Betsy Rhone is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 credential and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. She also has prior 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Nataliya Isenhart is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2022, she was self-employed for 15 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

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.

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 34 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various capacities at Fidelity Brokerage Services, Inc. since 1995, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and incorporation of AI and algorithmic tools in portfolio management.

Kristen Mooney is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. She has worked at Fidelity since 2022 and has prior experience in various roles including at IATSE Local 126 and Spectrum Cable Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with distinctive activities including commodity pool operation and advisory roles to registered investment companies.

Sam Luke is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo, FedEx Ground, Amazon, and Texas Christian University. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ralph Walker is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1995, also serving at Bank of America, NA since 2009. He maintains a separate investment-related business based in Fort Worth, Texas. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutional accounts.

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 at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and integrates advanced methodologies such as AI in its investment process.

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 at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Fidelity Brokerage Services LLC, Lila & Hayes, The Brants Group, Anderson & Riddle, L.L.P., and teaching positions at Texas Christian University and Collin College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Sharilynn Gates is a financial advisor at Wells Fargo Clearing with 18 years of industry experience and holds the Series 66 designation. She has been with Wells Fargo Clearing since 2008, with a brief gap, totaling 11 years at the firm. 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.

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 ChFC® and holds a Series 63 license, with 49 years of industry experience. He worked at Lincoln Financial Advisors Corporation from 1976 to 2025 before joining OSAIC in 2025. He is also licensed as an insurance agent offering fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers various managed account options supported by third-party managers and proprietary strategies.

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.