Tanner Annis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at H2E Incorporated and Huther & Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

Cynthia Timmons is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Jarrod Jordan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and has previously worked at Merrill and Bank of America. Outside of finance, he operated a photography business, Melanie June Photography, LLC, from 2023 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers its services on a non-discretionary basis.

Spencer Perley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at American Airlines, United Airlines, and several other companies. 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 to manage portfolios across various investment vehicles.

Stephanie Addison is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Merrill since 2011. 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 for individuals, high-net-worth clients, and institutional investors.

Kali Casas is an Investment Solutions Representative III at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at achieving both short-term and long-term goals. She is focused on creating tailored strategies that help clients feel confident in their financial journeys and emphasizes building strong client relationships. Kali has progressively advanced within Fidelity Investments since 2022, starting as a Customer Relationship Advocate before moving through successive roles as Investment Solutions Representative I and II. This experience has equipped her with a deep understanding of investment solutions and client service within the financial industry. Outside of her professional role, Kali has interests in art, fitness, horseback riding, outdoor adventures, theater, and traveling.

William Brown is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Cetera Advisor Networks, Sanctuary Advisors, and Sanctuary Securities. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Eboni Green is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist Financial and Asurion. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jesse Davis is Vice President and Wealth Planner at Fidelity Investments. He has held this position since 2018, following roles as Vice President, Financial Consultant (2011-2018), Retirement Relationship Manager (2008-2011), and Retirement Solutions Representative (2006-2008) at Fidelity Investments. With twenty years of planning experience, Jesse works with individuals and families to clarify their financial goals and build plans aligned with those objectives. His expertise includes retirement planning, family gifting, and charitable impact strategies. Jesse holds insurance licenses in Arkansas and California. Outside of his professional role, Jesse enjoys spending time at the beach, engaging with cars, cooking and baking, participating in family activities, and volunteering. He values parenthood and community involvement.

Dawn Urbanovsky is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Marco Gutierrez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Management Consultant II and I, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. His professional experience encompasses strategic financial planning and investment management, with a focus on building deep relationships with clients to support their financial goals. Marco is committed to collaborating with families and individuals to develop customized financial plans. Outside of his professional work, Marco has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Erika Hanson is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Her prior roles include positions at Cambria and working with Minnesota State University, Mankato. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as advisor to multiple registered investment companies and fund-of-funds.

Camila Fonseca Tavera is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. She has been working in the financial industry since 2021 with prior experience at State Farm and Wells Fargo Bank. Outside of finance, she has been involved with regional theater companies, including the Repertory Company Theatre and Garland Civic Theatre. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Joseph Martinez Jr. is a financial advisor with Merrill in Hurst, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade, among others. 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 for individuals, high-net-worth clients, and various institutional investors.

Sean Morgan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Homewood Mortgage, LLC for six years and at BMW Motorcycles of North Dallas for eleven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Rodenbaugh is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Matthew Parnick is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has held roles at Fidelity Brokerage Services LLC since 2019, as well as previous positions at Stack Sports, ACTIVE Network, and Best Buy. Outside of his advisory work, he operates and maintains a website related to hobbies and collectibles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Katharine Archer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 credential and previously worked at AIG for 13 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Kevin Chasteen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Inc., Wells Fargo Advisors, and a brief tenure at Dewey Destin's Harborside Restaurant. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luke Bowen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes positions at Fidelity Investments, Keller Independent School District, Primerica, and Take 5 Car Wash. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.