Zelos Willis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Vanguard Group and Charles Schwab/TD Ameritrade. He also has experience outside finance, having worked with the YMCA and operated a business called The ArtofJozel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

John Filgueres is a Series 66-licensed advisor with Fidelity in Westlake, TX. He has one year of industry experience, having joined Fidelity Investments in 2025. Prior to this, he worked in automotive sales and the restaurant industry. 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 develop model portfolios across various asset classes.

Michael Bilby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Radwell International for six years before joining Fidelity. 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 manage model portfolios and offers specialized advisory roles less common among large institutional peers.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Amy Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, women and wealth, and retirement income. Amy works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She emphasizes a disciplined and diversified portfolio construction approach, detailed planning, and defined re-balancing targets rather than attempting to time the markets. Amy holds the designation of Personal Investment Advisor (PIA) and earned her High School Diploma from Burleson High School. She is also actively involved in her community, volunteering as a Johnson County Court Appointed Special Advocate (CASA). In her personal time, Amy enjoys boating, gardening, and horseback riding.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Thomas Siewert is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. His work history includes roles at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Ryan Pate is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at several financial firms such as TIAA-CREF, TD Ameritrade, and The Beneficient Company Group. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Aiden Valdez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and telecommunications. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory services, and model portfolios.

Mitchell Ulibarri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual, Albany Door, Johnson Equipment Company, and Merit Advisors LLC. He works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Lusine Allen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2021 and previously held roles at United Language Group and Central Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Jeff Major is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has accumulated extensive experience within the company, holding various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Relationship Manager, among others since 2006. Jeff specializes in partnering with clients to navigate their financial planning through a personalized approach that aims to thoroughly understand their individual financial situations. His professional journey at Fidelity Investments spans over a decade, reflecting a deep commitment to client financial education and empowerment. Jeff holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. Outside of his professional responsibilities, Jeff engages in activities such as camping, family activities, fitness, hiking, outdoor adventures, and volunteering.

Michael Pacheco is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent and held healthcare roles at Providence Portland Hospital, JPS Hospital, and Texas Health Resources. Outside of advising, he is involved in patient chart auditing for Texas Health Resources. 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 manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Violet Sabino is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC 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 to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nicholas Bremer is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His background includes roles at Fidelity Investments and Blink Fitness, as well as concurrent work at the University of North Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, distinguishing itself with registrations and advisory roles less common among large institutional peers.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Sabrina Hurley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2022 and previously operated a business called Perfect Piece By Saby from 2021 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Katherine Nash is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She joined Fidelity in 2019, initially serving as a Workplace Planning Consultant, then as a Portfolio Specialist before advancing to her current role. Prior to her tenure at Fidelity, Katherine worked as a Financial Advisor at Edward Jones from 2017 to 2019. Katherine holds insurance licenses in Arkansas and California. She is dedicated to providing a supportive environment where clients can develop financial plans that support growth across generations. Her approach emphasizes understanding clients as individuals to help them achieve financial success and confidence in their future and legacy. Outside of her professional work, Katherine enjoys board games, puzzles, reading, traveling, and volunteering. She also values spending time with friends and participating in social events.