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct portfolios and manage accounts tailored to client preferences.

Jonathan Hertneky is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior work includes positions at Charles Schwab & Co., USAA Investment Services, and service with the United States Air Force Reserve Command since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios and fund advisory services.

George Gandy is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Simmons Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, Woodforest National Bank, and TMX Finance Family of Companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Garrett Moss is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2012, progressing through various positions including Investment Solutions Representative, Fixed Income Specialist, and Investment Management Consultant at multiple levels before becoming a Financial Consultant. His experience encompasses wealth planning and investment management, where he collaborates with clients to develop plans aligned with their investment preferences and long-term objectives. Garrett holds insurance licenses in Arkansas and California. Outside of his professional work, Garrett's interests include attending concerts, watching football, socializing with friends, enjoying movies and music, and traveling.

Veronica Boxley is a Financial Consultant currently working at Fidelity Investments since 2021. She partners with individuals and families to develop plans that help them feel confident in their investing and better prepared to handle changes in the markets and their financial lives. Her professional experience includes roles as a Financial Consultant at TD Ameritrade from 2014 to 2020 and as a Senior Relationship Manager at GMAC Mortgage from 2009 to 2014. Veronica holds insurance licenses in Arkansas and California.