Justin Guess is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at FSC Securities Corporation, LPL Financial LLC, and CXI Advisors, LLC. Outside of advising, he is the owner of Circle G Agriculture, a farming and land management business. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing advisors with various strategies and tools to tailor client portfolios.

George Gamez is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as a committee member for the Aledo Growth Committee and as treasurer for the AHHS class of 1985 reunion. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Eric Jeffries is a financial advisor with Fidelity Investments in Westlake, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with roles advising registered investment companies.

Jason Benitez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. His career includes roles at Fidelity Personal and Workplace Advisors from 2018 to 2025 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, with distinctive features including commodity pool operation registration and use of AI-driven research methods.

Peyton Schriner is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Buildertrend and Kinsey Rowe Becker & Kistler. He is part of 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 and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jacquelyn La Monte Gin is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Designer Shoe Warehouse and BC Renovations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Lester Robinson III is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has been associated with various Fidelity entities since 2015. He works within Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers services such as fund advisory and model portfolio delivery.

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 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Cat worked in hospitality and fitness sectors, including roles at Movement Gyms and TPG Hotels, Resorts & Marinas. Outside of advising, Cat is employed in metal fabrication and works as a delivery driver for various transportation and grocery services. 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. The firm offers discretionary and non-discretionary advisory work, fund advisory, and model portfolios, with distinctive features including CFTC registration and advisory roles to multiple registered investment companies.

Sandra Petersdorf is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles within Wells Fargo and Preferred Care at Home. Outside of her advisory work, she has a 50% ownership stake in Preferred Care at Home, where she contributes to administration and payroll. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to evaluate investment options within custodial platforms.

Edward Whalen is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2007. 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 systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and JPMorgan Chase Bank since 2016, with prior experience at UBS Financial Services from 2009 to 2011. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence, and they offer specialized regulatory capabilities in derivatives and commodities.

Levi Looper is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Samsung Electronics of America and Dallas Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisory services to registered investment companies, and the use of AI and algorithmic methods in portfolio management.

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.

Maitland Griffith is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2013, including time at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and long-term asset allocation strategies.

Michael Countryman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His previous roles include positions 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, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. Outside of his advisory work, he is co-manager of Fool Creek, LLC, an oil and gas investment firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed strategies, supported by a large network of financial advisors and branch offices nationwide.

Alicia Cerulla is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has held prior positions at Fidelity Investments and several Transamerica entities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

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.