Rodelio Catahan is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including multi-manager funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Joel Mc Calister is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to clients' financial goals and changing market conditions. Joel works extensively in areas including family wealth management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. He has a tenured career in the financial services industry and employs a collaborative approach to help clients and their families achieve optimal financial positioning at every stage of life. Joel holds a Master's Degree from Texas Christian University and a Bachelor's Degree from Texas AandM University System. His professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Joel enjoys basketball, football, golfing, and spending time with his family. He is also involved in his community through organizations such as First Christian Methodist Church and Habitat for Humanity.

Gabriel Ramirez Pantoja is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, N.A., Bank of America, and other roles dating back to 2015. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages substantial assets and combines research from internal and third-party sources to guide investment decisions.

Jeremy Nowell is a financial advisor at Fidelity with 22 years of industry experience. He has held various roles within Fidelity since 2000, including positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. He holds Series 63 and Series 66 licenses. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Fink is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Apex Systems, Lockheed Martin, F&I Express, and Circle L Solar. Outside of finance, he is the CEO and President of Scratch Comedy Kitchen in Weatherford, Texas, and also works at Rexs Bar and Grill in Fort Worth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various mutual funds, ETFs, and ETPs.

Reya Resendiz is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and is based in Fort Worth, TX. Prior to her current role, her background includes positions at JPMorgan Chase Bank, N.A. and involvement with community organizations such as Hume Christian Camps. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Daniel Roark is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2005. He is based in Fort Worth, TX. 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.

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 Series 66-licensed financial advisor with Fidelity, based in Westlake, TX, and has two years of industry experience. Prior to joining Fidelity, he held positions at The Container Store and the University of Texas. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory services to registered investment companies and intermediary platforms.

Coulter Bostick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved as an employee and contractor with a local band. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

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 previously worked at JPMorgan Chase Bank, N.A., LPL Financial, Pine Cove Shores, and Baylor University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

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 credentials and 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, Northwestern Mutual, and Morgan Stanley. Outside of his advisory work, he has been involved with a local tanning business in Fort Worth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Symmply Right Solutions, and Allegiance Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated custody and brokerage 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 with Merrill, holding a Series 66 designation and over four years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, Lewis owns two small businesses in Benbrook, Texas: Angela Crafts, where she teaches crafting classes, and Lewis Family Farm, which sells eggs and quail meat. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.